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How Zapier works
Zapier makes it easy to integrate CRM Web App with GrassBlade LRS - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Affiliate" from CRM Web App.
Add your action
An action happens after the trigger—such as "Create Statements" in GrassBlade LRS.
You’re connected!
Zapier seamlessly connects CRM Web App and GrassBlade LRS, automating your workflow.
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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.
- New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try ItTriggerInstant - New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite
- New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try ItTriggerInstant - New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite