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Set up your first integration
Quickly connect Pensight to Email by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pensight with Email by Zapier - 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 Client Started Their First Order" from Pensight.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects Pensight and Email by Zapier, automating your workflow.
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Connect Pensight and Email by Zapier 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.
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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 Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItTriggerInstant - A User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItTriggerInstant - Setup Directions
Try ItTriggerInstant
- Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Try ItTriggerInstant - New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite
