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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.
Try It - NameRequired
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
- Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Try It - Flag
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- Tapper Updated
Triggers when a new Tapper is updated.
Try It - Tapper External IDRequired
- Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Try It - Application Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
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