Create integrations between Boon and Keep In Touch to automate any workflow
WHEN THIS HAPPENS
Accepted ReferralAUTOMATICALLY DO THIS
Add DealEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
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.
New Opportunity Application
Triggers when you receive a new opportunity application.
Try ItNew Opportunity Posted
Triggers when a new opportunity is posted.
Try ItAccepted Referral
Triggers when a opportunity referral you sent gets applied to
Try ItTeam Member ID
Deal Name
Deal Type
Deal Stage
Deal Status
Probability
Amount
Commission
Opened Date
Expected Close Date
Actual Closed Date
Note
Primary Contact ID
Try It
Opportunity Application Status Change
Triggers when your opportunity application status changes
Try ItNew Message Received
Triggers when you receive a message
Try ItSource
Category2
Category
Try ItDeal TypeRequired
Deal StageRequired
Deal StatusRequired
Deal Name
Probability
Amount
Commission
Open Date
Expected Close Date
Actual Close Date
Next Step
Note
Primary Contact ID