Integrate Cardtapp with SimplyConvert to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Cardtapp with SimplyConvert - 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 SimplyConvert

An action is what takes place after the automation is triggered. For example, with SimplyConvert, the action could be "Add Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cardtapp to SimplyConvert

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cardtapp to SimplyConvert integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Cardtapp and SimplyConvert 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.

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Connect Cardtapp and SimplyConvert to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
- Subscription Name
  Required
- Event
  Required
- HTTP Username
- HTTP Password
- Tags
Trigger
Instant
Try It
- First Name
- Last Name
- E-Mail
- Secondary Email
- Phone
- Secondary Phone
- Street
- Street 2
- City
- State
- Zip Code
- Social Security Number
- Relation to Injured
- First Name of Injured
- Last Name of Injured
- Email of Injured
- Phone of Injured
- Birthday of Injured
- Date of Death
- State of Injury
- SSN of Injured
- Details
- Status ID
- Portal Status
- Litigation ID
- Evaluate Case
- Archived
- Information
- Conditions
- Products
- SOL Trigger Date
- Procedure Date
- Procedure Followup Date
- Procedure Date 2
- Tags
- Meta
- External Data
- Lead Source
- Company UUID
- Insert as Referral
- Referred from Company UUID
- Referred to Company UUID
Action
Write
- Search Value
- Search Field
- Search Range
- Litigation IDs
- Litigation Range
- Status IDs
- Status Range
Action
Search

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
- Case UUID
  Required
- File
  Required
- Filename
  Required
- Document Type
- Document Status
- Page Range
Action
Write
- Case UUID
  Required
Action
Search
- Case UUID
  Required
Action
Search

About Cardtapp

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

Related categories

Marketing

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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