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How Zapier works
Zapier makes it easy to integrate Clinchd with Swapcard Organizer - 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 "Account Created" from Clinchd.
Add your action
An action happens after the trigger—such as "Add or Remove a Badge to a Person in an Event" in Swapcard Organizer.
You’re connected!
Zapier seamlessly connects Clinchd and Swapcard Organizer, 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.
- Account Created
Triggers when a new account is created
Try ItTriggerPolling - Product Created
Triggers when a new product is created
Try ItTriggerPolling - nameRequired
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
ActionWrite- Notes
- Deal IDRequired
ActionWrite
- Contact Created
Triggers when a new contact is created
Try ItTriggerPolling - nameRequired
ActionWrite- nameRequired
- Sales ProcessRequired
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
ActionWrite- nameRequired
ActionWrite