Connect Cardtapp and CustomerX to power AI-driven automation

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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 "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Cancellation Contract" in CustomerX.

You’re connected!

Zapier seamlessly connects Cardtapp and CustomerX, 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.

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
- External Id Contract
  Required
- Reason of Cancellation
  Required
Action
Write
- External Id Client
  Required
- Description
  Required
- Start Date
  Required
- Final Date
- Contract Value
  Required
- Date Sale
  Required
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id Client
  Required
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write

- External Id
  Required
- External ID Ticket
  Required
- Title
  Required
- Description
  Required
- Type Activity
  Required
- Date Registration
  Required
- Status
  Required
Action
Write
- External Id
  Required
- E-mail
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- External Id Client
  Required
- Type of Tracking
  Required
- Identifier
  Required
- Email Contact
  Required
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id Ticket (ID External of UPDATE)
  Required
- External Id Client
- External Id Contact
- Title
- Description
- Type Ticket
- Date Opening
- Status
- Priority
- Name Of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
- External Id Client
- Company Name
  Required
- Date Register
  Required
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- Id External of Contract
  Required
- Description of Additive
  Required
- Date Initial of Additive
  Required
- Date Sale of Additive
  Required
- Value of Additive
  Required
- Type Additive
  Required
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan Id
- Renew in Days
Action
Write
- Note
  Required
- Date Response
  Required
- Date Send
  Required
- Email User
  Required
- Observation
Action
Write
- Name
  Required
- Email
  Required
- Type of Contact
  Required
- Id External of Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
- External Id Client
  Required
- External Id Contact
  Required
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
- Description
- Date issue
- Date due
- Value
- Status
- Date payment
- Discont Paid
- Amount paid
Action
Write

For AI agents & developers

Use Cardtapp and CustomerX with AI agents and code

Beyond Zap workflows. Call Cardtapp and CustomerX actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cardtapp and CustomerX actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Cancellation Contract

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cardtapp and CustomerX actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cardtapp / customerx-tracking action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

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

Connect Cardtapp and CustomerX 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.

Make work flow with AI

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

Learn about AI automation

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 CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers