Connect StreamYard and AdvisorEngine CRM to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate StreamYard with AdvisorEngine CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Registrant (All Webinars)" from StreamYard.

Add your action

An action happens after the trigger—such as "Create Household" in AdvisorEngine CRM.

You’re connected!

Zapier seamlessly connects StreamYard and AdvisorEngine CRM, automating your workflow.

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.

New Registrant (All Webinars)
Triggers when someone registers to any of your webinars.
Trigger
Instant
Try It
Update Registrant Status (All Webinars)
Triggers when registrant's status changes - attended live or on demand.
Trigger
Instant
Try It
Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
Opportunity Status Updated
Triggers when an existing opportunity's status is updated.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Write

- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- 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
Action
Write
- IdentifiersHeader
- Household ID
  Required
- IntegrationHeader
- Source Name
- External Id
- ContactDetailsHeader
- Primary Email
- Primary Phone
- AddressHeader
- Address Line 1
- City
- State
- Zipcode
- Country
Action
Write

- Client First Name
- Client Last Name
- Client Primary Phone Number
- Client Primary Email
- External ID
- Source Name
Action
Search
- Household ID
- Opportunity Description
- Opportunity Status
- Date Range - Created After
- Date Range - Created Before
- Source Name
- External ID
- Sort By Recency
Action
Search
- 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 Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Search or write

- Upcoming Webinar
  Required
Trigger
Instant
Try It
- Upcoming Webinar
  Required
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- HouseholdHeader
- Household Id
  Required
- OpportunityHeader
- Source Name
  Required
- External Id
  Required
- Opportunity Description
  Required
- Opportunity Type
- Sub Type
- Urgency
- Owner
  Required
- Office
  Required
- Identified By
  Required
- Date Identified
  Required
- Status
  Required
- Comments
- Next Step
- Projected Recurring Revenue
- Projected Non-Recurring Revenue
- Projected Asset Value
- Temperature
- Probability (%)
- Projected Close Date
- Source Channel
- Source Channel Detail
- Current Custodian or Provider
- Competition
Action
Write
- IdentifiersHeader
- Household ID
  Required
- Client ID
  Required
- IntegrationHeader
- Source Name
- External ID
- ContactDetailsHeader
- Primary Email
- Primary Phone
- AddressHeader
- Address Line 1
- City
- State
- Zipcode
- Country
Action
Write
- HouseholdHeader
- Household Id
  Required
- Opportunity Id
  Required
- UpdateFieldsHeader
- Source Name
- External Id
- Opportunity Description
- Opportunity Type
- Sub Type
- Urgency
- Owner
- Office
- Identified By
- Date Identified
- Status
- Comments
- Next Step
- Years of Contract
- Projected Recurring Revenue
- Projected Non-Recurring Revenue
- Actual Recurring Revenue
- Actual Non-Recurring Revenue
- Projected Asset Value
- Actual Asset Value
- Temperature
- Probability (%)
- Projected Close Date
- Completed
- Completed By
- Date Completed
- Won/Lost
- Reason Lost
- Source Channel
- Source Channel Detail
- Current Custodian or Provider
- Competition
Action
Write
- 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
Action
Search
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
Action
Search
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- 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
Action
Search or write

For AI agents & developers

Use StreamYard and AdvisorEngine CRM with AI agents and code

Beyond Zap workflows. Call StreamYard and AdvisorEngine CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose StreamYard and AdvisorEngine CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Household

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger StreamYard and AdvisorEngine CRM 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({ /* streamyard / advisorengine-crm action */ });

Run the SDK docs

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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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 StreamYard and AdvisorEngine CRM 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

Level up your StreamYard to AdvisorEngine CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About StreamYard

StreamYard is a professional live streaming, recording and webinar studio right within your browser. Create live and on demand webinars with StreamYard On-Air.

Learn moreLearn moreHelpHelp

Related categories

Webinars

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

HelpHelp