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Zapier makes it easy to integrate Channlworks with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Channlworks

A trigger is an event that starts your Zap and runs the workflow. For example, with Channlworks, a trigger could be "New Customer Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

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

That’s it! You just connected Channlworks to Formatter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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 Channlworks to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Channlworks and Formatter by Zapier 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Customer Account
Triggers when new customer account is added.
Trigger
Scheduled
Try It
New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
Scheduled
Try It
New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
Scheduled
Try It
New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
Scheduled
Try It
New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
Scheduled
Try It

New Organization Account
Triggers when new organization account is added.
Trigger
Scheduled
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
Scheduled
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
Scheduled
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New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
Scheduled
Try It
- Lead ID
  Required
- Owner Email
  Required
- Source
  Required
- Expected Lead Value
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Scheduled
Try It
New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Scheduled
Try It
New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Scheduled
Try It
New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Scheduled
Try It
New Customer Contact
Triggers when new customer contact is added.
Trigger
Scheduled
Try It
New Organization Contact
Triggers when new organization contact is added.
Trigger
Scheduled
Try It
New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Scheduled
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New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Scheduled
Try It
- Lead Name
  Required
- Owner Name
  Required
- Owner Email
  Required
- Approver Name
  Required
- Approver Email
  Required
- Account Name
  Required
- Website
  Required
- Source
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Expected Lead Value Currency
  Required
- Expected Lead Value
  Required
Action
Write
- Opportunity ID
  Required
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Formatter by Zapier on the Zapier blog

About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

Related categories

Sales & CRM

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.