AdvisorEngine CRM Integrations
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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.
- Household Created
Triggers when a new household is created.
Try ItTriggerPolling - Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
ActionWrite- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
ActionSearch- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
- Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
ActionSearch or write
- Prospect Created
Triggers when a new prospect is created.
Try ItTriggerPolling - Source NameRequired
- External IdRequired
- First nameRequired
- Last nameRequired
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
ActionWrite- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
ActionSearch- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
- Source NameRequired
- External IdRequired
- First nameRequired
- Last nameRequired
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
ActionSearch or write
AdvisorEngine CRM Help & Support
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