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How Zapier works

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

Select a trigger from Albi

A trigger is an event that starts your Zap and runs the workflow. For example, with Albi, a trigger could be "Contact Status Change."

A trigger is the event that kicks off your automated workflow.

Setup an action from Swell

An action is what takes place after the automation is triggered. For example, with Swell, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Albi to Swell

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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

Learn about AI automation

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Connect Albi and Swell 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.

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.

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
New Organization (Deprecated)
Triggers when a new organization is created.
Trigger
Polling
Try It

New Relationship Activity (Deprecated)
Triggers when a new relationship activity is created.
Trigger
Polling
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
- Status
- Status In Days
Trigger
Polling
Try It
Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- Name
  Required
- Status
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
- Staff
- Task Action
  Required
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Date ID
  Required
Action
Write
- Project Id
  Required
Action
Search
- Project Id
  Required
Action
Search
- Tag
Action
Write
- Name
  Required
- Phone Number
- Location ID
- Send a template?
  Required
- Template ID
- Message
- Direction
  Required
Action
Write

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
New Contact (Deprecated)
Triggers when a new contact is created.
Trigger
Polling
Try It
New Project (Deprecated)
Triggers when a new project is created.
Trigger
Polling
Try It
New Task (Deprecated)
Triggers when a new task is created.
Trigger
Polling
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Project Status Changed
When a project status changed
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
Action
Write
- Project
  Required
- Notes
  Required
Action
Write
- Relationship Name
  Required
- Type
  Required
- Date
  Required
- Notes
Action
Write
- Contact ID
  Required
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Project Id
  Required
Action
Search
- Name
  Required
- Phone Number
- Email
- Location ID
Action
Write
- Name
  Required
- Email
- Phone Number
- Tag
- Override Send Limitation
- Location ID
- Campaign ID
  Required
- How to send
  Required
- Date
  Required
- Hour
- Minute
- AM or PM
Action
Write
- Tag Name
  Required
- Date
  Required
- Hour
- Minute
- AM or PM
Action
Write

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.

Related categories

About Swell

Swell helps your business generate new reviews and generate feedback from customers.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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