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Choose a Trigger

Choose an Action

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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 "New Contact Types" from SweetAssist.

Add your action

An action happens after the trigger—such as "Run Agent" in Agents.

You’re connected!

Zapier seamlessly connects SweetAssist and Agents, 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.

- Contact Type
  Required
- Updated At
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- Email
  Required
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
Action
Write
- Zap_id
- Zap_run_id
- Zap_step_id
- Agent
  Required
- Agent Input Message
- Pause Zap Run Until the Agent Replies?
- Agent_template_info
Action
Write

- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Trigger
Instant
Try It
- FIrst Name
  Required
- Last Name
  Required
- Email
  Required
- Gender
- Telephone
- Nick Name
- Work Email
- Personal Email
- Fax
- Website URL
- DBA name
- Start Date
- Previous Brokerage
- Social Security Number
- Corporation name
- EIN
- Date of Birth
- Drivers License Number
- Have you moved your Real Estate License (YES/NO)
- Real estate license Number
- Expiration Date
- Issue Date
- Real Estate Association
- MLS Id
- Notes
- MLS Office ID
- Mailing Address
- Mailing Address 2
- Zip Code
Action
Write
- Email
  Required
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Company
- Website
- Business Address
- Notes
Action
Write

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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

Connect SweetAssist and Agents 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

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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 SweetAssist to Agents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

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