Create integrations between Evoliz and Close to automate any workflow
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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.
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
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.
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 ZapScheduledZapier checks for new data every 15 min on the Free plan - New Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Payment's type
- Payment method id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Account numberRequired
- Account labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account numberRequired
- Client nameRequired
- Client typeRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Delivery Address line 1
- Delivery Address line 2
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote's prospect id
- Contact last nameRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact emailRequired
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Invoice rebate
- Execution date of payment terms
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Client activity number
- Client business Number (SIRET)
- Client intra-community VAT number
- Client phone number
- Client mobile number
- Client website URL
- Comments on the invoice with html
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Withdrawal period
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Email recipient addressRequired
- Send copy to your user email address
- Subject of the email.
- Body of the email in txt or Html
- Send signature of your company in the email
- Add the PDF document as an attachment
- Contact client civility
- Contact last name
- Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Article unique identifier
- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Article referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search byRequired
- Search ContentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
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- Search byRequired
- Search ContentRequired
- Client id
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
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- Document number
- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Withdrawal period
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
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- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- Client typeRequired
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Sequence
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Client nameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Lead IDRequired
- Custom Object TypeRequired
- Client nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client typeRequired
- FormatRequired
- Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- Description
- Url
- Advance's status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact ID
- Note Text
- Client phone number
- Duration
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Advance's status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Client nameRequired
- Description
- Url
- Advance's status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- User ID
- Contact ID
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Client nameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body of the email in txt or Html
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead IDRequired
- Client nameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
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- Note
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Client nameRequired
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- Company Name
- Exact or Partial Match?
- Company URL
- Contact emailRequired
- Client phone number
- Lead IDRequired
- Query
- Client nameRequired
- Description
- Url
- Advance's status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
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- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact 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
- Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Bank item bank id
- Search param
- Bank item movement
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Client Contact
Triggers when a new client contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Advance's status
- Payment method id
- Analytic axis id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Invoice (Unpaid)
Triggers when a new invoice's payment is late.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Organization's type
- Client id
- Quote's prospect id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client id
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The supplier's id to attach the buy toRequired
- The buy total including vatRequired
- Document dateRequired
- Account labelRequired
- Document number
- External document number written on the document
- Payment term identifier
- Payment method id
- Item total excluding vatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Payment entry dateRequired
- Account labelRequired
- Payment method id
- Payment amountRequired
- Comments on the invoice with html
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Quote's prospect id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Validity duration of the document in days
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
- Email recipient addressRequired
- Send copy to your user email address
- Subject of the email.
- Body of the email in txt or Html
- Send signature of your company in the email
- Add the PDF document as an attachment
- Contact client civility
- Contact last name
- Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client id
- Account numberRequired
- Client nameRequired
- Client typeRequired
- Address line 1
- Address line 2
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Delivery Address line 1
- Delivery Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account numberRequired
- Client nameRequired
- Client typeRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Delivery Address line 1
- Delivery Address line 2
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
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- Document number
- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Invoice rebate
- Execution date of payment terms
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
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- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client typeRequired
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sequence
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Complete
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Account labelRequired
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client typeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Client phone number
- Direction
- Duration
- Note Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Activity TypeRequired
- User ID
- Advance's status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Advance's status
- Date Created
- Date Scheduled
- Email recipient addressRequired
- Cc
- Bcc
- Subject of the email.
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact emailRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Client typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Date Created
- Advance's status
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template ID
- Source Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Lead IDRequired
- Date
- Text
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Client nameRequired
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Custom Object IDRequired
- Custom Object TypeRequired
- Client nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Advance's status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned to User
- Text
- Date
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead IDRequired
- Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Exact or Partial Match?
- Company URL
- Contact emailRequired
- Client phone number
- Lead IDRequired
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sequence
- Contact ID
- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
- Custom Activity TypeRequired
- User ID
- Advance's status
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- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Client nameRequired
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- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
- Text TypeRequired
- Attachments
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- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
- User ID
- Lead IDRequired
- Date
- Text
- Complete
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