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How Zapier works

Zapier makes it easy to integrate Cardtapp with Relate - 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 Relate

An action is what takes place after the automation is triggered. For example, with Relate, 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 Relate

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Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your Cardtapp to Relate 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 Relate 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.

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
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
Try It

Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
Try It

Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
Try It
- Organization ID
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization ID
- Contact
- Name
  Required
- New Name
- New Title
- E-Mail
- New Email
- Phone
- New Phone
Action
Write
- Note ID
- New note body
Action
Write
- Name
  Required
- E-Mail
- Phone
Action
Search
- Organization ID
- Organization Name
  Required
- Author email
- Note body
  Required
Action
Search
- Name
  Required
- E-Mail
- Phone
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
- Organization Name
  Required
- Author email
- Note body
  Required
- Author ID
Action
Search or write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
Try It
Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
Try It
Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Trigger
Instant
Try It
- Organization ID
- Name
  Required
- Contact Title
- E-Mail
- Phone
Action
Write
- Organization ID
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
- Name
  Required
- Contact Title
- E-Mail
- Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization ID
- Organization Name
  Required
Action
Search
- Organization Name
  Required
- Match Mode
Action
Search
- Organization ID
- Organization Name
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write

Learn how to automate Cardtapp on the Zapier blog

Learn how to automate Relate on the Zapier blog

About Cardtapp

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

Related categories

Marketing

About Relate

Relate is a simple collaborative sales and CRM software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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