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Select a trigger from AuditCase

A trigger is an event that starts your Zap and runs the workflow. For example, with AuditCase, a trigger could be "Update Client."

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

Setup an action from CalGet

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

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

That’s it! You just connected AuditCase to CalGet

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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

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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 AuditCase to CalGet 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 AuditCase and CalGet 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.

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.

triggers, actions, or triggers and actions

Update Client
Triggers when there's a client updated.
Trigger
Instant
Try It
Check Date
Triggers when there's a date validation resulted in true.
Trigger
Instant
Try It
- Team
- RSVP Event
  Required
Trigger
Polling
Try It

Update Task
Triggers when there's a task updated.
Trigger
Instant
Try It
Update Validsign
Triggers when there's an validsign update.
Trigger
Instant
Try It
- Team
- Event Title
  Required
- Event Description
  Required
- Event Location
  Required
- Event Start Date
  Required
- Event End Date
  Required
- Online Event?
- All day event?
- Timezone
  Required
- Collect RSVPs
- Calendar
  Required
- Design Template
  Required
Action
Write

About AuditCase

Dé CRM en DMS oplossing voor accountants.

Related categories

About CalGet

CalGet is an 'Add to Calendar' link generator with RSVP options. Create shareable event links for popular calendar apps.

Related categories

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