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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Created" from Apizeal.

Add your action

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

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Zapier seamlessly connects Apizeal and Pipefile, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

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Connect Apizeal and Pipefile 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.

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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.

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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.

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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.

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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.

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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.

triggers, actions, or triggers and actions

Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Last Name
- Email Address
- Phone Number
- Date of Birth
- Search in Contacts, Leads, or both
Action
Search
- Last Name
- Date of Birth
- Zip Code
- Product Type
Action
Search
File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
Trigger
Instant
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File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
Trigger
Instant
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- Name
  Required
- Email Address
- Phone Number
- Tags
Action
Write

Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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- Title
  Required
- Description
- Start
  Required
- End
  Required
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- First Name
- Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access Role
  Required
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Contact ID
  Required
- Product Type
Action
Search
File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request - File Uploaded
Triggers when a client uploads a file to a request.
Trigger
Instant
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File Request Reminder Sent
Triggers when a file request reminder is sent.
Trigger
Instant
Try It
- Name
  Required
- Email Address
- Phone Number
Action
Write
- Search
Action
Search

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

Related categories

Content & Files

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