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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.
- Client AccountRequired
Try ItTriggerInstant- Client AccountRequired
Try ItTriggerPolling- Client AccountRequired
- First Name
- Last Name
- Email
- Phone
- Status Source
- Deal Value (Revenue)
- Lead Source
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- Google Click ID
- Facebook Click ID
- Facebook Click Cookie (_fbc)
- Facebook Browser Cookie (_fbp)
- TikTok Click ID
- Microsoft Click ID
- Snapchat Click ID
- City
- State / Province
- Zip Code
- Country
- Street Address
- IP Address
ActionWrite- Client AccountRequired
- Email
- Phone
ActionSearch
- New Client Account
Triggers when a new client account is created.
Try ItTriggerPolling - Account NameRequired
ActionWrite- Client AccountRequired
- Lead
- Email (Lookup)
- Phone (Lookup)
- Status Source
- Deal Value (Revenue)
- First Name
- Last Name
- Lead Source
- City
- State / Province
- Zip Code
- Country
- Street Address
- Address Line 2
- Motivation Score
ActionWrite

