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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 "Create Account Activity" in Rolldog.

You’re connected!

Zapier seamlessly connects Cardtapp and Rolldog, 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 Account
Triggers when a new account is created in Rolldog
Trigger
Instant
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New Contact
Triggers when a new contact is created in Rolldog
Trigger
Instant
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New Lead
Triggers when a new lead is created in Rolldog
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created in Rolldog
Trigger
Instant
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New Project
Triggers when a new project is created
Trigger
Instant
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New Service Ticket
Triggers when a new service ticket is created
Trigger
Instant
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Updated Account
Triggers when an account is updated
Trigger
Instant
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Updated Individual Account
Triggers when an individual account is updated
Trigger
Instant
Try It
- Account ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
Action
Write
- Lead ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
Action
Write
- Account id
  Required
- Name
  Required
- Email
- Work Phone
- Work Phone Extension
- Mobile Phone
- Linkedin
Action
Write
- Id
  Required
- Account Name
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
Action
Write
- ID
  Required
- External ID
- External URL
- Summary
- Description
- Resolution Notes
- Priority
- Service Ticket Status ID
- External Assignee
Action
Write
- Contact Name
  Required
Action
Search
- Account Name
  Required
- Account Name
  Required
- Account Type
  Required
- Industry
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
- Contact Name
Action
Search or write
- Name
  Required
- Company Name
- Lead Type
  Required
- Lead Source
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Industry
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
Action
Search or write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
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- Tapper External ID
  Required
Action
Search
New Account Activity
Triggers when a new account activity is created
Trigger
Instant
Try It
New Individual Account
Triggers when a new individual account is created
Trigger
Instant
Try It
New Lead Activity
Triggers when a new lead activity is created
Trigger
Instant
Try It
New Opportunity Activity
Triggers when a new opportunity activity is created
Trigger
Instant
Try It
New Project Activity
Triggers when a new project activity is created
Trigger
Instant
Try It
New Service Ticket Activity
Triggers when a new service ticket activity is created
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated
Trigger
Instant
Try It
Updated Lead
Triggers when a lead is updated
Trigger
Instant
Try It
- Contact ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
Action
Write
- Account Name
  Required
- Account Type
  Required
- Industry
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
- Contact Name
Action
Write
- Name
  Required
- Company Name
- Lead Type
  Required
- Lead Source
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Industry
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
Action
Write
- Id
  Required
- Lead Name
- Company Name
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
- Lead Source
Action
Write
- Account Name
  Required
Action
Search
- Lead Name
  Required
Action
Search
- Name
  Required
- Account id
  Required
- Email
- Work Phone
- Work Phone Extension
- Mobile Phone
- Linkedin
Action
Search or 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 Rolldog 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 Rolldog 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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About Rolldog

Rolldog is a CRM designed to manage your business relationships, increase revenue and boost sales effectiveness.