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How Zapier works
Zapier makes it easy to integrate InputKit with CentrixOne - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Cross-Sell Form" from InputKit.
Add your action
An action happens after the trigger—such as "Create Contact" in CentrixOne.
You’re connected!
Zapier seamlessly connects InputKit and CentrixOne, automating your workflow.
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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.
- New Completed Cross-Sell Form
Triggers when a customer completes a cross-sell form.
Try ItTriggerInstant - Sending_modes
- SequenceRequired
- LocationRequired
- Languages
- Customer Email Address
- customer Phone Number
- Customer Honorific
- Customer First Name
- Customer Last Name
- Customer Full Name
- Customer Organization
- Employee(s) in charge
- Department(s) in charge
- Data source
- Monetary value $
- Test mode
- Email Bcc
- Date to send
ActionWrite- Customer ID or Email
ActionSearch- List (Ids)Required
- ID Contact (Idc)Required
- Sales RepresentativeRequired
- Inside Sales Representative
- Opportunity LevelRequired
- ProbabilityRequired
- Job Position (Title)
- Description
- Reference (P.O.)
- Date Created
- Source
- Date Closing
- Profit (Percentage)
- Profit (Amount)
- Total Amount
- Opportunity Custom 1
- Opportunity Custom 2
- Opportunity Custom 3
- Opportunity Custom 4
- Opportunity Custom 5
- Opportunity Custom 6
- Opportunity Custom 7
- Opportunity Custom 8
- Opportunity Custom 9
- Opportunity Custom 10
- Opportunity Custom 11
- Opportunity Custom 12
- Opportunity Custom 13
- Opportunity Custom 14
- Opportunity Custom 15
- Opportunity Custom 16
- Opportunity Custom 17
- Opportunity Custom 18
- Opportunity Custom 19
- Opportunity Custom 20
- Revenue Type (Idrt)Required
- Description
- Quantity
- Unit Price
- Profit (Percent)
- Profit (Amount)
- Amount
- Revenue Custom 1
- Revenue Custom 2
- Revenue Custom 3
- Revenue Custom 4
- Revenue Custom 5
- Revenue Custom 6
- Revenue Custom 7
- Revenue Custom 8
- Revenue Custom 9
- Revenue Custom 10
- Revenue Custom 11
- Revenue Custom 12
- Revenue Custom 13
- Revenue Custom 14
- Revenue Custom 15
- Revenue Custom 16
- Revenue Custom 17
- Revenue Custom 18
- Revenue Custom 19
- Revenue Custom 20
- Revenue Custom 21
- Revenue Custom 22
- Revenue Custom 23
- Revenue Custom 24
- Revenue Custom 25
ActionWrite
- New Completed Form
Triggers when a customer completes a form.
Try ItTriggerInstant - Customer ID or Email
ActionSearch- List (Ids)Required
- Sales Representative 1
- Sales Representative 2
- Title (Mrs)
- Firstname
- Name
- Full Name
- Job Position (Title)
- Company
- Address1
- Address 2
- City
- State / Province (ISO Code)
- ZIP / Postal Code
- Country (ISO Code)
- Email
- Phone 1
- Phone 2
- Cell
- Fax
- Web Site
- Language Code
- Notes
- Contact Custom 1
- Contact Custom 2
- Contact Custom 3
- Contact Custom 4
- Contact Custom 5
- Contact Custom 6
- Contact Custom 7
- Contact Custom 8
- Contact Custom 9
- Contact Custom 10
- Contact Custom 11
- Contact Custom 12
- Contact Custom 13
- Contact Custom 14
- Contact Custom 15
- Contact Custom 16
- Contact Custom 17
- Contact Custom 18
- Contact Custom 19
- Contact Custom 20
- Account Custom 1
- Account Custom 2
- Account Custom 3
- Account Custom 4
- Account Custom 5
- Account Custom 6
- Account Custom 7
- Account Custom 8
- Account Custom 9
- Account Custom 10
- Account Custom 11
- Account Custom 12
- Account Custom 13
- Account Custom 14
- Account Custom 15
- Account Custom 16
- Account Custom 17
- Account Custom 18
- Account Custom 19
- Account Custom 20
ActionWrite- ID Contact (Idc)Required
- List (Ids)Required
- Sales Representative 1
- Sales Representative 2
- Title (Mrs)
- Firstname
- Name
- Full Name
- Job Position (Title)
- Company
- Address1
- Address 2
- City
- State / Province (ISO Code)
- ZIP / Postal Code
- Country (ISO Code)
- Email
- Phone 2
- Cell
- Fax
- Web Site
- Language Code
- Notes
- Phone 1
- Contact Custom 1
- Contact Custom 2
- Contact Custom 3
- Contact Custom 4
- Contact Custom 5
- Contact Custom 6
- Contact Custom 7
- Contact Custom 8
- Contact Custom 9
- Contact Custom 10
- Contact Custom 11
- Contact Custom 12
- Contact Custom 13
- Contact Custom 14
- Contact Custom 15
- Contact Custom 16
- Contact Custom 17
- Contact Custom 18
- Contact Custom 19
- Contact Custom 20
- Account Custom 1
- Account Custom 2
- Account Custom 3
- Account Custom 4
- Account Custom 5
- Account Custom 6
- Account Custom 7
- Account Custom 8
- Account Custom 9
- Account Custom 10
- Account Custom 11
- Account Custom 12
- Account Custom 13
- Account Custom 14
- Account Custom 15
- Account Custom 16
- Account Custom 17
- Account Custom 18
- Account Custom 19
- Account Custom 20
ActionWrite