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Choose an Action
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Accelo
Accelo
1. Choose trigger event
ScalePad
ScalePad
2. Choose action
1. Select the event
Setup
Test
Accelo
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Task Assigned" from Accelo.
Add your action
An action happens after the trigger—such as "Backup Radar: Ingest Backup Results" in ScalePad.
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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.
- Task Assigned
Triggers when a task is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Pause Timers
Pauses any active timers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Client
- Status
- Title
- Target Period Year
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Status
- Assessment Template ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Email equals
- Name contains
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Status
- Title
- Target Period Year
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Include Archived Notes
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Client Name contains
- Status
- Product Name
- Product Category
- Auto-Renewed
- Pool Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Include Archived Notes
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Evidence IdRequired
- Title
- Description
- Owner
- Schedule Frequency
- Schedule Interval
- Schedule Days Of Week
- Schedule Day Of Month
- Schedule Start Date
- Schedule End Type
- Schedule End Date
- Schedule Occurrences
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Question CodeRequired
- ResponseRequired
- Provided By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Weakness NameRequired
- Weakness Description
- Status
- Corrective Action
- Responsible Person
- Responsible Department
- Efforts In Hours
- Roadmap
- PriorityRequired
- Planned Start Date
- Planned End Date
- Actual Start Date
- Actual End Date
- CurrencyRequired
- Cost
- Milestones
- Change In Milestone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- NameRequired
- Description
- Status
- Department
- Risk Category
- Owner Email
- Business Impact
- Impact
- Likelihood
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Action Item IdRequired
- Roadmap
- Weakness Name
- Weakness Description
- Responsible Person
- Status
- Corrective Action
- Responsible Department
- Responsible Department Id
- Efforts In Hours
- Priority
- Planned Start Date
- Planned End Date
- Actual Start Date
- Actual End Date
- Currency
- Cost
- Milestones
- Change In Milestone
- Notes
- Is Poam
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Policy IdRequired
- Title
- Code
- Status
- Data Classification
- Review Date
- Owner
- Approver
- Team
- Tags
- Contributors
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Key Id
- Clear Client Key Id
- Client Key Name
- Clear Client Key Name
- TitleRequired
- Description Json
- Clear Description Json
- Assigned User IdsRequired
- Due At
- Clear Due At
- Description
- Clear Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- TitleRequired
- Billing CycleRequired
- Billing Cost TypeRequired
- Billing Cost (subunits)Required
- Billing Start DateRequired
- ImpactRequired
- StatusRequired
- Budget Past End DateRequired
- Description
- Category
- Location
- Is Third Party
- Auto Renew
- Per Seat Cost (subunits)
- Number of Seats
- End Date
- Notify Days Before End Date
- Billable
- Billing Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Executive Summary
- Executive Summary formatting (advanced)
- Executive Summary ProseMirror sample (copy/paste)
- Executive Summary (ProseMirror JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Key Id
- Clear Client Key Id
- Client Key Name
- Clear Client Key Name
- Create Payload TitleRequired
- Create Payload Category
- Clear Create Payload Category
- Create Payload ImpactRequired
- Create Payload StatusRequired
- Create Payload Location
- Clear Create Payload Location
- Create Payload Description
- Clear Create Payload Description
- Create Payload Is Third Party
- Clear Create Payload Is Third Party
- Create Payload Billing CycleRequired
- Create Payload Billing Cost SubunitsRequired
- Create Payload Billing Cost Currency Code
- Clear Create Payload Billing Cost Currency Code
- Create Payload Billing Cost TypeRequired
- Create Payload Billing Per Seat Cost Subunits
- Clear Create Payload Billing Per Seat Cost Subunits
- Create Payload Billing Number Of Seats
- Clear Create Payload Billing Number Of Seats
- Create Payload Billing Start At
- Clear Create Payload Billing Start At
- Create Payload Billing Is Auto Renew
- Clear Create Payload Billing Is Auto Renew
- Create Payload End At
- Clear Create Payload End At
- Create Payload Should Budget Past End DateRequired
- Create Payload Notify Days Before End Date
- Clear Create Payload Notify Days Before End Date
- Create Payload Is BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Hardware KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- File NameRequired
- Content Base64Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Agreement Item NameRequired
- Agreement Item Description
- Clear Agreement Item Description
- Agreement Item Start At
- Clear Agreement Item Start At
- Agreement Item End At
- Clear Agreement Item End At
- Agreement Item Total Price SubunitsRequired
- Agreement Item Unit Price Subunits
- Clear Agreement Item Unit Price Subunits
- Agreement Item Quantity
- Clear Agreement Item Quantity
- Agreement Item Price TypeRequired
- Agreement Item Is BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Is CompletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Question EvaluationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Name
- Clear Name
- SectionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Description
- Clear Description
- Site Id
- Clear Site Id
- Expires At
- Clear Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IdRequired
- Client IdRequired
- Cadence TypeRequired
- Cadence Fire At Utc
- Cadence Period
- Cadence Day Selector Month
- Cadence Day Selector Day
- Cadence Day Selector Weekday
- Cadence Day Selector Ordinal
- Cadence Time Of Day Utc
- Send To Key ContactsRequired
- RecipientsRequired
- Email SubjectRequired
- Email BodyRequired
- Attach PdfRequired
- Activate On SaveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IdRequired
- Cadence
- Clear Cadence
- Send To Key Contacts
- Clear Send To Key Contacts
- Email Subject
- Clear Email Subject
- Email Body
- Clear Email Body
- Attach Pdf
- Clear Attach Pdf
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Email SubjectRequired
- Email BodyRequired
- Cadence
- Clear Cadence
- Recipient
- Clear Recipient
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Email SubjectRequired
- Email BodyRequired
- Test EmailRequired
- Cadence
- Clear Cadence
- Recipient
- Clear Recipient
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Is PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action Item IdRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Meeting IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LabelRequired
- Description
- Clear Description
- Group Key
- Clear Group Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Hardware KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LabelRequired
- Base StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Meeting IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative Status IdRequired
- Custom Label
- Clear Custom Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Initiative Tag IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Assigned User IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Fiscal Quarter
- Clear Fiscal Quarter
- Target Start Date
- Clear Target Start Date
- Target End Date
- Clear Target End Date
- Target Precision
- Clear Target Precision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Contact KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- User KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Is CompletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Deliverable IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Field ValuesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deliverable IdRequired
- Name
- Clear Name
- Status
- Clear Status
- Sections
- Clear Sections
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Comments
- Clear Comments
- Contact EmailRequired
- Contact Client Id
- Clear Contact Client Id
- Contact Client Name
- Clear Contact Client Name
- Cover Page Content
- Clear Cover Page Content
- Cover Page Subtitle
- Clear Cover Page Subtitle
- Cover Page Title
- Clear Cover Page Title
- Currency Iso
- Clear Currency Iso
- Custom Number
- Clear Custom Number
- Expired At
- Clear Expired At
- Internal Notes
- Clear Internal Notes
- Name
- Clear Name
- Owner
- Clear Owner
- Tax Codes
- Clear Tax Codes
- Template IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Update Payload TitleRequired
- Update Payload Description Json
- Clear Update Payload Description Json
- Update Payload Due At
- Clear Update Payload Due At
- Update Payload Assigned User KeysRequired
- Update Payload Description
- Clear Update Payload Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContractRequired
- ClientRequired
- TitleRequired
- Billing CycleRequired
- Billing Cost TypeRequired
- Billing Cost (in subunits)Required
- Billing Start DateRequired
- ImpactRequired
- StatusRequired
- Budget Past End DateRequired
- Description
- Category
- Location
- Per Seat Cost (subunits)
- Number of Seats
- Auto Renew
- Is Third Party
- End Date
- Notify Days Before End Date
- Billable
- Billing Currency Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InitiativeRequired
- Name
- Executive Summary
- Executive Summary formatting (advanced)
- Executive Summary ProseMirror sample (copy/paste)
- Executive Summary (ProseMirror JSON)
- Clear Executive Summary
- Internal Only
- Assigned Contact ID
- Clear Assigned Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Page Size
- History Days
- Sort
- Cursor
- Filter Client Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Fetch Items
- Evidence Request
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Id
- Filter Client Tenant Id
- Filter Client Name
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Framework IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Risk IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
- Rules
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Policy IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Control IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Id
- Filter Client Id
- Filter Record Lineage Source Record Id
- Filter Record Lineage Integration Configuration Id
- Filter Record Lineage Integration Configuration Vendor Id
- Filter Record Lineage Integration Configuration Vendor Brand Name
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assessment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Goal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SaaS User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Id
- Filter Name
- Filter Is Hidden
- Filter Status
- Filter Cost Type
- Filter Billing Cycle
- Filter Location
- Filter Is Third Party
- Filter Auto Renew
- Filter Expiry
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Id
- Filter Status
- Filter Created By
- Filter Has Meeting
- Filter Meeting Id
- Filter Name
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assessment Template IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Frequency
- Period Count
- Starting Date
