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CRM in Cloud
CRM in Cloud
HEU
HEU
1. Select the event
App
CRM in Cloud
Choose a trigger A trigger is the event that starts your Zap—like a "New or Updated Activity" from CRM in Cloud.
Add your action An action happens after the trigger—such as "Create New Document From Template" in HEU.
You’re connected! Zapier seamlessly connects CRM in Cloud and HEU, 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.
Triggers Actions Triggers & Actions
New or Updated Activity Triggers when a given action is performed on Activity.
Try It New or Updated Catalog Triggers when a given action is performed on Catalog.
Try It New or Updated Contact Triggers when a given action is performed on Contact.
Try It New or Updated Opportunity Triggers when a given action is performed on Opportunity.
Try It Create or Update Activity Creates a new Activity, or update an exising one specifying its ID field value.
The unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Auto Change Ticket Status On First Activity
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner Id
Owner Id Friendly Name
Owner Id User Account
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
Create or Update Company Creates a new Company, or update an exising one specifying its ID field value.
Company Unique Id
Company name
Natural person
Surname
Name
Address
Anagraphic Company Type Id
Anagraphic Company Type Id Description
Anagraphic Industry Id
Anagraphic Industry Id Description
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner Id
Owner Id Friendly Name
Owner Id User Account
Payment condition
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
Source Description
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
Create or Update Lead Creates a new Lead, or update an exising one specifying its ID field value.
The Unique id
Name
Surname
Company
Address
Anagraphic Industry Id Description
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Conversion Date
Country
Currency
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase expiration date
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Priority
Priority Description
Product Interest
Product Interest Description
Rating
Rating Description
Region
Related company
Related contact
Source
Source Description
State/Province
Status
Status Description
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
Create or Update Quote Creates a new Quote, or update an exising one specifying its ID field value.
The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Date of last stage change
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner Id
Owner Id Friendly Name
Owner Id User Account
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
Find Anagraphic Emails in List Search an email item Anagraphic given a set of criteria.
Anagraphic ID
Email type
Anagraphic email
Anagraphic name
Find Company Search a Company given a set of criteria.
Find Lead Search a Lead given a set of criteria.
Find Quote Search a Quote given a set of criteria.
Find or Create Catalog Search a Catalog given a set of criteria.
The unique id of the Catalog
Product code
Product name
Active product
Availability
Barcode
Category
Cost
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner Id
Owner Id Friendly Name
Owner Id User Account
Print long description in quotes
Quantity
Quantity per box
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the photo of the contact
The Volume of the product
Unit of measure
Unit price
Validity date
VAT
Find or Create Contact Search a Contact given a set of criteria.
Find or Create Opportunity Search a Opportunity given a set of criteria.
The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase
Phase expiration date
Probability (%)
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
New Document Triggers when a new document is added.
Try It Create New Document From Template Creates a document based on a template
Source Template IdRequired
List Anagraphics Emails in List Triggers when a change is detected into the email of Anagraphics contained into the given list ID.
Try It New or Updated Company Triggers when a given action is performed on Company.
Try It New or Updated Lead Triggers when a given action is performed on Lead.
Try It New or Updated Quote Triggers when a given action is performed on Quote.
Try It Create or Update Catalog Creates a new Catalog, or update an exising one specifying its ID field value.
The unique id of the Catalog
Product code
Product name
Active product
Availability
Barcode
Category
Cost
Customs code
Description
Editable price quote (Enum property)
Exclude List
External Reference
HTML Description
Maximum discount
Owner Id
Owner Id Friendly Name
Owner Id User Account
Print long description in quotes
Quantity
Quantity per box
Source place
Supplier
Supplier code
tags (CSV list with ";" separator)
the photo of the contact
The Volume of the product
Unit of measure
Unit price
Validity date
VAT
Create or Update Contact Creates a new Contact, or update an exising one specifying its ID field value.
Create or Update Opportunity Creates a new Opportunity, or update an exising one specifying its ID field value.
The unique id of the Opportunity
Name
Amount
Approval User Note
Category
Closing date
Code
Commercial agent (CSV list with ";" separator)
crossName
Customer
Description
External Reference
Goal
Has Default Data Loaded
If TRUE sets the linked activities campaign id to the current campaign id
If TRUE adds the current CrossId to a new list on the current campaign
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase
Phase expiration date
Probability (%)
Reason for closure
Status (Enum property)
tags (CSV list with ";" separator)
The type of anagraphic on the opportunity (Enum property)
Find Activity Search a Activity given a set of criteria.
Find Catalog Search a Catalog given a set of criteria.
Find Contact Search a Contact given a set of criteria.
Find Opportunity Search a Opportunity given a set of criteria.
Find or Create Activity Search a Activity given a set of criteria.
