Do more with Levitate integrations
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AgencyBloc
Sales & CRM
Bloomerang
Fundraising
Demio
Webinars
Jotform
Forms & Surveys
Housecall Pro
Scheduling & Booking
Give Lively
Accounting
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
monday.com
Project Management
AgencyBloc
Sales & CRM
Bloomerang
Fundraising
Demio
Webinars
Jotform
Forms & Surveys
Housecall Pro
Scheduling & Booking
Give Lively
Accounting
AgencyBloc
Sales & CRM
Bloomerang
Fundraising
Demio
Webinars
Jotform
Forms & Surveys
Housecall Pro
Scheduling & Booking
Give Lively
Accounting
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
monday.com
Project Management
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
ActionWrite- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- External ID
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
ActionWrite
- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
ActionWrite
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