- Include Overdue
- Include Not Scheduled
- Filter Status
- Filter Name
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template Id
- Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deliverable IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Start DateRequired
- End DateRequired
- Compare Start Date
- Compare End Date
- Filter
- Sort
- Page Size
- Cursor
- Q
- Has Compliance Gap
- Missing Frameworks
- Compliance Frameworks
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Start DateRequired
- End DateRequired
- Compare Start Date
- Compare End Date
- Filter
- Sort
- Page Size
- Cursor
- Q
- Has Compliance Gap
- Missing Frameworks
- Compliance Frameworks
- Users Limit
- Users Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Id
- Filter Assigned User Id
- Filter Created At
ActionThis is an event a Zap performs.SearchFind existing data in your app- Goal IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Is Archived
ActionThis is an event a Zap performs.SearchFind existing data in your app- Goal Template IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative Template IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
- Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Fields
- Sort
- Filter Category Id
- Filter Code
- Filter Manufacturer Id
- Filter Name
- Filter Record Created At
- Filter Record Updated At
- Filter Sku
- Filter Supplier Id
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Title
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Status
- Assessment Template ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Name
- Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Status
- Title
- Target Period Year
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor Name
- Vendor ID
- Category
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name contains
- Title contains
- Is ScalePad User
- Reports to Member ID
- Hourly Cost Equals
- Daily Capacity Equals
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Client Name contains
- Is Admin
- Is Active
- MFA Enabled
- Asset Status
- Product Name
- Product Category
- Default MFA Method
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Initial Seconds
- Auto Start
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ClientRequired
- Completed?
- Overdue?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client Name contains
- Lifecycle
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Client Name contains
- Is Admin
- Is Active
- MFA Enabled
- Asset Status
- Product Name
- Product Category
- Default MFA Method
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Title
- Description
- Owner Email
- Assignee Email
- Repeat Type
- Schedule Frequency
- Schedule Interval
- Schedule Days Of Week
- Schedule Day Of Month
- Schedule Start Date
- Schedule End Type
- Schedule End Date
- Schedule Occurrences
- Mappings Objectives
- Mappings Control Codes
- Mappings Assessment Question Codes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Framework IdRequired
- Objective IdRequired
- Status
- Target Maturity
- Current Maturity Name
- Current Maturity Observation
- Implementation Details
- In Scope
- Description
- Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Question CodeRequired
- AnswerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Title
- Policy Template Name
- Sections
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Type
- Name
- Description
- Tag
- Contributors
- Owner Email
- Control Set Name
- Control Family Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Control IdRequired
- Name
- Description
- Code
- Status
- Owner
- Type
- Frequency
- Team
- Implementation Notes
- Control Family Name
- Control Set Name
- Priority
- Effectiveness
- Tags
- Contributors
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Risk IdRequired
- Code
- Title
- Description
- Status
- Owner Email
- Team
- Department
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- TitleRequired
- Assessment Template IDRequired
- Evaluate User IDRequired
- Evaluate AtRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Title
- Description
- Status
- Target Period
- Outcome IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Title
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
- Owner
- External Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Client IdRequired
- Update Payload TitleRequired
- Update Payload Category
- Clear Update Payload Category
- Update Payload ImpactRequired
- Update Payload StatusRequired
- Update Payload Location
- Clear Update Payload Location
- Update Payload Description
- Clear Update Payload Description
- Update Payload Is Third Party
- Clear Update Payload Is Third Party
- Update Payload Billing CycleRequired
- Update Payload Billing Cost SubunitsRequired
- Update Payload Billing Cost Currency Code
- Clear Update Payload Billing Cost Currency Code
- Update Payload Billing Cost TypeRequired
- Update Payload Billing Per Seat Cost Subunits
- Clear Update Payload Billing Per Seat Cost Subunits
- Update Payload Billing Number Of Seats
- Clear Update Payload Billing Number Of Seats
- Update Payload Billing Start At
- Clear Update Payload Billing Start At
- Update Payload Billing Is Auto Renew
- Clear Update Payload Billing Is Auto Renew
- Update Payload End At
- Clear Update Payload End At
- Update Payload Should Budget Past End DateRequired
- Update Payload Notify Days Before End Date
- Clear Update Payload Notify Days Before End Date
- Update Payload Is BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Hardware KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Is HiddenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Agreement IdRequired
- Agreement Item IdRequired
- Agreement Item NameRequired
- Agreement Item Description
- Clear Agreement Item Description
- Agreement Item Start At
