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Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Recording" from Close.
Add your action
An action happens after the trigger—such as "Delete Trust" in Nagaris.
You’re connected!
Zapier seamlessly connects Close and Nagaris, 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 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. - 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.- Limitations
- Lead Smart View
- (deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Status 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. - 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.- 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.- Lead
- 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.- 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.- 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.- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Outcome
- 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
- Attachments
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.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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 app- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity 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 app- Assigned 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 app- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom 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 found- Company 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 found- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- 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 found- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
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- Organization IDRequired
- Client Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organization IDRequired
- client uuid
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organisation Updated
Triggers when an organisation is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Organisation IDRequired
- Client UUIDRequired
- Email AddressRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Google Place ID
- Formatted Address
- Street
- Suburb
- State
- Postcode
- Country
- Latitude
- longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Address UUIDRequired
- Client UUIDRequired
- Address Type
- address_types
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- NameRequired
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- NameRequired
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Phone NumberRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Trustee UUIDRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Email FromRequired
- Email Reply To
- Name To
- Email To
- SubjectRequired
- BodyRequired
- Signature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- NameRequired
- Description
- Frequency
- AmountRequired
- Start Date
- End Date
- Repeat Count
- Client Group UUIDRequired
- Client Service IDs
- Is Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service NameRequired
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Contact UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Email UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Contact UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Phone UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Trustee UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Other Entity UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Partnership UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Sole Trader UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Client Group UUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Contact Type
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Address UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Document UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Document UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Phone UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Trustee UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Handover UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Package IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Solo Trader UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List Organisations
List all organisations.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Organization IDRequired
- search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
- address uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Address UUIDRequired
- Address UUIDRequired
- Client UUIDRequired
- Address Type
- address_types
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Document UUIDRequired
- Client UUIDRequired
- Date
- NameRequired
- Description
- File
- Is Requested
- Request Note
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group IDRequired
- NameRequired
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Document UUIDRequired
- Client Group UUIDRequired
- NameRequired
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Service UUIDRequired
- Service UUIDRequired
- Client UUIDRequired
- Frequency
- Start DateRequired
- End Date
- status
- Notes
- Previous Dates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Website UUIDRequired
- Client UUIDRequired
- Website URLRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact IDRequired
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- NameRequired
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Package IdRequired
- NameRequired
- Description
- Frequency
- AmountRequired
- Start Date
- End Date
- Repeat Count
- Client Group UUIDRequired
- Client Service IDs
- Is Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service UUIDRequired
- Service NameRequired
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_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
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
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
- Outcome
- 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
- Attachments
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.- Lead
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
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
- Attachments
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.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
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.- 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
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result 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 app- 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 app- Company 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 app- Note Contains Words Starting With...
- Lead ID
- Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow
- Contact ID
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- 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 found- 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 found- Note 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 found- Assigned 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 found- Organization IDRequired
- client uuid
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organization IDRequired
- Client Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organization IDRequired
- client uuid
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organisation IDRequired
- Trust UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- NameRequired
- Description
- Colour
- Is Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact UUIDRequired
- Client UUIDRequired
- Roles
- Notes
- Is Primary
- Verification Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact IDRequired
- Client Group UUIDRequired
- Roles
- Notes
- Client Visible
- Client Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- ContentRequired
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service UUIDRequired
- Client UUIDRequired
- Frequency
- Start DateRequired
- End Date
- status
- Notes
- Previous Dates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Website URLRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Contact UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Address UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Document UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Document UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Service UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Website UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- SMSF UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Address IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
- Created After
- Created Before
- Page
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Contact UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Email UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Note UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Service UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Website UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- SMSF UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Trust UUIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
- contact uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- client uuid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Contact UUIDRequired
- Contact UUIDRequired
- Client UUIDRequired
- Roles
- Notes
- Is Primary
- Verification Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Email UUIDRequired
- Client UUIDRequired
- Email AddressRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Group Contact IDRequired
- Contact IDRequired
- Client Group UUIDRequired
- Roles
- Notes
- Client Visible
- Client Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Phone UUIDRequired
- Client UUIDRequired
- Phone NumberRequired
- Lable
- Is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client Trustee UUIDRequired
- Client UUIDRequired
- Trustee UUIDRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Type
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Contact UUIDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Service Tag UUIDRequired
- NameRequired
- Description
- Colour
- Is Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client UUIDRequired
- Client Group UUIDRequired
- Client NameRequired
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organisation IDRequired
- Client IDRequired
- Document NameRequired
- Description
- Document_type
- Is_requested
- Request_note
- File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Close and Nagaris 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.
Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation
