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How Zapier works
Zapier makes it easy to integrate essensys Operate with ProAgentSolutions - no code necessary. See how you can get setup in minutes.
Select a trigger from essensys Operate
Setup an action from ProAgentSolutions
That’s it! You just connected essensys Operate to ProAgentSolutions
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Connect essensys Operate and ProAgentSolutions 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 Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Event
Triggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Charge Sheet
Triggers when a new charge sheet is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Charge Sheet
Triggers when a new charge sheet is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Contact
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Licence
Triggers when a new licence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TaxRequired
- ProductRequired
- Account NameRequired
- Date FromRequired
- QuantityRequired
- Date ToRequired
- Unit PriceRequired
- Reference Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Name
- web Channel
- Primary Source
- Secondary Source
- Secondary Source
- Lead Channel
- Email
- Location
- Broker
- Broker Contact
- User
- Region
- Lead Type
- Lead Source
- Industry
- Dead Reason
- Client TypeRequired
- Broker Updated
- Check to Receive Marketing Up
- Lead Converted
- Multi Day Booking
- LeadDADI Lead
- Tour Arranged
- Tour Reminder Sent
- Tour Requested
- Web to Lead
- Lead Converted Date
- Dead Date
- Enquiry Date
- Event End Date
- Event Start Date
- Second Event End Date
- Second Event Start Date
- Agent Email
- Agent Reference
- Lead Status
- Budget
- County
- Event Name
- Fax Number
- Floor
- I Am Interested In
- Lead Status Id
- Location Required
- Mobile No
- No of Attendees
- Number of People
- 2 of Your Favourite Pastimes
- Postcode
- Quality of Space
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Post Code
- Registered Address Town
- Size
- Space Type
- Phone No
- Term
- Test Lead WF
- Time Line
- Timing
- City
- Website
- Win Chance
- Comments
- Start DateRequired
- Last Name
- First Name
- Country
- Addressline1
- Addressline2
- Campaign
- Addressline3
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- TaxRequired
- Product GroupRequired
- Product NameRequired
- Unit PriceRequired
- Available AtRequired
- Start DateRequired
- Cost TypeRequired
- Location
- Catering
- Created By
- Actual Workstations
- Creation Date
- Currency Occupier
- Current Price
- Facility
- Markup Type
- Office and Occupier
- Product Group Name
- Show in Calendar
- Tax Rate
- Update Date
- Updated By
- Frequency
- Retainer Tax
- Retainer Product
- Record Type
- Office Type
- Office Status
- Meeting Room Type
- Allow Zero Invoice
- Mandatory Square Foot Calculated
- Allow Zero Price on Invoices
- Can Book on Website
- Mandatory to Virtual Clients
- Clearance Time
- Cost Centre
- Department Number
- Description
- Desk
- Discontinued
- Hide From Invoices
- End Date
- Extract Cost From Call Logger
- Floor
- Revacc No
- Discrevacc No
- Defacc No
- Gove Code
- Hide From Point of Sale
- Dedube Imported Products
- Include Reservation Discounts
- Included in Commissions
- Item ID
- Published
- Mandatory Charge
- Markup
- Meeting Room
- Metered Charge
- Minimum Price
- Number of People
- Notes
- Time Based Plan Hours
- Office
- Office Size
- Online Alias
- Mandatory Charge Percent of All
- Mandatory Percent of Rent
- Ports
- Pricing Day Ext
- Pricing Day Highest Qualifier
- Pricing Day Int
- Pricing Day Lowest Qualifier
- Pricing Day Mins
- Pricing Half Day Ext
- Pricing Half Day Highest Qual
- Pricing Half Day Int
- Pricing Half Day Lowest Qual
- Pricing Half Day Mins
- Pricing Hourly Ext
- Pricing Hourly Highest Qualifier
- Pricing Hourly Int
- Pricing Hourly Lowest Qual
- Pricing Hourly Mins
- Can Be Bundled
- Product Cannot Be Discounted
- Product Cost
- Quality of Space
- Service
- Reference Text
- Retainer
- Service Charge Item
- SMS Item
- Time Based Plan
- Can Edit Mandatory Charge
- Virtual Service
- Withholding Tax
- Workstations
- Complimentary Items
- Mandatory Charge Type
- Related Space
- Styles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Optout
- First Name
- Last Name
- Mobile Phone
- User
- Address
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax Number
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - TitleRequired
- TypeRequired
- Description
- StartDate
- EndDate
- Reminder
- ReminderTime
- IsAllDay
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Calendar Event
Triggers when a Calendar Event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Charge Sheet
Triggers when a new charge sheet is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead
Triggers when new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Account NameRequired
- Account TypeRequired
- End Date
- Start DateRequired
- web Channel
- Primary Source
- Secondary Source
- Client TypeRequired
- Broker
- Broker Contact
- User
- Payment Type
- Rental Payment Type
- Standard Payment Term
- Rental Payment Term
- Meeting Package
- Location
- Lead Source
- Industry
- Group Account
- Campaign
- Agent Type
- Addressline1
- Addressline2
- Addressline3
- Country
- County
- Email
- Postcode
- Mobile No
- Sic Code
- City
- Website
- VAT No
- Phone No
- Charge VAT
- Email Invoice
- Include BFWD
- Show Call Details
- Include Itemised Bill
- Include Statement
- LeadDADI Agent
- On Account