- Clear Agreement Item Start At
- Agreement Item End At
- Clear Agreement Item End At
- Agreement Item Total Price SubunitsRequired
- Agreement Item Unit Price Subunits
- Clear Agreement Item Unit Price Subunits
- Agreement Item Quantity
- Clear Agreement Item Quantity
- Agreement Item Price TypeRequired
- Agreement Item Is BillableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment IdRequired
- TitleRequired
- Evaluate User IdRequired
- Evaluate AtRequired
- Include ResponsesRequired
- Include Private CommentsRequired
- Include Public CommentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Internal CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Template IdRequired
- Name
- Clear Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deliverable IdRequired
- Assessment Template IdRequired
- Report TitleRequired
- Report TypeRequired
- Include Public CommentsRequired
- Include Linked InitiativesRequired
- Pdf Report TypeRequired
- Included Scores
- Clear Included Scores
- Include Private Comments
- Clear Include Private Comments
- Display Tags
- Clear Display Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Cadence TypeRequired
- Cadence Fire At Utc
- Cadence Period
- Cadence Day Selector Month
- Cadence Day Selector Day
- Cadence Day Selector Weekday
- Cadence Day Selector Ordinal
- Cadence Time Of Day Utc
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IdRequired
- Contact Id
- Clear Contact Id
- Email
- Clear Email
- First Name
- Clear First Name
- Last Name
- Clear Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Is CompletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action Item IdRequired
- Ticket IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal Template IdRequired
- Title
- Clear Title
- Client Key Id
- Clear Client Key Id
- Client Key Name
- Clear Client Key Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal IdRequired
- Meeting IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Outcome IdRequired
- Label
- Clear Label
- Is Archived
- Clear Is Archived
- Description
- Clear Description
- Group Key
- Clear Group Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Target Period
- Clear Target Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Hardware KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Meeting IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Opportunity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Initiative Tag IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
- Initiative Template IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Budget Line Items
- Clear Budget Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Recurring Line Items
- Clear Recurring Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Initiative Status Id
- Clear Initiative Status Id
- Status
- Clear Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Contact KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- User KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Deliverable IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Goal IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Initiative IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
- Note IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fields
- Billing Address Address Line 1
- Billing Address Address Line 2
- Clear Billing Address Address Line 2
- Billing Address City
- Billing Address Country CodeRequired
- Billing Address Postal Code
- Clear Billing Address Postal Code
- Billing Address State Prov Code
- Clear Billing Address State Prov Code
- Billing EmailRequired
- Billing First NameRequired
- Billing Last NameRequired
- Billing Mobile Phone
- Billing OrganizationRequired
- Billing Work Phone
- Client
- Clear Client
- Shipping Address Address Line 1
- Shipping Address Address Line 2
- Clear Shipping Address Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping Address Postal Code
- Clear Shipping Address Postal Code
- Shipping Address State Prov Code
- Clear Shipping Address State Prov Code
- Shipping Email
- Shipping First Name
- Shipping Label
- Shipping Last Name
- Shipping Organization
- Shipping Phone
- Title
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Section IdRequired
- RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Section IdRequired
- Line Item IdRequired
- Category Id
- Code
- Description
- Discount
- Clear Discount
- Manufacturer
- Clear Manufacturer
- Name
- Quantity Decimal
- Recurring Interval
- Clear Recurring Interval
- Sku
- Supplier
- Clear Supplier
- Taxable
- Unit Cost Decimal
- Unit Price Decimal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Fields
- Billing Address Address Line 1
- Clear Billing Address Address Line 1
- Billing Address Address Line 2
- Clear Billing Address Address Line 2
- Billing Address City
- Clear Billing Address City
- Billing Address Country Code
- Clear Billing Address Country Code
- Billing Address Postal Code
- Clear Billing Address Postal Code
- Billing Address State Prov Code
- Clear Billing Address State Prov Code
- Billing Email
- Clear Billing Email
- Billing First Name
- Clear Billing First Name
- Billing Last Name
- Clear Billing Last Name
- Billing Mobile Phone
- Clear Billing Mobile Phone
- Billing Organization
- Clear Billing Organization
- Billing Work Phone
- Clear Billing Work Phone
- Shipping Address Address Line 1
- Clear Shipping Address Address Line 1
- Shipping Address Address Line 2
- Clear Shipping Address Address Line 2
- Shipping Address City
- Clear Shipping Address City
- Shipping Address Country Code
- Clear Shipping Address Country Code
- Shipping Address Postal Code
- Clear Shipping Address Postal Code
- Shipping Address State Prov Code
- Clear Shipping Address State Prov Code
- Shipping Email
- Clear Shipping Email
- Shipping First Name
- Clear Shipping First Name
