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Mercury Connect
CRM (Customer Relationship Management)
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Payment Processing
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CRM (Customer Relationship Management)
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Gravity Forms
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Mercury Connect
CRM (Customer Relationship Management)
PEX
Payment Processing
Dropbox
File Management & Storage
Salesforce
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Gravity Forms
Forms & Surveys, WordPress
Join millions worldwide who automate their work using Zapier
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.
- Application Created
Triggers when a new application is created.
Try ItTriggerInstant - Document Accepted
Triggers when a document is accepted.
Try ItTriggerInstant - Document Rejected
Triggers when a document is rejected.
Try ItTriggerInstant - ApplicationRequired
- DocumentRequired
- Collector Id
ActionWrite
- Application Status Updated
Triggers when an application status has been updated (not via B2B services).
Try ItTriggerInstant - Document Not Relevant
Triggers when a document is marked as not relevant.
Try ItTriggerInstant - Document Uploaded
Triggers when a new document is uploaded.
Try ItTriggerInstant - ApplicationRequired
- Uploader User Type
- Uploader
- Stakeholder: TypeRequired
- Stakeholder: EmailRequired
- Stakeholder: NameRequired
- Stakeholder: SurnameRequired
- Stakeholder: Mobile NumberRequired
- Stakeholder: Is Primary?Required
- Stakeholder: Is Notified?Required
- Stakeholder: Is a Company?Required
- Stakeholder: See Other Sta Docs?Required
- Stakeholder: Send Default Docs?Required
- Stakeholder: Company TAX Number
- Stakeholder: Company Name
- Select the Doc Set to Collect
- Stakeholder: Request Def Groups
- Stakeholder: Request Def Docs
ActionWrite
Related categories