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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from deal.ai.

Add your action

An action happens after the trigger—such as "Add or Remove Contact to Deal Room" in Dealintent.

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Zapier seamlessly connects deal.ai and Dealintent, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Learn about AI automation

Connect deal.ai and Dealintent 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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

- Funnel
Trigger
Instant
Try It
- Deal Room
  Required
- Mutual Action Plan
  Required
Trigger
Polling
Try It
New Contacts
Triggers when new contact is created.
Trigger
Polling
Try It
New Deal Rooms
Triggers when new deal room is created.
Trigger
Polling
Try It
New Deal Room Templates
Triggers when new deal room template is created.
Trigger
Polling
Try It
- Deal Room
  Required
Trigger
Polling
Try It
- Deal Room
  Required
- Contact
  Required
- Action
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Contacts
- Members
- Title
  Required
- Due Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Linkedin URL
- Designation
- Company
Action
Write
- Deal Room Name
  Required
- Deal Name
  Required
- Deal Value
  Required
- Deal Close Date
  Required
- Deal Stage
  Required
- Company
Action
Write
- Name
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Action Item
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Action
  Required
Action
Write
- Action Item
  Required
- Banner
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Name
  Required
Action
Write

- Funnel
- Email
- Full Name
- First Name
- Last Name
- Phone Number
Action
Write
New Companies
Triggers when new company is created.
Trigger
Polling
Try It
New Contents
Triggers when new content or file is created.
Trigger
Polling
Try It
- Deal Room
  Required
Trigger
Polling
Try It
New Members
Triggers when new member is added.
Trigger
Polling
Try It
New Stages
Triggers when new stage is created.
Trigger
Polling
Try It
- Deal Room
  Required
- Member
  Required
- Action
  Required
Action
Write
- Name
  Required
- Domain
  Required
- Linkedin URL
- City
- State
- Country
Action
Write
- Name
  Required
- Description
- URL
  Required
- Size (in bytes)
  Required
- Mime Type
  Required
- Cover Image
- Access
  Required
Action
Write
- Name
  Required
- URL
  Required
- Mime Type
  Required
- Size (in bytes)
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
Action
Write
- Deal Room
  Required
- Action Item
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Title
  Required
- Due Date
  Required
- Members
- Contacts
Action
Write
- Deal Room
  Required
- Action Item
  Required
- Name
  Required
Action
Write

About deal.ai

deal.ai empowers businesses and agencies with AI marketing solutions.

Related categories

About Dealintent

Dealintent is service for enabling b2b companies to close deal faster.

Related categories

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