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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Boards: Card Archived" from ComTrack.

Add your action

An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.

You’re connected!

Zapier seamlessly connects ComTrack and LeadConnector, 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.

Boards: Card Archived
Triggers when a card is archived.
Trigger
Polling
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Boards: Card Moved to List
Triggers when a card is moved to a new list.
Trigger
Polling
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Boards: New Board
Triggers when a new board is created.
Trigger
Polling
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Boards: New Checklist
Triggers when a new checklist is created in a card.
Trigger
Polling
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Boards: New Label Added to Card
Triggers when a label is added to a card.
Trigger
Polling
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- Channel
  Required
Trigger
Polling
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Chats: New Mention
Triggers when a new message mentions someone.
Trigger
Polling
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- Channel
  Required
Trigger
Polling
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- 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
- Card ID
  Required
- Title
  Required
Action
Write
- Card ID
  Required
- Label ID
  Required
Action
Write
- Card ID
  Required
Action
Write
- Title
  Required
- Description
- Background
- Icon
Action
Write
- Card ID
  Required
- Title
  Required
Action
Write
- Card ID
  Required
- Text
  Required
- Parent Comment ID
Action
Write
- Card ID
  Required
- Board ID
  Required
- List ID
  Required
- Position
Action
Write
- Card ID
  Required
- User ID
  Required
Action
Write
- 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
- 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
- Folder
  Required
- Folder Name
  Required
Action
Write
- Board ID
- List ID
- Card Title
  Required
Action
Search
- Checklist ID
  Required
- Item Text
Action
Search
- Name
- Email
Action
Search
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Boards: Card Due
Triggers when a card is due.
Trigger
Polling
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Boards: Card Updated
Triggers when a card is updated.
Trigger
Polling
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Boards: New Card
Triggers when a new card is created.
Trigger
Polling
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Boards: New New Comment in Card
Triggers when a new comment is added to a card.
Trigger
Polling
Try It
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
- Card ID
  Required
- File
  Required
Action
Write
- Card ID
  Required
- Text
  Required
- Parent Comment ID
Action
Write
- Card ID
  Required
- User ID
  Required
Action
Write
- Original Board ID
  Required
- New Board Title
  Required
Action
Write
- List ID
  Required
- Title
  Required
- Description
- Position
- Due Date
- Start Date
Action
Write
- Checklist ID
  Required
- Text
  Required
Action
Write
- Item ID
  Required
Action
Write
- Card ID
  Required
- Label ID
  Required
Action
Write
- Card ID
  Required
- Title
- Description
- Is Complete
- Due Date
- Start Date
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
- Folder
  Required
- Number of Rules
  Required
Action
Write
- Folder Name
  Required
Action
Write
- Folder
  Required
Action
Write
- Rule
  Required
- Note
- Folder
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Board Title
  Required
Action
Search
- Card ID
  Required
- Checklist Title
Action
Search
- Label Name
  Required
Action
Search
- 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
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

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Customers have created over 25 million Zaps on the platform

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About ComTrack

ComTrack is a commission tracker for insurance agents.

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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