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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Create Record" in Channeltivity.

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Zapier seamlessly connects Cardtapp and Channeltivity, automating your workflow.

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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

Make work flow with AI

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Connect Cardtapp and Channeltivity 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.

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.

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.

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.

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.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
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- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Trigger
Instant
Try It
New Deal
Triggers when a Deal is created in the portal
Trigger
Instant
Try It
New Organization
Triggers when an Organization is created in the portal
Trigger
Instant
Try It

New User/Contact
Triggers when a User or Contact is created in the portal
Trigger
Instant
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Create Record
Allows you to create various records or assignments
Action
Write

Update Record
Allows you to update various records
Action
Write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
Course Completion Status Change
Triggers when a Course Completion is created, or when its Status changes
Trigger
Instant
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Updated Deal
Triggers when a Deal is updated in the portal
Trigger
Instant
Try It
Updated Organization
Triggers when an Organization is updated in the portal
Trigger
Instant
Try It
Updated User/Contact
Triggers when a User or Contact is updated in the portal
Trigger
Instant
Try It
Delete Record
Allows you to delete various records or assignments
Action
Write
Find Records
Finds one or more records of a specified type by a field and value you choose.
Action
Search

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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Related categories

Marketing

About Channeltivity

Channeltivity is a user-friendly Partner Relationship Management (PRM) solution that includes everything for a successful channel program.