Update Ezekia companies with new Close opportunities
Effortlessly keep your Ezekia company records up to date with this automation. When a new opportunity arises in Close, this workflow will update the corresponding company details in Ezekia, ensuring that your information always stays current and accurate. Improve your organization and data consistency without adding extra manual work to your routine.
Effortlessly keep your Ezekia company records up to date with this automation. When a new opportunity arises in Close, this workflow will update the corresponding company details in Ezekia, ensuring that your information always stays current and accurate. Improve your organization and data consistency without adding extra manual work to your routine.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Company
Update an existing company record
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCandidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Updated
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Fixed Fee Created
Triggers when a new fixed fee is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project Created
Triggers when a new project is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunityRequired
Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Primary
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Reference Number
Number Pattern Info
Invoice Number
AmountRequired
DescriptionRequired
TagRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
CurrencyRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
LabelRequired
Project ID
Company
Owner
Description
Industries
List
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
InvoiceRequired
Reference Number
Number Pattern Info
Invoice Number
CurrencyRequired
AmountRequired
TagRequired
DescriptionRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
PrimaryRequired
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Revenue IdRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Level
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
Sort By
Sort Order
Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCandidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFixed Fee Updated
Triggers when a fixed fee is updated on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Revenue Created
Triggers when a new revenue is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Custom FieldRequired
LabelTypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
Label
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Old Email AddressRequired
New Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
FromRequired
ToRequired
Cc
Bcc
SubjectRequired
BodyRequired
Microsoft Graph ID
Microsoft Graph Message ID
Created At
Attachments
Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
TemplateRequired
Due DateRequired
Number Pattern Info
Invoice NumberRequired
LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
TypeRequired
NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Fixed FeeRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Title
First NameRequired
Last nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
LabelRequired
Project NameRequired
Project ID
OwnerRequired
Company
Description
Industries
List ID
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
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Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany or Person IDRequired
Type
Information
Live Data
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
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ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn URLRequired
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ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app