Ezekia
Add custom field values to new companies in Ezekia when new revenues are created
Easily manage your new revenue records in the Ezekia app with this streamlined workflow. Whenever new revenue is created in Ezekia, this process instantly adds a custom field value to the related company within the Ezekia app itself, allowing for improved financial record keeping and organization. Enhance your efficiency and take control of your revenue tracking with this seamless workflow.
Easily manage your new revenue records in the Ezekia app with this streamlined workflow. Whenever new revenue is created in Ezekia, this process instantly adds a custom field value to the related company within the Ezekia app itself, allowing for improved financial record keeping and organization. Enhance your efficiency and take control of your revenue tracking with this seamless workflow.
- When this happens...
New Revenue CreatedTriggers when a new revenue is created on the platform.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Add Custom Field Value to Company
Adds a custom field value to a company
ActionWriteCreate a new record or update an existing record in your app.
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Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFixed Fee Updated
Triggers when a fixed fee is updated on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Revenue Created
Triggers when a new revenue is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Custom FieldRequired
LabelTypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
Label
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Old Email AddressRequired
New Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
FromRequired
ToRequired
Cc
Bcc
SubjectRequired
BodyRequired
Microsoft Graph ID
Microsoft Graph Message ID
Created At
Attachments
Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
TemplateRequired
Due DateRequired
Number Pattern Info
Invoice NumberRequired
LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
TypeRequired
NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Fixed FeeRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Title
First NameRequired
Last nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
LabelRequired
Project NameRequired
Project ID
OwnerRequired
Company
Description
Industries
List ID
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany or Person IDRequired
Type
Information
Live Data
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn URLRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Updated
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Fixed Fee Created
Triggers when a new fixed fee is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project Created
Triggers when a new project is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunityRequired
Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Primary
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Reference Number
Number Pattern Info
Invoice Number
AmountRequired
DescriptionRequired
TagRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
CurrencyRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
LabelRequired
Project ID
Company
Owner
Description
Industries
List
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
InvoiceRequired
Reference Number
Number Pattern Info
Invoice Number
CurrencyRequired
AmountRequired
TagRequired
DescriptionRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
PrimaryRequired
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Revenue IdRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Level
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
Sort By
Sort Order
Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
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
About Ezekia
Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.
Related categories
Related Zap Templates
- Add tags to new persons in Ezekia
- Send notifications on Slack when new projects are created in Ezekia
- Create persons in Ezekia from new emails in Outlook
- Add notes to new persons in Ezekia
- Generate persons in Ezekia from new emails in Microsoft Office 365
- Add new Microsoft Office 365 contacts to Ezekia
- Upload new Microsoft Outlook contacts to Ezekia
- Create persons in Ezekia when new rows are added in Excel
- Generate persons in Ezekia when new rows are added to Google Sheets
- Add rows in Microsoft Excel when new persons are added to Ezekia
- Generate Google Sheets rows from new persons added to Ezekia
- Create new monday.com items when Ezekia projects are created
- Add new HubSpot contacts as people in Ezekia
- Update Ezekia companies with new or updated ActiveCampaign contacts
- Update Ezekia companies when new Pipedrive activities occur
- Update Ezekia companies with new Klaviyo events
- Update Ezekia companies with new Close opportunities
- Update Ezekia companies when new GetResponse contacts are created
- Update companies in Ezekia when companies are updated in Copper
- Update Ezekia companies when new Clio contacts are created
- Update companies in Ezekia when new activities happen in Clio
- Update companies in Ezekia when contacts are updated in Microsoft Dynamics 365 CRM
- Create and update Ezekia companies from new Microsoft Dynamics 365 CRM leads
- Create new Teamleader Focus contacts and update corresponding Ezekia companies
- Create and update Ezekia companies from new Credit Repair Cloud clients
- Update emails in Microsoft Outlook when companies get updated in Ezekia
- Send direct messages in Slack when new notes get added in Ezekia
- Add new Ezekia people as subscribers in Campaign Monitor instantly
- Send Slack direct messages when candidate statuses are deleted in Ezekia
- Tag new Ezekia persons when unsubscriptions occur in Mailchimp
- Add new Ezekia persons as subscribers in Mailchimp
- Update Mailchimp subscribers whenever a person is updated in Ezekia
- Create new people in Ezekia when new contacts are added in Apollo
- Send outbound emails in Email by Zapier when new projects are created in Ezekia
Related Zap Templates
- Add tags to new persons in Ezekia
- Add notes to new persons in Ezekia
- Upload new Microsoft Outlook contacts to Ezekia
- Add rows in Microsoft Excel when new persons are added to Ezekia
- Add new HubSpot contacts as people in Ezekia
- Update Ezekia companies with new Klaviyo events
- Update companies in Ezekia when companies are updated in Copper
- Update companies in Ezekia when contacts are updated in Microsoft Dynamics 365 CRM
- Create and update Ezekia companies from new Credit Repair Cloud clients
- Add new Ezekia people as subscribers in Campaign Monitor instantly
- Add new Ezekia persons as subscribers in Mailchimp
- Send outbound emails in Email by Zapier when new projects are created in Ezekia
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- Send notifications on Slack when new projects are created in Ezekia
- Generate persons in Ezekia from new emails in Microsoft Office 365
- Create persons in Ezekia when new rows are added in Excel
- Generate Google Sheets rows from new persons added to Ezekia
- Update Ezekia companies with new or updated ActiveCampaign contacts
- Update Ezekia companies with new Close opportunities
- Update Ezekia companies when new Clio contacts are created
- Create and update Ezekia companies from new Microsoft Dynamics 365 CRM leads
- Update emails in Microsoft Outlook when companies get updated in Ezekia
- Send Slack direct messages when candidate statuses are deleted in Ezekia
- Update Mailchimp subscribers whenever a person is updated in Ezekia
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- Create persons in Ezekia from new emails in Outlook
- Add new Microsoft Office 365 contacts to Ezekia
- Generate persons in Ezekia when new rows are added to Google Sheets
- Create new monday.com items when Ezekia projects are created
- Update Ezekia companies when new Pipedrive activities occur
- Update Ezekia companies when new GetResponse contacts are created
- Update companies in Ezekia when new activities happen in Clio
- Create new Teamleader Focus contacts and update corresponding Ezekia companies
- Send direct messages in Slack when new notes get added in Ezekia
- Tag new Ezekia persons when unsubscriptions occur in Mailchimp
- Create new people in Ezekia when new contacts are added in Apollo