Put CRMdata to work with AI and enterprise-grade automation
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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.
- Deal Won
Triggers when a deal is moved to a won stage in CRMdata Tycho (or created in one).
Try ItTriggerInstant - New Contact
Triggers when a contact person is added to a company in CRMdata Tycho.
Try ItTriggerInstant - New Task
Triggers when a task is created in CRMdata Tycho.
Try ItTriggerInstant - Company NameRequired
- Organization Number
- Phone
- Email
- Website
- Street Address
- Postal Code
- City
ActionWrite
- New Company
Triggers when a company is saved in CRMdata Tycho (from Prospecting, by hand or through the API). Companies added with the Excel import in CRMdata Tycho do not trigger it.
Try ItTriggerInstant - New Deal
Triggers when a deal is added to a pipeline in CRMdata Tycho.
Try ItTriggerInstant - Task Completed
Triggers when a task is marked as done in CRMdata Tycho.
Try ItTriggerInstant - CompanyRequired
- Full Name
- First Name
- Last Name
- Title
- Email
- Phone
- Mobile
- LinkedIn URL
- Notes
ActionWrite
For builders
Let your AI safely access CRMdata
Go beyond Zap workflows. Install Zapier in your AI to call CRMdata actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in CRMdata from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose CRMdata actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CRMdata connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "crmdata", owner: "me" });
await zapier.runAction({
app: 'crmdata',
action: 'create_company',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

