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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- Contact Updated
Triggers when a contact is created or updated in HelmIQ.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created in HelmIQ.
Try ItTriggerPolling - Contact ID
- Contact Email
- ContentRequired
- Deal ID
- Meeting Title
- Meeting Date
- External Dedup Key
- Transcript
ActionWrite- EmailRequired
- First Name
- Last Name
- Title
- Phone
- Company Name
- LinkedIn URL
ActionWrite
- Deal Updated
Triggers when a deal is created or updated in HelmIQ.
Try ItTriggerPolling - New Reminder
Triggers when a new reminder (task) is created in HelmIQ.
Try ItTriggerPolling - NameRequired
- Domain
- Website
ActionWrite- NameRequired
- Stage
- Deal Type
- Value
- EBITDA
- Company ID
- External Source
- External ID
- Description
ActionWrite
For builders
Let your AI safely access HelmIQ
Go beyond Zap workflows. Install Zapier in your AI to call HelmIQ actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in HelmIQ from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose HelmIQ actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a HelmIQ connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "helmiq", owner: "me" });
await zapier.runAction({
app: 'helmiq',
action: 'add_note',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
HelmIQ Help & Support
Common questions
Related categories