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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 "Get Company Names" from Aero Workflow.

Add your action

An action happens after the trigger—such as "Create Contact" in Hatch.

You’re connected!

Zapier seamlessly connects Aero Workflow and Hatch, automating your workflow.

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

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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

Make work flow with AI

Level up your Aero Workflow to Hatch integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Aero Workflow and Hatch 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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

Get Company Names
Trigger for Company dynamic dropdown.
Trigger
Polling
Try It
- Name
  Required
- Default Email Address
- Phone
- Website
- Account Number
- Fax
- Hourly Billable Rate
- Monthly Fixed Fee
- Contact's First Name
- Contact's Last Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postal Code
- Address Country
- Notes
- Is Lead?
Action
Write
- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- DueDate
- Project
- Hat
- Company
- Contact
- From Email
- To Email
- CC Email
- BCC Email
- Body
- Comments
- Incoming Email
- Billable
- Fixed Fee
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Priority
  Required
- Status
  Required
- DueDate
- Company
- Contact
- Hat
- Project
- Description
- Billable
- Fixed Fee
Action
Write
- Name
  Required
- Active Filter
Action
Search
- BoardID
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact phone number
- Contact email
- Contact details
- Status
  Required
- BoardID
  Required
- Source
- Advanced: External Contact ID
- Advanced: External ID
Action
Write

- Subject
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Scheduled Duration
  Required
- Aero Type
  Required
- Priority
  Required
- Status
  Required
- DueDate
- Project
- Hat
- Company
- Contact
- Description
- Billable
- Fixed Fee
Action
Write
- First Name
  Required
- Last Name
  Required
- Default Email Address
- Office Phone
- Home Phone
- Mobile Phone
- Facebook Url
- LinkedIn Url
- Title
- Twitter Handle
- Notes
Action
Write
- Subject
  Required
- Aero Type
  Required
- Scheduled Start Date
  Required
- Assigned To
  Required
- Company
- Description
Action
Write
- Name
  Required
- Company Id
  Required
- Type
  Required
- Security Level
  Required
- User Name
- Secured Value
- Description
- Link
Action
Write
- BoardID
  Required
Trigger
Instant
Try It
- BoardID
  Required
Trigger
Instant
Try It

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

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About Hatch

Hatch is a conversation messaging platform that allows companies to send text, emails, and voicemails to their customers to set appointments and close more sales.

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