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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Action" from Beacon.

Add your action

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

You’re connected!

Zapier seamlessly connects Beacon and Missive, 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.

- Workflow
  Required
Trigger
Instant
Try It
- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact Book
  Required
- Kind
  Required
Trigger
Polling
Try It

- Type
  Required
- Organization
- Message contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From_name
- From_address
- From_phone_number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base64_data
- Send
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write

- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
Action
Write
- Id
  Required
- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
- State
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Search or write

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
New Contact Book
Triggers when a contact book is created.
Trigger
Polling
Try It
- Contact Book
  Required
Trigger
Polling
Try It
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation_icon
- Notification_title
  Required
- Notification_body
  Required
- Text
- Color
- Pretext
- Author_name
- Author_link
- Author_icon
- Title
- Title_link
- Image_url
- Attachment_text
- Date
- Footer
- Footer_icon
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Contact_id
  Required
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
Action
Search

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Customers who say using Zapier has made them better at their job

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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

Connect Beacon and Missive 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.

Automate your lead management and improve conversions

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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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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About Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.