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Set up your first integration
Quickly connect CloudSpot to Pro-Ledger with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate CloudSpot with Pro-Ledger - 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 "New Email Capture" from CloudSpot.
Add your action
An action happens after the trigger—such as "Create a Record" in Pro-Ledger.
You’re connected!
Zapier seamlessly connects CloudSpot and Pro-Ledger, 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.
- New Email Capture
Triggers when a new email was captured in web galleries.
Try ItTriggerPolling - Collection NameRequired
- Collection Tag
- Event Date
ActionWrite- RecRequired
- Transaction TypeRequired
- ClassRequired
- CategoryRequired
- Subcategory
- AccountRequired
- Record Description
- AmountRequired
- Amount UnitRequired
- Taxes
- Tax OptionsRequired
- SourceRequired
ActionWrite
- Fulfillment TypeRequired
Try ItTriggerPolling- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
ActionWrite