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How Zapier works
Zapier makes it easy to integrate Airtable with OrbisX - no code necessary. See how you can get setup in minutes.
Select a trigger from Airtable
Setup an action from OrbisX
That’s it! You just connected Airtable to OrbisX
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Connect Airtable and OrbisX 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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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.
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- BaseRequired
- TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BaseRequired
- TableRequired
- RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
- Include attachment content
- Max records
ActionThis is an event a Zap performs.SearchFind existing data in your app- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
- Include attachment content
- Max records
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Completed Event Hook
Triggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- Email
- Phone
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to View
- Include attachment content
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CacheCopy
- BaseRequired
- TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BaseRequired
- TableRequired
- RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your app- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to View
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Deleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Hook
Triggers when a new invoice is created
TriggerThis is the start of your Zap