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Choose a trigger
A trigger is the event that starts your Zap—like a "New Bill Created" from Avaza.
Add your action
An action happens after the trigger—such as "Add Address to Lead" in Close.
You’re connected!
Zapier seamlessly connects Avaza and Close, automating your workflow.
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.
New Bill CreatedTriggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Company DeletedTriggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact DeletedTriggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Estimate CreatedTriggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Estimate UpdatedTriggers when an estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense DeletedTriggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Invoice CreatedTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice SentTriggers when a new Invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyTriggers when a new contact Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Timesheet EntryTrigger when a new timesheet entry is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdatedTriggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Schedule Series DeletedTriggers when a schedule series record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task DeletedTriggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Timesheet Entry DeletedTriggers when an timesheet entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Estimate Prefix
- Estimate Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Customer PO Number
- Date Issued
- Estimate Tax Config Code
- Due Date
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- SectionRequired
- Task Type
- TitleRequired
- Description
- Assigned To
- Task Priority
- Start Date
- Date Due
- Estimated Effort
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Company ID
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Currency Code
- Bill Transaction ID
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense DateRequired
- UserID
- User Email
- Expense CategoryID
- Expense Category Name
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- CustomerName
- ProjectID
- Project Name
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Tax Name
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project ID
- User ID
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserIDFK
- Hours Per Day
- Total Duration
- Duration Type
- Schedule On Days Off
- ProjectIDFK
- CategoryIDFK
- TaskIDFK
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Title
- Start Date UTC
- End Date UTC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Section IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense NameRequired
- Is EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Company ID
- Roles
- Tags
- Current User Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Page Size
- Start Item
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Project ID
- Task ID
- is Invoiced
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Sort
- Timesheet User ID
- Company ID
- Project Category ID
- Project Owner User ID
- Project Status Code
- Project Billable Type Code
- Project Budget Type Code
- Date Created From
- Date Created To
- Include Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Is Complete
- Assigned To Users
- Task Status Code
- Task Priority Code
- Due Date From
- Due Date To
- Sort
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Search
- Hide Completed
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyID
- Company Name
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction IDRequired
- Customer PO Number
- Date Issued
- Payment Terms
- Due Date
- Subject
- Notes
- Transaction Tax Config Code
- Exchange Rate
- Invoice Template ID
- Invoice Number
- Transaction Line Item ID
- Inventory Item ID
- Description
- Quantity
- Unit Price
- Tax ID
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project IDRequired
- User IDRequired
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- User ID
- Hours Per Day
- Total Duration
- Duration Type
- Schedule on Days Off
- Project ID
- Category ID
- Task ID
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TimeSheet Entry IDRequired
- Project IDRequired
- Timesheet Category ID
- Task ID
- Duration
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Call RecordingTriggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Limitations
- Lead Smart View
- (deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Unsubscribed EmailTriggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- ContactRequired
- Assigned ToRequired
- TextRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
- Pinned
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Title
- Pinned
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned To
- LeadRequired
- Contact
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Title
- Pinned
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned To
- Contact
- Text
- Date
- Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow
- Contact ID
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Title
- Pinned
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Contact
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Bill UpdatedTriggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Company UpdatedTriggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact UpdatedTriggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Estimate DeletedTriggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Expense CreatedTriggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense UpdatedTriggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice DeletedTriggers when a invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice UpdateTriggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggered when a new company contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task CreatedTrigger when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project DeletedTriggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Schedule Series CreatedTriggers when a new schedule series record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Schedule Series UpdatedTriggers when a schedule series record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task UpdatedTrigger when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Timesheet Entry UpdatedTrigger when a timesheet entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project TitleRequired
- Company ID
- Company Name
- Currency Code
- Project Notes
- Timesheet Approval Required by Default
- Populate Default Project Members
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction Prefix
- Bill Number
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Bill Template ID
- Subject
- Supplier PO Number
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
- Inventory Item ID
- Inventory Item Name
- Description
- Quantity
- Unit Price
- Tax ID
- Tax Name
- Tax Percent
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Customer IDFK
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Invoice Transaction IDFK
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Leave UserIDFK
- Leave Notify
- Leave Hours Per Day
- Leave Type IDFK
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Project ID
- Timesheet Category ID
- Task ID
- Duration
- Is Invoiced
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
- Project Code
- Company ID
- Timesheet User ID
- Page Number
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Contact EmailRequired
- FirstnameRequired
- LastnameRequired
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Timesheet CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Date FromRequired
- Expense Date ToRequired
- User Email
- User ID
- Category Name
- Customer ID
- Project ID
- is Chargeable
- is Invoiced
- Expense Reimbursement ID
- Expense Payment Method ID
- Expense Approval Status Code
- Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Transaction Status Code
- Issue Date From
- Issue Date To
- Due Date From
- Due Date To
- Sort
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Date FromRequired
- Schedule Date ToRequired
- Updated After
- Schedule Series ID
- User ID
- User Email
- Page Size
- page Number
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entry Date FromRequired
- Entry Date ToRequired
- User ID
- User Email
- Category Name
- Timesheet Entry Approval Status Code
- Project ID
- Task ID
- is Billable
- is Invoiced
- is Timer Running
- include Invoice Details
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Project
- Section
- Assigned To
- Title
- Description
- Start Date
- Date Due
- Task Priority
- Estimated Effort
- Task Status Code
- Percent Complete
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- Expense Date
- Expense CategoryID
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- ProjectID
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Title
- Project Notes
- Timesheet Approval Required by Default
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
- Project Billable Type Code
- Project Budget Type Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- Leave User ID
- Leave Hours Per Day
- Leave Type ID
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Name + ext.Required
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Statuses
- Require these fields to be filled in
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Workflow
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Completed?
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
- Pinned
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Company Name
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
- Pinned
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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