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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.
- FileRequired
- DocumentTypeRequired
- CreationDate
- DocumentDate
- RelationIdentifier
- Tags (semicolon delimited)
ActionWrite- Registration dateRequired
- RelationIdentifier
- User e-mail (If empty uses the user connected through Zapier)
- Resource identifierRequired
- Time fromRequired
- Time toRequired
- Remark internal
- Remark invoice
ActionWrite- Relation typeRequired
- Crm TypeRequired
- First name (not for companies)
- Infix
- NameRequired
- National number (not for companies)
- Enterprise number (not for natural persons)
- Legal form XBRL code (not for natural persons)
- Birth date (ddMMyyyy, not for companies)
- Country 2-letter codeRequired
- Language
- Website
- Telephone number
- Mobile phone number
- Email
- Remark
- Address - Street
- Address - Additional info
- Address - Number
- Address - Box
- Address - City
- Address - Zip code
- Address - Country 2-letter code
- Code
- Number of employees
- Payment method
- Accounting relation code
- Jurisdiction
- Sector
- Rsz number
- E-mail address or employee guid for Associate
- E-mail address or employee guid for Responsible
- E-mail address or employee guid for Assistant
- E-mail address or employee guid for Backup Assistant
ActionWrite- Main task IdRequired
- Task templateRequired
- Sub Task templateRequired
- DeadlineRequired
- Is blocked
- Inapplicable
- StatusRequired
- Tags (semicolon delimited)
ActionWrite
- From EmailRequired
- To Emails (comma delimited)Required
- CC Emails (comma delimited)
- SubjectRequired
- BodyRequired
- Internet Message IdRequired
- Attachments
ActionWrite- RelationIdentifier
- Tag
ActionWrite- Task templateRequired
- RelationIdentifier
- Remark
- DeadlineRequired
- Tags (semicolon delimited)
ActionWrite
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