ComTrack Integrations

Name: Zapier
Availability: InStock

Put ComTrack to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

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

LeadConnector

Marketing Automation

Box

File Management & Storage

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

Google Drive

File Management & Storage, Google

Airtable

Databases

Jotform

Forms & Surveys

ActiveCampaign

Marketing Automation

Apizeal

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Box

File Management & Storage

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

Google Drive

File Management & Storage, Google

Airtable

Databases

LeadConnector

Marketing Automation

Box

File Management & Storage

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

Google Drive

File Management & Storage, Google

Airtable

Databases

Jotform

Forms & Surveys

ActiveCampaign

Marketing Automation

Apizeal

CRM (Customer Relationship Management)

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

Add rows in ComTrack every month
Details
Try it
Schedule by Zapier + ComTrack
Create if/then rules in ComTrack when new Google Sheets rows are created
Details
Try it
Google Sheets + ComTrack
Digest new Box files in ComTrack for efficient management
Details
Try it
Box + ComTrack

Add rows in ComTrack every month

Details

Try it

Schedule by Zapier + ComTrack

Create if/then rules in ComTrack when new Google Sheets rows are created

Details

Try it

Google Sheets + ComTrack

Digest new Box files in ComTrack for efficient management

Details

Try it

Box + ComTrack

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.

Chats: New Channel
Triggers when a new channel is created.
Trigger
Polling
Try It
Chats: New File
Triggers when a new file is posted in a message.
Trigger
Polling
Try It
Chats: New Message Posted Anywhere
Triggers when a new message is posted anywhere in the organization.
Trigger
Polling
Try It
Chats: New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Agent Name
- Carrier
- Agent ID
- Agent NPN
- Statement Date
- Client Full Name
- Client First Name
- Client Middle Name Initial
- Client Last Name
- Carrier Member ID
- Policy Number
- Effective Date
- Prior Plan
- Termination Date
- Termination Reason
- Line
- Sub Line
- Plan Type
- Plan
- Contract
- PBP
- Member State
- Member County
- Premium
- Agent Split
- Comp Rate
- Lives
- Commission
- Expected Commission
- Commission Action
- Agent Comp Plan
- Agent Payroll
- Lock Pay
- Upline 1 Name
- Upline 1 Comp Plan
- Upline 1 Payroll
- Upline 2 Name
- Upline 2 Comp Plan
- Upline 2 Payroll
- Upline 3 Name
- Upline 3 Comp Plan
- Upline 3 Payroll
- Upline 4 Name
- Upline 4 Comp Plan
- Upline 4 Payroll
- Upline 5 Name
- Upline 5 Comp Plan
- Upline 5 Payroll
- Upline 6 Name
- Upline 6 Comp Plan
- Upline 6 Payroll
- Upline 7 Name
- Upline 7 Comp Plan
- Upline 7 Payroll
Action
Write

- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel
  Required
Action
Write

- Channel
  Required
- User ID to Invite
  Required
Action
Write
- Channel
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Writing Agent Name
- Client First Name
- Client Last Name
- Date of Birth
- Address
- Street Address Line 2
- City
- State
- Zip Code
- Phone Number
- Email
- Submit Date
- Policy Number
- Effective Date
- Premium
- Client Type
- New to Carrier
Action
Write
- Note
- Folder
  Required
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Rule
  Required
Action
Write
- File
  Required
- Filename
  Required
Action
Write
- Rule
  Required
- Note
- Folder
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Channel Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Rule
  Required
Action
Search
- Folder
  Required
Action
Search

- Channel
  Required
Trigger
Polling
Try It
Chats: New Mention
Triggers when a new message mentions someone.
Trigger
Polling
Try It
- Channel
  Required
Trigger
Polling
Try It
New Application
Triggers when a new application is created in ComTrack — from the disposition form, HealthSherpa import, or any other source. Polls up to every few minutes depending on your Zapier plan.
Trigger
Polling
Try It
- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel ID
  Required
- Message ID
  Required
- User ID (who is deleting)
  Required
Action
Write
- Message ID
  Required
Action
Write
- Channel
  Required
- User ID to Remove
  Required
Action
Write
- Recipient User ID
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Folder
  Required
- Number of Rules
  Required
Action
Write
- Folder Name
  Required
Action
Write
- Folder
  Required
Action
Write
- Agent Full Name
- Carrier
- Client Full Name
- Policy Number
- Date
- Note
- Folder ID
- AllTime Record ID
Action
Write
- Folder
  Required
- Folder Name
  Required
Action
Write
- Search Query
  Required
Action
Search
- Full Name or Part of Name
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Folder
Action
Search
- Dummy Field
Action
Search

ComTrack 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 ComTrack

ComTrack is a commission tracker for insurance agents.

HelpHelp

Related categories

Accounting

ComTrack Integrations

Put ComTrack 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

Launch your first automated workflow

Add rows in ComTrack every month

Create if/then rules in ComTrack when new Google Sheets rows are created

Digest new Box files in ComTrack for efficient management

Add rows in ComTrack every month

Create if/then rules in ComTrack when new Google Sheets rows are created

Digest new Box files in ComTrack for efficient management

Supported triggers and actions

ComTrack 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

Popular ComTrack Integrations

Popular ComTrack Integrations

ComTrack Integrations

Put ComTrack 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

Add rows in ComTrack every month

Create if/then rules in ComTrack when new Google Sheets rows are created

Digest new Box files in ComTrack for efficient management

Add rows in ComTrack every month

Create if/then rules in ComTrack when new Google Sheets rows are created

Digest new Box files in ComTrack for efficient management

ComTrack 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 ComTrack Integrations

Popular ComTrack Integrations

Connect Your App Accounts to Zapier