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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.
- DealId
- DealName
- DealCreatedTime
- DealUpdatedTime
- DealCloseDate
- ContactId
- Milestone
- MilestoneChangedTime
ActionWrite- Appointment Id
- Client Id
- Location Id
- Order Id
- Start At
- End At
- Location business name
- Location name
- Timezone associated with the location
- Booked By (CLIENT or STAFF)
- Client firstname
- Client lastname
- Client name
- Client email
- Client mobile phone
- Client date of birth
- appointment service Id
- appointment service service name
- appointment service staff id
- appointment service staff first name
- appointment service staff last name
- appointment service staffRequested flag
- appointment service start at
- Tag ID
- Tag name
ActionWrite- Deal ID
- opportunity_name
- opportunity_details
- opportunity_state
- responsible_user_id
- category_id
- image_url
- bid_currency
- bid_amount
- bid_type
- bid_duration
- actual_close_date
- date_created_utc
- opportunity_value
- probability
- forecast_close_date
- owner_user_id
- visible_to
- visible_team_id
- last_activity_date_utc
- next_activity_date_utc
- Pipeline Id
- Stage Id
- created_user_id
- organisation_id
- Tag name
- link_details
- link_role
- link_id
- link_object_name
- link_object_id
- object_name
- object_id
- date_updated_utc
ActionWrite- Board Id
- Item ID
- Pulse ID
- Person Name
- Item Created Date
- Pulse Name
- Group Name
- User Id
- Group ID
- Trigger Time
- Status
- custom field one
- custom field two
- custom field three
- custom field four
- Candidate Email
- Candidate Phone Number
ActionWrite
- Loan ID
- Loan Type
- Loan Created Date
- Loan Originator Email
- Loan Processor Email
- Loan Purpose
- Mortgage Type
- Subject AddressLine
- Subject City
- Subject County
- Subject State
- Subject Postal Code
- Current Loan Status
- Current Loan Updated Date
- Real Estate Agent Firstname
- Real Estate Agent Lastname
- Real Estate Agent Email
- Real Estate Agent Phone
- Real Estate Agent Role
- Real Estate Agent Company
- LoanBorrower1 FirstName
- LoanBorrower1 LastName
- LoanBorrower1 Email
- LoanBorrower1 Phone
- Loanborrower1 Dayofbirth
- LoanBorrower1 ApplicantType
- BuyerAgent FirstName
- BuyerAgentLastName
- BuyerAgentEmail
- BuyerAgentPhone
- LoanTeamUser1 FirstName
- LoanTeamUser1 LastName
- LoanTeamUser1 Email
- LoanTeamUser1 Phone
ActionWrite- Current Loan Updated Date
- Deal ID
- User Id
- People Id
- Deal Type
- Deal Status
- Deal Created At
- Pipeline Id
- Stage Id
- Stage Name
- Pipeline Name
- DealName
ActionWrite- Loan Id
- Loan Type
- Loan status
- Current Loan Updated Date
- Loan officer Name
- Loan officer email
- Borrower first name
- Borrower last name
- Borrower email
- Borrower phone Number
- CO-Borrower first name
- CO-Borrower last name
- CO-Borrower email
- CO-Borrower phone Number
- Loan processor name
- Loan Processor Email
- Buyer Agent first name
- Buyer Agent last name
- Buyer Agent email
- Buyer Agent phone Number
- Seller Agent first name
- Seller Agent last name
- Seller Agent email
- Seller Agent phone Number
- Property address
- City
- State
- custom field one
ActionWrite- Agent Details
- Loan Id
- Loan Type
- Current Loan Updated Date
- City
- State
- Property address
- custom field one
- Contact Details
ActionWrite
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