Albi Integrations

Name: Zapier
Availability: InStock

Put Albi to work with AI and enterprise-grade automation

Automate smarter with Albi and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

SendGrid

Transactional Email

Twilio

Phone & SMS

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Badger Maps

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

ServiceTitan

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

SendGrid

Transactional Email

Twilio

Phone & SMS

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Badger Maps

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

SendGrid

Transactional Email

Twilio

Phone & SMS

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Badger Maps

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

ServiceTitan

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Manage new Albi projects by creating corresponding folders in Dropbox
Details
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Albi + Dropbox
Create and update LeadConnector contacts from new Albi contacts
Details
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Albi + LeadConnector
Create new monday.com items for every Albi project automatically
Details
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Albi + monday.com
Create relationship activities in Albi from new Pipedrive notes
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Pipedrive + Albi
Create sms alerts in Twilio for new Albi projects
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Albi + Twilio
Create new Any.do Personal tasks from new Albi tasks
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Albi + Any.do Personal

Manage new Albi projects by creating corresponding folders in Dropbox

Details

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Albi + Dropbox

Create and update LeadConnector contacts from new Albi contacts

Details

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Albi + LeadConnector

Create new monday.com items for every Albi project automatically

Details

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Albi + monday.com

Create relationship activities in Albi from new Pipedrive notes

Details

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Pipedrive + Albi

Create sms alerts in Twilio for new Albi projects

Details

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Albi + Twilio

Create new Any.do Personal tasks from new Albi tasks

Details

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Albi + Any.do Personal

Create Albi contacts for newly created or updated HubSpot companies

Details

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HubSpot + Albi

Create Albi contacts for new HubSpot companies

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HubSpot + Albi

Create new Albi contacts from new HubSpot contacts

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HubSpot + Albi

Create Albi contacts from updated Keap contacts

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Keap + Albi

Create new Albi contacts from new Copper companies

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Copper + Albi

Create new Albi contacts from new Copper people

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Copper + Albi

Create Albi contacts for newly created or updated HubSpot companies
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HubSpot + Albi
Create Albi contacts for new HubSpot companies
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HubSpot + Albi
Create new Albi contacts from new HubSpot contacts
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HubSpot + Albi
Create Albi contacts from updated Keap contacts
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Keap + Albi
Create new Albi contacts from new Copper companies
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Copper + Albi
Create new Albi contacts from new Copper people
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Copper + Albi

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 Status Change
Triggers when a contact status is changed.
Trigger
Polling
Try It
New Organization
When a new organization is created
Trigger
Instant
Try It
New Relationship Activity
When a new relationship activity is created.
Trigger
Instant
Try It
New Task
When a task is created
Trigger
Instant
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
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Project Status Changed
When a project status changed
Trigger
Instant
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Task In-Progress
When a task is marked in-progress
Trigger
Instant
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- Name
  Required
- Status
  Required
Action
Write
- Name
  Required
- Types
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral Source
  Required
- Latitude
- Longitude
- Sandbox
Action
Write
- Project
  Required
- Notes
  Required
Action
Write
- Title
  Required
- Start Date & Time
  Required
- Start Time Zone
  Required
- End Date & Time
  Required
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
Action
Write
- Contact ID
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Staff ID
  Required
Action
Write
- Date ID
  Required
Action
Write
- To
  Required
- From
- From Name
- Reply To
- Subject
- Text
- html
- Project ID
- From Company Email If Available
Action
Write
- Event ID
  Required
Action
Search
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Invoice ID
  Required
Action
Search
- Project ID
  Required
- Payment ID
  Required
Action
Search
- Project ID
  Required
Action
Search

New Contact
When a contact is created
Trigger
Instant
Try It
New Project
When a project is created
Trigger
Instant
Try It
New Relationship
When a new Organization or Contact is created
Trigger
Instant
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Polling
Try It
Project Linked
Fires when a project gets linked
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
Try It
- Contact
  Required
- Status
Action
Write
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Phone Number
- Email
- Referral Source
  Required
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
Action
Write
- Project Type Id
  Required
- Project Type Identifier
- Project Sub Type ID
- Project Sub Type Identifier
- Location ID
  Required
- Location Identifier
- Property Type
  Required
- Use Contact Address
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- County
- Latitude
- Longitude
- Covered Loss
- Loss Adjuster Reference
- Sandbox
- Year Built
- Insurance Company
- Insurance Policy
- Insurance Claim Number
- Deductible
- Insurance Policy Limit
- Link To Original Project
- Unique Number
- Project ID To Link
- Lead ID
- Project Customer: Type
- Project Customer: Existing Contact ID
- Project Customer: Existing Contact Identifier
- Project Customer: Existing Organization ID
- Project Customer: existing Organization Identifier
- Project Customer: Existing Organization ContactIds
- Project Customer: Organization Name
- Project Customer: First Name
- Project Customer: Last Name
- Project Customer: Email
- Project Customer: Phone Number
- Project Customer: Use Organization Address
- Project Customer: Organization ID
- Project Customer: Organization Identifier
- Project Customer: Referral Source ID
- Project Customer: Referral Source Identifier
- Project Customer: Relationship Status ID
- Project Customer: Relationship Status Identifier
- Project Customer: Parent Organization ID
- Project Customer: Parent Organization Identifier
- projectCustomer: Salesperson ID
- Project Customer: Salesperson Identifier
- Project Customer: Address 1
- Project Customer: Address 2
- Project Customer: City
- Project Customer: State
- Project Customer: Zip Code
- Project Customer: Country
- Project Customer: Latitude
- Project Customer: Longitude
- Project Customer: Sandbox
- Project Referrer: Type
- Project Referrer: Existing Source ID
- projectReferrer: Existing Contact ID
- Project Referrer: Existing Organization ID
- Project Referrer: Existing Referral Source ID
- Project Referrer: Existing Referral Source Identifier
- Project Referrer: Existing Salesperson ID
- Project Referrer: Existing Salesperson Identifier
- Project Referrer: Organization Name
- Project Referrer: First Name
- Project Referrer: Last Name
- Project Referrer: Email
- Project Referrer: Phone Number
- Project Referrer: Use Organization Address
- Project Referrer: Organization ID
- Project Referrer: Organization Identifier
- Project Referrer: Referral Source ID
- Project Referrer: Referral Source Identifier
- Project Referrer: Parent Organization ID
- Project Referrer: Parent Organization Identifier
- Project Referrer: Salesperson ID
- Project Referrer: Salesperson Identifier
- Project Referrer: Address 1
- Project Referrer: Address 2
- Project Referrer: City
- Project Referrer: State
- Project Referrer: Zip Code
- Project Referrer: Country
- Project Referrer: Latitude
- Project Referrer: Longitude
- Project Referrer: Sandbox
- Project ID
- Project Identifier
- Staff ID
- Staff Identifier
- Project Role ID
- Project Role Identifiers
- Current User ID
- Current User Identifier
- Price List ID
- Price List Identifier
Action
Write
- Staff
- Task Action
  Required
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Relationship Name
  Required
- Type
  Required
- Date
  Required
- Notes
Action
Write
- Organization ID
  Required
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project ID
  Required
- Project Identifier
- ID
- Identifier
- Key ID
  Required
- Key Identifier
- Name
  Required
- Flags
- Value
- Source
- Source Date Name
Action
Write
- Project Id
  Required
Action
Search
- Project ID
  Required
- Expense ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search
- Project ID
  Required
- Page
- Page Size
Action
Search

Albi Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Albi

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

HelpHelp

Related categories

Sales & CRM

Albi Integrations

Put Albi to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Manage new Albi projects by creating corresponding folders in Dropbox

Create and update LeadConnector contacts from new Albi contacts

Create new monday.com items for every Albi project automatically

Create relationship activities in Albi from new Pipedrive notes

Create sms alerts in Twilio for new Albi projects

Create new Any.do Personal tasks from new Albi tasks

Manage new Albi projects by creating corresponding folders in Dropbox

Create and update LeadConnector contacts from new Albi contacts

Create new monday.com items for every Albi project automatically

Create relationship activities in Albi from new Pipedrive notes

Create sms alerts in Twilio for new Albi projects

Create new Any.do Personal tasks from new Albi tasks

Create Albi contacts for newly created or updated HubSpot companies

Create Albi contacts for new HubSpot companies

Create new Albi contacts from new HubSpot contacts

Create Albi contacts from updated Keap contacts

Create new Albi contacts from new Copper companies

Create new Albi contacts from new Copper people

Create Albi contacts for newly created or updated HubSpot companies

Create Albi contacts for new HubSpot companies

Create new Albi contacts from new HubSpot contacts

Create Albi contacts from updated Keap contacts

Create new Albi contacts from new Copper companies

Create new Albi contacts from new Copper people

Supported triggers and actions

Albi Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Albi Integrations

Popular Albi Integrations

Albi Integrations

Put Albi to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Manage new Albi projects by creating corresponding folders in Dropbox

Create and update LeadConnector contacts from new Albi contacts

Create new monday.com items for every Albi project automatically

Create relationship activities in Albi from new Pipedrive notes

Create sms alerts in Twilio for new Albi projects

Create new Any.do Personal tasks from new Albi tasks

Manage new Albi projects by creating corresponding folders in Dropbox

Create and update LeadConnector contacts from new Albi contacts

Create new monday.com items for every Albi project automatically

Create relationship activities in Albi from new Pipedrive notes

Create sms alerts in Twilio for new Albi projects

Create new Any.do Personal tasks from new Albi tasks

Create Albi contacts for newly created or updated HubSpot companies

Create Albi contacts for new HubSpot companies

Create new Albi contacts from new HubSpot contacts

Create Albi contacts from updated Keap contacts

Create new Albi contacts from new Copper companies

Create new Albi contacts from new Copper people

Create Albi contacts for newly created or updated HubSpot companies

Create Albi contacts for new HubSpot companies

Create new Albi contacts from new HubSpot contacts

Create Albi contacts from updated Keap contacts

Create new Albi contacts from new Copper companies

Create new Albi contacts from new Copper people

Albi Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Albi Integrations

Popular Albi Integrations

Connect Your App Accounts to Zapier