Connect CourseSight to Karlia and automate any workflow
![CourseSight](https://zapier-images.imgix.net/storage/developer_cli/159c334019d5d85618d55780d891aad7.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![CourseSight](https://zapier-images.imgix.net/storage/developer_cli/159c334019d5d85618d55780d891aad7.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Karlia](https://zapier-images.imgix.net/storage/developer_cli/524f37f2119a45da64357cd9097af15d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Karlia](https://zapier-images.imgix.net/storage/developer_cli/524f37f2119a45da64357cd9097af15d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate CourseSight with Karlia - no code necessary. See how you can get setup in minutes.
Select a trigger from CourseSight
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Karlia
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected CourseSight to Karlia
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect CourseSight and Karlia to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect CourseSight and Karlia to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Dedicated Course Booking Added
Triggers when a new dedicated course booking is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Added
Triggers when a delegate is booked on a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Course Completed
Triggers when a delegate completes a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Replaced
Triggers when a delegate is replaced on a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Added
Triggers when a company link is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Removed
Triggers when a company link is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Material Order Changed
Triggers when the details of a material order changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Open Course Booking Changed
Triggers when the details of an open course booking changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Changed
Triggers when an order containing one or more order items is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier
Trigger when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier
Triggers when a supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity Status
Triggers when an opportunity status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Opportunity
Triggers when an opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Order
Triggers when an order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Delivery
Triggers when a delivery is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Equipment
Triggers when a new equipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Equipment
Triggers when an equipement is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Purchase
Triggers when a purchase is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Order
Triggers when a new supplier order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Order
Triggers when a supplier order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Delivery
Triggers when a supplier delivery is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Invoice
Triggers when a new supplier invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Event
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Note
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time
Triggers when a new time is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Time
Triggers when a time is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task Status
Triggers when a project task status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project Task
Triggers when a project task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Subtask
Triggers when a project subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project Subtask
Triggers when a project subtask is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Ticket
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Ticket
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Reference
- Description
- Serial number
- Customer / SupplierRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier
- Status
- Title
- Document date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- CustomerRequired
- Title
- Step
- UserRequired
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- UserRequired
- Columns
- Customer / SupplierRequired
- Opportunity
- Starting date
- Due date
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Step
- Description
- Priority
- Starting date
- Due date
- Time estimated
- UserRequired
- Customer / SupplierRequired
- Opportunity
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Project
- Customer / SupplierRequired
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Civility
- Firstname
- LastnameRequired
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Reference
- Serial number
- Customer / SupplierRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Supplier
- Status
- Title
- Document date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- PipelineRequired
- Title
- Step
- UserRequired
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- UserRequired
- Columns
- Customer / SupplierRequired
- Opportunity
- Starting date
- Due date
- Status
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Step
- Description
- Priority
- Starting date
- Due date
- Time estimated
- UserRequired
- Customer / SupplierRequired
- Opportunity
- Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Do you want to add the document in a new opportunity ?Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- id_taskRequired
- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want to add the document in a new opportunity ?Required
- TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Do you want to add the document in a new opportunity ?Required
- NameRequired
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Dedicated Course Booking Changed
Triggers when the details of a dedicated course booking changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Cancelled
Triggers when a delegate is cancelled from an open course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Moved
Triggers when a delegate is moved from one course to another.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Updated
Triggers when the details of a delegate are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Changed
Triggers when the details of a company link changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Material Order Added
Triggers when a new material order is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Open Course Booking Added
Triggers when a new open course booking is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Added
Triggers when a new order containing one or more order items is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Contact
Triggers when a contact is delete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Quote
Triggers when a quote is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Order
Triggers when a order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Delivery
Triggers when a new delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Delivery
Triggers when a delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Product
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Equipment
Triggers when an equipment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Purchase
Triggers when a purchase is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Order
Triggers when a supplier order is updated..
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Suppler Delivery
Triggers when a new supplier delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier Invoice
Triggers when a supplier invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Event
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Note
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Time
Triggers when a time is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Task Column Number
Triggers when a column number of a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Subtask
Triggers when a new project subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Project Subtask Status
Triggers when a project subtask status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Ticket Status
Triggers when a ticket status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer / SupplierRequired
- Civility
- Firstname
- LastnameRequired
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Do you want to add the document in a new opportunity ?Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Project
- Document date
- Title
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Section
- Starting date
- Due date
- Time estimated
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- Title
- Priority
- Group
- UserRequired
- Skill
- Customer / SupplierRequired
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is it a Customer Contact or a Supplier Contact?Required
- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quick Search
- Prospect
- TypeRequired
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Status
- Title
- Document date
- Due date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Customer / SupplierRequired
- Opportunity
- Project
- Document date
- Title
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Status
- Section
- Starting date
- Due date
- Time estimated
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- NameRequired
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- idRequired
- Title
- Priority
- Group
- UserRequired
- Skill
- Customer / SupplierRequired
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Do you want to add the document in a new opportunity ?Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want to add the document in a new opportunity ?Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Do you want to add the document in a new opportunity ?Required
- Customer / SupplierRequired
- Civility
- Firstname
- LastnameRequired
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- PipelineRequired
- CustomerRequired
- Title
- Step
- UserRequired
- Status
- Condition
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found