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Commusoft
Commusoft
1. Choose trigger event
IntelligenceBank
IntelligenceBank
2. Choose action
1. Select the event
Setup
Test
Commusoft
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Commusoft.
Add your action
An action happens after the trigger—such as "Add Record Multi-Upload Field File or URL" in IntelligenceBank.
You’re connected!
Zapier seamlessly connects Commusoft and IntelligenceBank, 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.
Create a new record or update an existing record in your app.
Review Type
Required
Document ID
Required
Product Key
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Target
Required
File Name
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template Group _id
Required
Group Name
Required
Group Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Record File _id
Required
Field _id
Required
File Name
Required
Source Record _id
Required
Request Comment
Request Type
Required
Required By Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder _id
Required
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File Name
Required
Remote File Name
Required
Remote Connector Key
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Record _id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File Tmp Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Compliance Review ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Database _id
Required
Record _id
Required
Update Record As Draft
Required
Owner Groups
Owner Division
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resource Name
Resource Id
Required
File - Type
Required
File - Tmp Filename
Required
File - Size
Required
File - New Name
Required
Create New Version
Required
New Version Comment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workflow Request _id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Form Source
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resource _id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Resource ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sort by field
Required
Sort order
Required
Max Results (1-100)
Required
Custom Page Title to search for
Custom Page _id to search for
Custom Page id to search for
Custom Page Status to search for
Custom Page Created By User _id to search for
Custom Page Updated By User _id to search for
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Folder _id
Sort by Field
Required
Sort order
Required
Keyword(s) to search for
Max Results (1-100)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Source Type
Required
Source _id
Creator _id
Sort by Field
Required
Sort order
Required
Max Results (1-100)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Database _id
Required
Sort by Field. Left blank to sort by relevance.
Required
Sort order
Required
Max Results
Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
Return Friendly Form Data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Sort by field
Required
Sort order
Required
Max Results
Required
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
User Status to search for
Keywords to search for
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Folder _id
Sort by Field
Required
Sort order
Required
Keyword(s) to search for
Max Results (1-100)
Required
Destination Folder _id
Required
Folder Name
Required
Folder Description
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Commusoft and IntelligenceBank with AI agents and code
Beyond Zap workflows. Call Commusoft and IntelligenceBank actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Commusoft and IntelligenceBank actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Opportunity
Add Record Multi-Upload Field File or URL
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect Commusoft and IntelligenceBank to integrate crucial parts of your business
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Make work flow with AI
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