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Launch your first automated workflow
Start with a template that brings ChMeetings and Clearstream together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate ChMeetings with Clearstream - 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 Contribution" from ChMeetings.
Add your action
An action happens after the trigger—such as "Add Subscriber to Automated Workflow" in Clearstream.
You’re connected!
Zapier seamlessly connects ChMeetings and Clearstream, 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.
- New Contribution
Triggers when new contribution added.
Try ItTriggerInstant - Updated Person
Triggers when a person’s profile is updated in ChMeetings.
Try ItTriggerInstant - Should This Trigger Run When a Keyword Is Used?Required
Try ItTriggerInstant- Mobile NumberRequired
- TagRequired
ActionWrite
- New Person
Triggers when a new person is created in ChMeetings.
Try ItTriggerInstant - Contribution DateRequired
- First Name
- Last Name
- Email
- Mobile
- Note
- Payment MethodRequired
- Fund NameRequired
- AmountRequired
- Payment Provider
ActionWrite- Mobile NumberRequired
- Automated WorkflowRequired
- Exclude subscribers who have previously entered this workflow?Required
ActionWrite- API Limits
- Mobile NumberRequired
- First Name
- Last Name
- Email Address
- Add To List(s)
- Add Tag(s)
- Update Existing Data?Required
- Double Opt-In?Required
ActionWrite
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