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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
Setup an action from Relate
That’s it! You just connected Cardtapp to Relate
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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 ItTriggerInstant - NameRequired
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
ActionWrite- Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItTriggerInstant - Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItTriggerInstant
- Tapper Updated
Triggers when a new Tapper is updated.
Try ItTriggerInstant - Tapper External IDRequired
ActionSearch- Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItTriggerInstant - Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItTriggerInstant