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Choose a Trigger
Choose an Action
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Select a trigger from Credit Letters Software
A trigger is an event that starts your Zap and runs the workflow. For example, with Credit Letters Software, a trigger could be "Client Status Changed."
Setup an action from Trello
An action is what takes place after the automation is triggered. For example, with Trello, the action could be "Create Checklist Item in Card."
That’s it! You just connected Credit Letters Software to Trello
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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.
triggers, actions, or triggers and actions
- Client Status Changed
Triggers when a client status is changed.
Try ItTriggerInstant - New Client
Triggers when a new client is created.
Try ItTriggerInstant - New Letter Generated
Triggers when a new letter is generated.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant
- Delete Lead
Triggers when a lead is deleted.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Client
Triggers when a client is updated.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
ActionWrite
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Related categories
Related categories