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Connect Apizeal to Pipefile and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Apizeal

A trigger is an event that starts your Zap and runs the workflow. For example, with Apizeal, a trigger could be "Contact Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipefile

An action is what takes place after the automation is triggered. For example, with Pipefile, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Apizeal to Pipefile

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

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.

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Choose a Trigger
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Choose an Action

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.

  • Apizeal triggers, actions, and search
    Calendar Event Created

    Triggers when a calendar event is created in Apizeal

    Trigger
    Instant
    Try It
  • Apizeal triggers, actions, and search
    User Created

    Triggers when a user is created in Apizeal

    Trigger
    Instant
    Try It
    • 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
apizeal logo
apizeal logo
About Apizeal
Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.
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Related categories
  • CRM (Customer Relationship Management)
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    pipefile logo
    pipefile logo
    About Pipefile
    Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving
    Help
    Related categories

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