Create integrations between Dispatch and Daylite to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Dispatch and Daylite 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.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 Event
Triggers when an update is made to Dispatch.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
External Customer ID
Organization
First Name
Last Name
Description
Company Name
Email
Phone Number
Phone Type
Primary Phone
Street 1
Street 2
City
State
Postal Code
Street 1
Street 2
City
State
Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job
External Job ID
External ID Match Behavior
Organization
Customer
Status
Title
Service Type
Description
Brand
Source
Street 1
Street 2
City
State
Postal Code
Country
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity IDRequired
Entity TypeRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job OfferRequired
RecipientRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment
External ID
Job
User
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appItem
External ID
Title
Organization
ActionThis is an event a Zap performs.SearchFind existing data in your appJob
External ID
Organization
Title
Customer
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
External ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appDeleted Appointment
Triggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message IDRequired
FromRequired
ToRequired
HTML Email BodyRequired
DateRequired
Category
Keywords
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Category
Keywords
Details
First NameRequired
Last NameRequired
Email Address
Phone Number
Company Name
Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Object ReferenceRequired
Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Subject
Details
Show As
Timezone
Start Date
End Date
Category
Edit Mode
Keywords
Resources
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
First Name
Middle Name
Last Name
Prefix
Suffix
Nickname
Category
Edit Mode
Keywords
Birthday
Anniversary
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Group Edit Mode
Linked Group
Linked Contact Edit Mode
Relationship Type (Recipient)
Relationship Type (Source)
Contacts
Linked Company Edit Mode
Company
Company Role
Project Edit Mode
Project
Project Role
Project Title
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Status
Priority
Name
Start Date
End Date
Due Date
Category
Edit Mode
Keywords
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Task Edit Mode
Linked Task
Linked Note Edit Mode
Linked Note
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object TypeRequired
Search BodyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appReference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
EmailRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Name Search OperatorRequired
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Owner
Keywords
Category
TitleRequired
Details
Location
Type
Status
Priority
Estimated Time
Start Date
Due Date
End Date
Person
Company
Note
Opportunity
Project
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
FieldsRequired
Record Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Document
Invoice/Estimate External ID
Job
Job External ID
Type
Status
Flat Rate
Percent
Product/Service
Product/Service External ID
Quantity
Amount
Taxable
Type
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job OfferRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Offer
Status
Offer Strategy
Offer Duration
Brand
Accept Title
Allow Decline
Decline Title
Decline Reasons
Title
Description
Service Type
External Job ID
Service Provider
External Service Provider ID
Name
Phone
Email
First Name
Last Name
Phone Number
Phone Type
Primary Phone
Email
Street 1
Street 2
City
State
Postal Code
Country
Window Start
Window End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
External Organization ID
Name
Phone Number
Email
Timezone
Service Types
Street 1
Street 2
City
State
Postal Code
Country
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
External User ID
Organization
First Name
Last Name
Phone Number
Email
Roles
Service Types
Timezone
Occupation
Has Smartphone
Street 1
Street 2
City
Postal Code
State
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Document
External ID
Job
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer
Organization
External ID
Email
First Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Offer
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDispatcher or Technician
External ID
Email
Phone
First Name
Last Name
Organization
ActionThis is an event a Zap performs.SearchFind existing data in your appDeleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Details
TimezoneRequired
Start DateRequired
End DateRequired
Show As
Category
Keywords
Resources
Location
Type
Status
All Day
Note
Group
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form TemplateRequired
Linked Person
Linked Company
Linked Opportunity
Linked Project
Linked Note
Linked Task
Linked Appointment
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Company Name
Type
Region
Industry
Category
Edit Mode
Keywords
Email Address Edit Mode
Label
Email Address
Ordering
Phone Number Edit Mode
Format
Label
Phone Number
Ordering
Person Title
Linked Person Edit Mode
Person
Person Role
Address Edit Mode
Label
Street
City
Postal Code
State
Country
Ordering
Number of Employees
Relationship Type (Source)
Relationship Type (Recipient)
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Opportunity Role
Opportunity Title
Linked Project Edit Mode
Project
Project Role
Project Title
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Opportunity Name
State
Probability
Start Date
End Date
Forecasted Date
Edit Mode
Keywords
Category
Linked Contact Edit Mode
Contacts
Linked Company Edit Mode
Company
Linked Opportunity Edit Mode
Opportunity
Linked Note Edit Mode
Linked Note
Linked Task Edit Mode
Linked Task
Linked Appointment Edit Mode
Linked Appointment
Linked Group Edit Mode
Linked Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
Title
Details
Priority
Due Date
Start Date
End Date
Category
Edit Mode
Keywords
Estimated Time
Location
Type
Status
All Day
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appText Field
Text Field Value
Date Field
Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
BodyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name Search Operator
NameRequired
Category
Keywords
Details
Company Type
Region
Industry
Label
Website Address
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
State
Country
Postal Code
Ordering
Number of Employees
Person
Person Role
Person Title
Person Department
Companies
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Email Address
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name Search OperatorRequired
First NameRequired
Last Name Search OperatorRequired
Last NameRequired
Email Search OperatorRequired
Email AddressRequired
Middle Name
Prefix
Suffix
Nickname
Category
Keywords
Details
Birthday
Anniversary
Label
Ordering
Format
Label
Phone Number
Ordering
Label
Street
City
Postal Code
State
Country
Ordering
Company Name
Company Website
Role
Job Title
Department
Relationship Type (Recipient)
Relationship Type (Source)
Contact
Company
Company Role
Company Department
Company Title
Opportunity
Opportunity Role
Opportunity Title
Project
Project Role
Project Title
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
TitleRequired
DetailsRequired
Category
Keywords
Owner
Contact
Company
Opportunity
Project
Task
Appointment
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Name Search OperatorRequired
Opportunity NameRequired
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
StateRequired
Probability
Forecasted Date
End Date
Start Date
Company
Contact
Note
Task
Appointment
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
Source Import ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText Field
Text Field Value
Date Field
Date Field Value
Custom Field
Custom Field Value
NameRequired
Category
Keywords
Details
Owner
StatusRequired
Priority
Start Date
End Date
Due Date
Linked Person
Person Role
Linked Company
Company Role
Note
Task
Appointment
Group
Extra Field 1
Extra Field 2
Extra Field 3
Extra Field 4
Extra Field 5
Extra Field 6
Extra Field 7
Extra Field 8
Extra Field 9
Extra Field 10
Extra Field 11
Extra Field 12
Extra Date 1
Extra Date 2
Extra Date 3
Extra Date 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found