- Shipping Label
- Clear Shipping Label
- Shipping Last Name
- Clear Shipping Last Name
- Shipping Organization
- Clear Shipping Organization
- Shipping Phone
- Clear Shipping Phone
- Title
- Clear Title
- Website
- Clear Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssessmentRequired
- TitleRequired
- Evaluate User IDRequired
- Evaluate AtRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Title
- Description
- Status
- Target Period
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
- Clear Description
- Outcome IDs
- Assigned Contact ID
- Clear Assigned Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MeetingRequired
- TitleRequired
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
- Owner
- External Attendees
- User Attendees
- Contact Attendees
- Recurrence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Page Size
- History Days
- Sort
- Cursor
- Filter Device Name
- Filter Device Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
- History Days
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Tenant Id
- Filter Client Name
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Start Date
- End Date
- Include History
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Framework IdRequired
- Objective IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Question CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Action Item IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Evidence IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Filter
- Fields
- Page Size
- Cursor
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Id
- Filter Source System
- Filter Source Product Id
- Filter Source Product Identifier
- Filter Name
- Filter Category
- Filter Subcategory
- Filter Product Type
- Filter Product Class
- Filter Manufacturer Name
- Filter Is Active
- Filter Updated At
- Filter Record Lineage Source Record Id
- Filter Record Lineage Integration Configuration Id
- Filter Record Lineage Integration Configuration Vendor Id
- Filter Record Lineage Integration Configuration Vendor Brand Name
- Filter Record Created At
- Filter Record Updated At
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- ClientRequired
- Action Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Hardware Asset IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SaaS Asset IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Service Contract IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Agreement IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Agreement Template IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Is Archived
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assessment Template IdRequired
- Assessment Template Question IdRequired
- Filter Client Id
- Filter Scope
- Filter Site Id
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Schedule IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Schedule IdRequired
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Action Item IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
- Start DateRequired
- End DateRequired
- Filter
- GranularityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Goal IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Goal IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Title
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Initiative IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Include Unscheduled
- Include Internal
- Currency Scope
- Group By
- Filter Needs Attention
- Filter Client Id
- Filter Status
- Filter Priority
- Filter Scheduled
- Filter Scheduled Period
- Filter Assigned User Id
- Filter Tag Id
- Filter Created At
- Filter Updated At
- Filter Created Period
- Filter Updated Period
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
- Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Fields
- Sort
- Filter Id
- Filter Client Id
- Filter Billing Email
- Filter Email
- Filter First Name
- Filter Last Name
- Filter Phone
- Filter Organization
- Filter Address
- Filter City
- Filter Country
- Filter Region
- Filter Postal Code
- Filter Record Created At
- Filter Record Updated At
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter MpnRequired
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter Expired At
- Filter Record Created At
- Filter Record Updated At
- Filter Won At
- Filter Client Id
- Filter Custom Number
- Filter Draft
- Filter Email Status
- Filter Id
- Filter Lm Initiative Id
- Filter Name
- Filter Primary
- Filter Recurring Interval
- Filter Stage
- Filter Uuid
- Sort
- Page Size
- Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your app- ClientRequired
- Completed?
- Overdue?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client Name
- Lifecycle
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Expiry Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Include Archived Notes
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client
- Client Name contains
- Status
- Product Name
- Product Category
- Auto-Renewed
- Pool Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
For AI agents & developers
Use Accelo and ScalePad with AI agents and code
Beyond Zap workflows. Call Accelo and ScalePad actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect Zapier MCPConnect via Zapier MCP
Expose Accelo and ScalePad actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
- Create/Update Contact
- Backup Radar: Ingest Backup Results
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Typescript
Run the SDK docsCall from code with the Zapier SDK
Trigger Accelo and ScalePad actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* accelo / scalepad action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Accelo and ScalePad to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
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