Coevera Integrations

Name: Zapier
Availability: InStock

Put Coevera to work with AI and enterprise-grade automation

Automate smarter with Coevera and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Wix

Website Builders

Ecwid by Lightspeed

eCommerce

Duda

Website Builders

Google Tasks

Google, Task Management

Apollo

Sales & CRM

Intercom

Customer Support

PayPal

Payment Processing

Hive

Team Collaboration

Ninja Forms

Forms & Surveys, WordPress

Wix

Website Builders

Ecwid by Lightspeed

eCommerce

Duda

Website Builders

Google Tasks

Google, Task Management

Apollo

Sales & CRM

Intercom

Customer Support

Wix

Website Builders

Ecwid by Lightspeed

eCommerce

Duda

Website Builders

Google Tasks

Google, Task Management

Apollo

Sales & CRM

Intercom

Customer Support

PayPal

Payment Processing

Hive

Team Collaboration

Ninja Forms

Forms & Surveys, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Update Mailchimp subscribers when contacts are updated in Coevera
Details
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Coevera + Mailchimp
Add new Google Forms responses as contacts in Coevera
Details
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Google Forms + Coevera
Add new Coevera contacts to Mailchimp as subscribers
Details
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Coevera + Mailchimp
Create leads in Coevera for new subscribers in Mailchimp
Details
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Mailchimp + Coevera
Add new Pipeliner accounts to QuickBooks Online as customers
Premium
Details
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Coevera + QuickBooks Online
Create new leads in Coevera from new leads detected in WhatConverts
Details
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WhatConverts + Coevera

Update Mailchimp subscribers when contacts are updated in Coevera

Details

Try it

Coevera + Mailchimp

Add new Google Forms responses as contacts in Coevera

Details

Try it

Google Forms + Coevera

Add new Coevera contacts to Mailchimp as subscribers

Details

Try it

Coevera + Mailchimp

Create leads in Coevera for new subscribers in Mailchimp

Details

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Mailchimp + Coevera

Add new Pipeliner accounts to QuickBooks Online as customers

Details

Try it

Coevera + QuickBooks Online

Create new leads in Coevera from new leads detected in WhatConverts

Details

Try it

WhatConverts + Coevera

Create new Coevera opportunities from new rows in Microsoft Excel

Details

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Microsoft Excel + Coevera

Update opportunities in Coevera when new documents get completed in PandaDoc

Details

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PandaDoc + Coevera

Update opportunities in Coevera when new documents are sent in PandaDoc

Details

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PandaDoc + Coevera

Create opportunities in Coevera from new or updated rows in Google Sheets

Details

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Google Sheets + Coevera

Create new contacts in Coevera for every new contact in Seamless AI

Details

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Seamless + Coevera

Send email notifications through Gmail for updated opportunities in Coevera

Details

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Coevera + Gmail

Create new Coevera opportunities from new rows in Microsoft Excel
Details
Try it
Microsoft Excel + Coevera
Update opportunities in Coevera when new documents get completed in PandaDoc
Details
Try it
PandaDoc + Coevera
Update opportunities in Coevera when new documents are sent in PandaDoc
Details
Try it
PandaDoc + Coevera
Create opportunities in Coevera from new or updated rows in Google Sheets
Details
Try it
Google Sheets + Coevera
Create new contacts in Coevera for every new contact in Seamless AI
Details
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Seamless + Coevera
Send email notifications through Gmail for updated opportunities in Coevera
Details
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Coevera + Gmail

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.

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It

Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
  Required
Action
Write
- Id
  Required
Action
Write
- Custom entity type
  Required
- Id
  Required
Action
Write
- Id
  Required
- Pipeline ID
- Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Pipeline
  Required
- Step
  Required
Action
Search or write
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
  Required
Action
Write
- Custom entity type
  Required
Action
Write
- Pipeline
  Required
- Step
  Required
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Custom entity type
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write

For builders

Let your AI safely access Coevera

Go beyond Zap workflows. Install Zapier in your AI to call Coevera actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Coevera from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Account
Create Appointment

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Coevera actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Coevera connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "coevera", owner: "me" });

await zapier.runAction({
  app: 'coevera',
  action: 'createAccount',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Coevera Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Coevera

Coevera is a B2B sales CRM that combines visual pipeline management, Voyager AI, and workflow automation to transform how sales teams sell and grow revenue.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Coevera Integrations

Put Coevera to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Update Mailchimp subscribers when contacts are updated in Coevera

Add new Google Forms responses as contacts in Coevera

Add new Coevera contacts to Mailchimp as subscribers

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Create new leads in Coevera from new leads detected in WhatConverts

Update Mailchimp subscribers when contacts are updated in Coevera

Add new Google Forms responses as contacts in Coevera

Add new Coevera contacts to Mailchimp as subscribers

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Create new leads in Coevera from new leads detected in WhatConverts

Create new Coevera opportunities from new rows in Microsoft Excel

Update opportunities in Coevera when new documents get completed in PandaDoc

Update opportunities in Coevera when new documents are sent in PandaDoc

Create opportunities in Coevera from new or updated rows in Google Sheets

Create new contacts in Coevera for every new contact in Seamless AI

Send email notifications through Gmail for updated opportunities in Coevera

Create new Coevera opportunities from new rows in Microsoft Excel

Update opportunities in Coevera when new documents get completed in PandaDoc

Update opportunities in Coevera when new documents are sent in PandaDoc

Create opportunities in Coevera from new or updated rows in Google Sheets

Create new contacts in Coevera for every new contact in Seamless AI

Send email notifications through Gmail for updated opportunities in Coevera

Let your AI safely access Coevera

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Coevera Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Coevera Integrations

Popular Coevera Integrations

Connect Your App Accounts to Zapier