ClientSuccess Help & Support

Supported Triggers#

• New Contact - Triggers when a new contact is created.
• New User - Triggers when a new user/employee is added to your organization.
• New Subscription - Triggers when a new subscription is added to a client.
• New Client - Triggers when a new client is added.
• New To-Do - Triggers when a new to-do is added to a client.
• New Pulse - Triggers when a new pulse is added to a client.

Supported Searches#

• Find Contact - Finds an existing contact in your account.
• Find Client by External ID - Finds an existing client in your account by external ID.

Supported Actions#

• Create Pulse - Creates a new pulse on a client.
• Create Client - Creates a new client.
• Create Subscription - Creates a new subscription.
• Create To-Do - Creates a new to-do within a client.
• Create Engagement Interaction - Creates a new engagement interaction on a client.
• Create Contact - Creates a new contact within a client.

When you start creating a ClientSuccess Zap, you will be asked to connect your ClientSuccess account.

When you click connect, you will then be asked to enter your ClientSuccess username and password.

If those steps were correct, you'll get sent back to your Zap where you will now have your ClientSuccess account successfully connected!

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!