Contactually Help & Support

What Contactually Triggers and Actions are Supported?

Supported Triggers#

  • New Bucketed Contact - Triggered when a contact is added to the specified bucket.
  • New Contact - Triggers when a new Contact is created.

Supported Actions#

  • Bucket Partner User's Contact - Adds a partner user's contact to a bucket.
  • Bucket Contact - Add the contact to a bucket.
  • Create Partner User Contact's Interaction - Creates a new partner user contact's interaction for with a contact.
  • Create Interaction - Creates a new interaction for with a contact.
  • Create Partner User - Creates a user under the current partner (requires permissions).
  • Create Partner User Contact's Note - Creates a note for a partner user's contact.
  • Create Task - Create a new Task.
  • Create Partner User's Contact - Creates a new contact for the given partner user.
  • Create/Update Contact - Creates a new contact or updates an existing contact.

How to Get Started with Contactually

How to Get Started with Contactually on Zapier#

To get started with Contactually on Zapier, first you will need to click to connect your Contactually account to use with your Zap

Connect your Contactually account to Zapier

You'll now be asked to log into your Contactually account (unless you are already logged in)

Login to Contactually

If all steps were successful your Contactually account will now be successfully connected.

Contactually connection successful

Common Problems with Contactually

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

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Getting Started with Zapier

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