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Centerpoint Connect + Zapier Tables

Create and update records in Zapier Tables when new or updated opportunities arise in Centerpoint Connect

Streamline your work process with this efficient workflow that springs into action each time an opportunity is created or updated in your Centerpoint Connect app. This automation instantly updates your data tables, thereby ensuring every bit of change in your business opportunities is accurately reflected. With this setup, you will no longer have to worry about manual updates, giving you more time to focus on other essential tasks. Experience an enhanced productivity level with prompt and precise record-keeping.

Streamline your work process with this efficient workflow that springs into action each time an opportunity is created or updated in your Centerpoint Connect app. This automation instantly updates your data tables, thereby ensuring every bit of change in your business opportunities is accurately reflected. With this setup, you will no longer have to worry about manual updates, giving you more time to focus on other essential tasks. Experience an enhanced productivity level with prompt and precise record-keeping.

  1. When this happens...
    Centerpoint ConnectCenterpoint Connect
    Opportunity Created or Updated

    Triggers when an opportunity is updated or created.

    TriggerScheduled
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Centerpoint Connect triggers, actions, and search

    Opportunity Created or Updated

    Triggers when an opportunity is updated or created.

    Trigger
    Scheduled
    Try It
  • Centerpoint Connect triggers, actions, and search

    Service Ticket Created or Updated

    Triggers when a service ticket is updated or created.

    Trigger
    Scheduled
    Try It

    • Production IDRequired

    • Stage NameRequired

    • Force Update

    Action
    Write

    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
  • Centerpoint Connect triggers, actions, and search

    Production Ticket Created or Updated

    Triggers when a production ticket is updated or created.

    Trigger
    Scheduled
    Try It

    • Company NameRequired

    • Company Address

    • Company City

    • Company State

    • Company Zip Code

    • Company County

    • Company Timezone

    • Company Account Manager

    • Billing Instructions

    • Property NameRequired

    • Property Address

    • Property City

    • Property State

    • Property Zip Code

    • Contact NameRequired

    • Contact Position

    • Contact Email

    • Contact Mobile

    • Contact Office Phone/Ext

    • Lead TypeRequired

    • Opportunity Manager

    • ProductRequired

    • Price

    • Forecasted

    • Notes

    Action
    Write

    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It

    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
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centerpoint-connect logo

About Centerpoint Connect

Centerpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.

Related categories

  • CRM (Customer Relationship Management)
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zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories