Ezekia + HubSpot
Create new Ezekia companies from new HubSpot companies
Establish seamless interactions between HubSpot and Ezekia with this efficient workflow. Whenever a new company is recorded in HubSpot, this automation will create a firm record in Ezekia simultaneously. This workflow addresses the problem of double data entry and ensures real-time information updates across both platforms. A great time-saver for businesses looking to manage records proficiently.
Establish seamless interactions between HubSpot and Ezekia with this efficient workflow. Whenever a new company is recorded in HubSpot, this automation will create a firm record in Ezekia simultaneously. This workflow addresses the problem of double data entry and ensures real-time information updates across both platforms. A great time-saver for businesses looking to manage records proficiently.
- When this happens...
New CompanyTriggers when new company is available.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CompanyCreates a new company
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
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 foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
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
Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Billing Contact Added
Triggers when a billing contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapPollingZapier 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.Education Added to Person
Triggers when a new qualification/education is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Locked
Triggers when a fixed fee is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Updated
Triggers when a fixed fee is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Locked
Triggers when an invoice is locked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Converted to Opportunity
Triggers when a list is converted to an opportunity
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 ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Document Uploaded
Triggers when an person document or resume is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPerson Position Updated
Triggers when a position belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person 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 ZapInstantThis event starts a Zap instantly.Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Deleted
Triggers when a revenue is deleted.
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.Revenue Updated
Triggers when a revenue is updated.
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.PersonRequired
Base Salary Amount
Base Salary Currency
Interim Rate Amount
Interim Rate Currency
NED Rate Amount
NED Rate Currency
Bonus Percentage
Notice Period
Probono
Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Position TypeRequired
Careers
industries
Locations
Status
NED Classification
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.CompanyRequired
Website URLRequired
TitleRequired
TypeRequired
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.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.PersonRequired
Link IDRequired
Website URLRequired
TitleRequired
TypeRequired
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.Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Owner ID
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.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.TitleRequired
AssigneesRequired
Due DateRequired
TimezoneRequired
PrivateRequired
TagRequired
ID
Label
Recursion Type
Recursion Frequency
Recursion Days
Note
Priority
Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Phone IDRequired
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
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
SubjectRequired
Note
Start Date/TimeRequired
End Date/TimeRequired
TimezoneRequired
Location
Agenda
TagRequired
PrivateRequired
SensitivityRequired
All DayRequired
Details
Include DetailsRequired
Include NameRequired
ID
Label
ID
Type
Full Name
Email
Microsoft Graph Integration ID
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
Owner ID
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.Person IDRequired
Owner ID
Resume/CV fileRequired
Add filename and extension eg "example.png"Required
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
DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn URLRequired
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 appProject IdRequired
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
TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssignment Converted to List
Triggers when an assignment is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assignment Document Uploaded
Triggers when an assignment document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Billing Contact Deleted
Triggers when a billing contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 Document Uploaded
Triggers when a company document is uploaded
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 ZapPollingZapier checks for new data every 15 min on the Free planCompany Updated
Triggers when a company is updated on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
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 ZapPollingZapier checks for new data every 15 min on the Free planInvoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Unlocked
Triggers when an invoice is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Converted to Assignment
Triggers when a list is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Document Uploaded
Triggers when a list document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fixed Fee Created
Triggers when a new fixed fee is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapInstantThis event starts a Zap instantly.New Revenue Created
Triggers when a new revenue is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity 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.Opportunity Converted to List
Triggers when an opportunity is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
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 ZapPollingZapier checks for new data every 15 min on the Free planPerson Position Deleted
Triggers when a position belonging to a person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Position Added to Person
Triggers when a new position is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Locked
Triggers when a revenue is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Unlocked
Triggers when a revenue is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ContactRequired
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
ValueRequired
LabelTypeRequired
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.PersonRequired
Website URLRequired
TitleRequired
TypeRequired
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.PersonRequired
Phone NumberRequired
LabelRequired
Is Default?
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.CompanyRequired
Link IDRequired
Website URLRequired
TitleRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Phone IDRequired
Phone NumberRequired
LabelRequired
Is Default?
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.SubjectRequired
Note
Start Date/TimeRequired
End Date/TimeRequired
TimezoneRequired
Location
Agenda
TagRequired
PrivateRequired
SensitivityRequired
All DayRequired
Details
Include DetailsRequired
Include NameRequired
ID
Label
ID
Type
Full Name
Email
Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner ID
Project ID
Project Type
Resume/CV fileRequired
Add filename and extension eg "example.png"Required
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
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Link IDRequired
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.Project IDRequired
Contact IDRequired
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
PinnedRequired
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.IDRequired
LabelRequired
Project NameRequired
Project ID
Owner
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.IDRequired
TitleRequired
AssigneesRequired
Due DateRequired
TimezoneRequired
PrivateRequired
TagRequired
ID
Label
Recursion Type
Recursion Frequency
Recursion Days
Note
PriorityRequired
DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project, company or person IDRequired
TypeRequired
FileRequired
Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
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
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
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
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 app
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