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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 "Add Lead" in DealMachine.

You’re connected!

Zapier seamlessly connects Cardtapp and DealMachine, 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
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- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
New Lead
Triggers when a new lead is added to your team's DealMachine account.
Trigger
Instant
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Lead Status Change
Triggers when a status changes for a property.
Trigger
Instant
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- Lead ID
  Required
- List IDs
  Required
Action
Write

- Lead ID
  Required
- Team Member ID
  Required
Action
Write
- Lead ID
  Required
Action
Write

- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Mailer Sequence ID
Action
Write
- Lead ID
  Required
- Lead Status
  Required
Action
Write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
New Team Member
Triggers when a new team member is added to your team.
Trigger
Polling
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- Address Line 1 (Parsed Address)
- Address Line 2 (Parsed Address)
- City (Parsed Address)
- State (Parsed Address)
- Zip Code (Parsed Address)
- Latitude (Lat/Lng)
- Longitude (Lat/Lng)
- Full Address (Full Address)
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Custom Field ID
  Required
- New Value
Action
Write

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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 DealMachine 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 DealMachine 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 DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

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