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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Uptics.

Add your action

An action happens after the trigger—such as "Create Record in Table" in Clay.

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Zapier seamlessly connects Uptics and Clay, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Uptics to Clay 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 Uptics and Clay 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.

Integration categories

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.

triggers, actions, or triggers and actions

New Contact
Triggers when a new contact created in CRM.
Trigger
Instant
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New Email Activity
Triggers when a new email activity created in CRM.
Trigger
Instant
Try It
New Task
Triggers when new task created in CRM.
Trigger
Instant
Try It
New Tag
Triggers when a new tag is applied on the contact.
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Phone Number
Action
Write
- Email
- Note
  Required
Action
Write
- Skipped
Action
Write
Find Row in Table
Find a row in a table.
Action
Search
Find User
Finds a user in a Workspace by email, name, or id
Action
Search

New Deal
Triggers when a new deal created in CRM.
Trigger
Instant
Try It
New Note
Triggers when a new note created in CRM.
Trigger
Instant
Try It
New Selected Tag
Triggers when the selected tag is applied on the contact.
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Phone Number
Action
Write
- Email
- Name
  Required
Action
Write
- Email
- Title
  Required
- Description
  Required
- Due Date
  Required
- Type
  Required
Action
Write
- Skipped
Action
Write
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
Action
Search

About Uptics

The modern, all-in-one, sales software for SMBs that adds the gift of automation.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Related categories

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