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How Zapier works

Zapier makes it easy to integrate Cardtapp with CentrixOne - no code necessary. See how you can get setup in minutes.

Select a trigger from Cardtapp

A trigger is an event that starts your Zap and runs the workflow. For example, with Cardtapp, a trigger could be "Tapper Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from CentrixOne

An action is what takes place after the automation is triggered. For example, with CentrixOne, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cardtapp to CentrixOne

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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

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cardtapp to CentrixOne 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 Cardtapp and CentrixOne 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

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.
An illustration representing how to automate lead management with Zapier.

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.

  • Cardtapp triggers, actions, and search
    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Phone
    • Tags
    • E-Mail
    • Send Share
    • Note
    • Lead Source
    • Cobranded With
    Action
    Write
    • List (Ids)
      Required
    • Sales Representative 1
    • Sales Representative 2
    • Title (Mrs)
    • Firstname
    • Name
      Required
    • Full Name
    • Job Position (Title)
    • Company
    • Address1
    • Address 2
    • City
    • State / Province (ISO Code)
    • ZIP / Postal Code
    • Country (ISO Code)
    • Email
    • Phone 1
    • Phone 2
    • Cell
    • Fax
    • Web Site
    • Language Code
    • Notes
    • Contact Custom 1
    • Contact Custom 2
    • Contact Custom 3
    • Contact Custom 4
    • Contact Custom 5
    • Contact Custom 6
    • Contact Custom 7
    • Contact Custom 8
    • Contact Custom 9
    • Contact Custom 10
    • Contact Custom 11
    • Contact Custom 12
    • Contact Custom 13
    • Contact Custom 14
    • Contact Custom 15
    • Contact Custom 16
    • Contact Custom 17
    • Contact Custom 18
    • Contact Custom 19
    • Contact Custom 20
    • Account Custom 1
    • Account Custom 2
    • Account Custom 3
    • Account Custom 4
    • Account Custom 5
    • Account Custom 6
    • Account Custom 7
    • Account Custom 8
    • Account Custom 9
    • Account Custom 10
    • Account Custom 11
    • Account Custom 12
    • Account Custom 13
    • Account Custom 14
    • Account Custom 15
    • Account Custom 16
    • Account Custom 17
    • Account Custom 18
    • Account Custom 19
    • Account Custom 20
    Action
    Write
    • ID Contact (Idc)
      Required
    • List (Ids)
      Required
    • Sales Representative 1
    • Sales Representative 2
    • Title (Mrs)
    • Firstname
    • Name
      Required
    • Full Name
    • Job Position (Title)
    • Company
    • Address1
    • Address 2
    • City
    • State / Province (ISO Code)
    • ZIP / Postal Code
    • Country (ISO Code)
    • Email
    • Phone 2
    • Cell
    • Fax
    • Web Site
    • Language Code
    • Notes
    • Phone 1
    • Contact Custom 1
    • Contact Custom 2
    • Contact Custom 3
    • Contact Custom 4
    • Contact Custom 5
    • Contact Custom 6
    • Contact Custom 7
    • Contact Custom 8
    • Contact Custom 9
    • Contact Custom 10
    • Contact Custom 11
    • Contact Custom 12
    • Contact Custom 13
    • Contact Custom 14
    • Contact Custom 15
    • Contact Custom 16
    • Contact Custom 17
    • Contact Custom 18
    • Contact Custom 19
    • Contact Custom 20
    • Account Custom 1
    • Account Custom 2
    • Account Custom 3
    • Account Custom 4
    • Account Custom 5
    • Account Custom 6
    • Account Custom 7
    • Account Custom 8
    • Account Custom 9
    • Account Custom 10
    • Account Custom 11
    • Account Custom 12
    • Account Custom 13
    • Account Custom 14
    • Account Custom 15
    • Account Custom 16
    • Account Custom 17
    • Account Custom 18
    • Account Custom 19
    • Account Custom 20
    Action
    Write
  • Cardtapp triggers, actions, and search
    Tapper Updated

    Triggers when a new Tapper is updated.

    Trigger
    Instant
    Try It
    • Tapper External ID
      Required
    Action
    Search
    • List (Ids)
      Required
    • ID Contact (Idc)
      Required
    • Sales Representative
      Required
    • Inside Sales Representative
    • Opportunity Level
      Required
    • Probability
      Required
    • Job Position (Title)
    • Description
    • Reference (P.O.)
    • Date Created
    • Source
    • Date Closing
    • Profit (Percentage)
    • Profit (Amount)
    • Total Amount
    • Opportunity Custom 1
    • Opportunity Custom 2
    • Opportunity Custom 3
    • Opportunity Custom 4
    • Opportunity Custom 5
    • Opportunity Custom 6
    • Opportunity Custom 7
    • Opportunity Custom 8
    • Opportunity Custom 9
    • Opportunity Custom 10
    • Opportunity Custom 11
    • Opportunity Custom 12
    • Opportunity Custom 13
    • Opportunity Custom 14
    • Opportunity Custom 15
    • Opportunity Custom 16
    • Opportunity Custom 17
    • Opportunity Custom 18
    • Opportunity Custom 19
    • Opportunity Custom 20
    • Revenue Type (Idrt)
      Required
    • Description
    • Quantity
    • Unit Price
    • Profit (Percent)
    • Profit (Amount)
    • Amount
    • Revenue Custom 1
    • Revenue Custom 2
    • Revenue Custom 3
    • Revenue Custom 4
    • Revenue Custom 5
    • Revenue Custom 6
    • Revenue Custom 7
    • Revenue Custom 8
    • Revenue Custom 9
    • Revenue Custom 10
    • Revenue Custom 11
    • Revenue Custom 12
    • Revenue Custom 13
    • Revenue Custom 14
    • Revenue Custom 15
    • Revenue Custom 16
    • Revenue Custom 17
    • Revenue Custom 18
    • Revenue Custom 19
    • Revenue Custom 20
    • Revenue Custom 21
    • Revenue Custom 22
    • Revenue Custom 23
    • Revenue Custom 24
    • Revenue Custom 25
    Action
    Write
    • List (Ids)
      Required
    • Email
    • Search in all lists of the account?
    • If the contact is found in another list, add it to the selected list.
    Action
    Search

Learn how to automate Cardtapp on the Zapier blog

Learn how to automate CentrixOne on the Zapier blog

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cardtapp logo
About Cardtapp
Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.
Related categories
  • Marketing
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centrixone-da104369 logo
About CentrixOne
CentrixOne is a full featured yet easy-to-use CRM, e-mail and marketing automation platform for SMB’s.
Related categories
  • CRM (Customer Relationship Management)
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