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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Asset" from Reftab.

Add your action

An action happens after the trigger—such as "New Customer" in Gleantap.

You’re connected!

Zapier seamlessly connects Reftab and Gleantap, automating your workflow.

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.

New Asset
Triggers when a new asset is created.
Trigger
Polling
Try It
New Reservation
Triggers when a new reservation is created.
Trigger
Polling
Try It
- Loanee Name
  Required
- Loanee Title
- Loanee Email
- Loanee Employee ID
Action
Write
New Event
Adds an event to a contact record
Action
Write

New Loan
Triggers when a new loan is created.
Trigger
Polling
Try It
- Asset Name
  Required
- Asset ID
- Notes
Action
Write
- Unique ID
- First Name
- Last Name
- Full Name (Optional)
- Email
- Phone
- Gender
- Date of Birth
- Created Date (Blank for Today)
- City
- State
- Photo
- Location
- Status
- Type
- Cancel Date (if cancelled)
- Membership ID
- Membership Name
- Membership Start Date
- Membership End Date
- Membership Status
- Membership Type
- Membership Session Remaining
Action
Write
- Find by Unique ID
- Find by Email
- Find by Phone
- First Name
- Last Name
- Email
- Phone
- Gender
- Date of Birth
- City
- State
- Photo
- Location
- Status
- Type
- Cancel Date (if cancelled)
- Membership ID
- Membership Name
- Membership Start Date
- Membership End Date
- Membership Status
- Membership Type
- Membership Session Remaining
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Reftab and Gleantap to integrate crucial parts of your business

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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Reftab to Gleantap integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Reftab

Reftab is a fixed asset management service to help track items.

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Related categories

Product Management

About Gleantap

Gleantap is a customer data & engagement platform for consumer businesses. It enables you to automate conversation with customers using AI.