Axonaut + Plezi

Create or update Plezi contacts from new Axonaut companies

Effortlessly manage your contacts between Axonaut and Plezi with this streamlined workflow. Whenever a new company is added in Axonaut, this automation will create or update a contact in Plezi, ensuring that your contact information remains up-to-date and consistent across both platforms. Save time and maintain accuracy with this seamless connection between your business management and marketing tools.

When this happens...
New Company
Triggers when a new company is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Scheduled
Try It
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It

- Quotation statusRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Scheduled
Try It

- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search
- ContentRequired
Trigger
Scheduled
Try It
- Score ThresholdRequired
- Attribute Value Format
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write

New Closed Ticket
Triggers when a ticket is closed.
Trigger
Scheduled
Try It
New Contract
Triggers when a new contract is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Opportunities statusRequired
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write
- Attribute
Trigger
Scheduled
Try It
- Contact StatusRequired
- All Contacts
Trigger
Scheduled
Try It
- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Axonaut + Plezi

Create or update Plezi contacts from new Axonaut companies

New Axonaut User

New Company

New Employee

New Invoice

New Product

New Quotation

New Ticket

Create Employee

Company IDRequired

Employee firstname

Employee lastname

Employee email

Employee phone number

Employee cellphone number

Employee job

Employee custom fields

Create Expense

Expense title

supplier id

Supplier thirdparty code

Expense date

Expense amount

Tax rate

Tax accounting code

Tax amountRequired

Create Invoice Payment

Invoice IdRequired

Invoice NatureRequired

Payment amountRequired

Payment DateRequired

Payment Reference

Create Product

Product nameRequired

Product price

Product tax rate

Product type

Product description

Product internal ID

Product code

Product weight

Product location

Product stock

Create Quotation

Company IdRequired

Quotation Online Payment

Name

Price

Tax rate

Quantity

Description

Id

Internal Id

Tips

Create Ticket

Ticket titleRequired

Ticket description

Ticket priority

Ticket company ID

Ticket project ID

Ticket custom fields

Find Product

Product IdRequired

Find Contract

Contract IDRequired

Find Supplier

Supplier IdRequired

Search Employee

Employee email

Employee phone

Contacts by Content Downloaded

ContentRequired

Contact Score Changed

Score ThresholdRequired

Attribute Value Format

New Contact