The unique id of the Activity
Subject
Company
Contact
Lead
Accompanied by
All day
Classification
Close Date
Commercial agent
Control Type
Description
Document Path
Done/To do/Cancelled (Enum property)
Elapsed time
End date
External Reference
Fixed Charge
Have Cost
If TRUE adds the current CrossId to a new list on the current campaign
If TRUE sets the linked opporunity's campaign id to the current campaign id
Incoming
Internal note
Is Auto Change Ticket Status On First Activity
Job Price
Km
Lock slots
Opportunity
Order
Order Date
Others
Owner Id
Owner Id Friendly Name
Owner Id User Account
Previous activity
Price Km
Priority (Enum property)
Protocol
Quote
Recall End Hour
Source (Enum property)
Start date
Status (Enum property)
Subject code
tags (CSV list with ";" separator)
Technical
To invoice
Travel Price
Trip
Type under activities
Types (Enum property)
Update Appointment
Various Price
Visible in Portal
Work
Find or Create Company Search a Company given a set of criteria.
Company Unique Id
Company name
Natural person
Surname
Name
Address
Anagraphic Company Type Id
Anagraphic Company Type Id Description
Anagraphic Industry Id
Anagraphic Industry Id Description
Area
Area
Bank
Carrier
Categories (CSV list with ";" separator)
City
Code
Code
Commercial agent (CSV list with ";" separator)
Company description
Country
Currency
Customer discount
Customer from
Default pricelist
Default pricelist
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Employees
External Reference
From Lead
IBAN
Indicate if Anagraphic is soft deleted
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Owner Id
Owner Id Friendly Name
Owner Id User Account
Payment condition
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Rating
Region
Revenue class
Score
Skip Create Sub Address
Source
Source Description
State/Province
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
The paymentCode for the company
the photo of the contact
Transport (Enum property)
VAT number
Website
Withholding tax
Zip code
Find or Create Lead Search a Lead given a set of criteria.
The Unique id
Name
Surname
Company
Address
Anagraphic Industry Id Description
Area
Area
Birthdate
Birthplace
Brought to attention by
Business roles (CSV list with ";" separator)
Campaign
Categories (CSV list with ";" separator)
City
Closing date
Code
Commercial agent (CSV list with ";" separator)
Conversion Date
Country
Currency
Customer from
Do not contact
Email Certified Others
Email Certified Primary
Email Group Others
Email Group Primary
Email Invoice Others
Email Invoice Primary
Email Mailing List Others
Email Mailing List Primary
Email Others
Email Primary
Email Ticket Others
Email Ticket Primary
Expected revenue
External Reference
Indicate if Anagraphic is soft deleted
Job title
Language
Last Activity
Last contact date
Mailing list consent
Next contact date
Notes
Owner Id
Owner Id Friendly Name
Owner Id User Account
Phase expiration date
Phone Assistant Others
Phone Assistant Primary
Phone Fax Others
Phone Fax Primary
Phone Mobile Phone 2 Others
Phone Mobile Phone 2 Primary
Phone Mobile Phone Others
Phone Mobile Phone Primary
Phone Others
Phone Phone 2 Others
Phone Phone 2 Primary
Phone Primary
Priority
Priority Description
Product Interest
Product Interest Description
Rating
Rating Description
Region
Related company
Related contact
Source
Source Description
State/Province
Status
Status Description
Sync Mobile
Sync Properties
tags (CSV list with ";" separator)
Tax code
the object lock reason
the photo of the contact
Title
VAT number
Website
Zip code
Find or Create Quote Search a Quote given a set of criteria.
The unique id of the Quote
Quote subject
Date
Quote number
Requested by
Amount (currency)
Approval User Note
Area manager
Billing address
Brought to attention by
Carrier
Collection charges (currency)
Collection charges (including VAT)
Commercial agent
Cross Name
Currency
Customer Changed
Customer reference
Date of last stage change
Delivery
Delivery date
Document Guid
Driver
Exchange rate
Exclude Approval Validation
Expedition VAT (type)
External Reference
Freight
if include pdf documents in the quote print
Invoice type (Enum property)
Is Copy
Language
Notes
only Company, Contact, or Lead (Enum property)
Opportunity
Our reference
Owner Id
Owner Id Friendly Name
Owner Id User Account
Package appearance
Payment
Payment amount (currency)
Payment amount (currency)
Payment method
Pricelist
Protocol number
Quote status (Enum property)
Referee person
Revision by:
Revision of quote number
Shipping address
Shipping charges (currency)
Shipping charges (including VAT)
Shipping TAX (value)
SplitPayment
Supporting bank
tags (CSV list with ";" separator)
Taxable amount
Taxable amount (currency)
the document name
The External PDF Document
the Partner
the reduction of the quote
the simble of the currency
the type of the quote
the type of the rows (all must be same) (Enum property)
Total
Total payment discount
Total payment discount
Unconditional discount
Use Progressive
Validity date
VAT amount
VAT amount (currency)
Vat Code for Document quotes
VAT collection costs (type)
VAT collection expenses (value)
New Template Triggers when a new template is added.
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Example actions on this page
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Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
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