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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 "Process Completed" from Holmes.

Add your action

An action happens after the trigger—such as "Close Contact" in Zenvia Conversion.

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Zapier seamlessly connects Holmes and Zenvia Conversion, automating your workflow.

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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

Make work flow with AI

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

Learn about AI automation

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Connect Holmes and Zenvia Conversion 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with 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.

triggers, actions, or triggers and actions

- Processo
  Required
Trigger
Instant
Try It
- Processo
  Required
- Tarefa
  Required
Trigger
Instant
Try It
Successful Call
Triggers when a call to a prospect is successful.
Trigger
Instant
Try It
- The app to listen events from
  Required
Trigger
Instant
Try It
Prospect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Trigger
Instant
Try It
Sale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Trigger
Instant
Try It
New Note
Triggers when a Note is left on a prospect.
Trigger
Instant
Try It
WhatsApp Message Received
Triggers when the business receives a WhatsApp message.
Trigger
Instant
Try It
Close Contact
Closes a contact with the defined close reason. It is very important to configure the zapier integration in Sirena to act as a user.
Action
Write
- Prospect
  Required
Action
Write

- Processo
  Required
Trigger
Instant
Try It
Prospect Archived
Triggers when a prospect is archived.
Trigger
Instant
Try It
Unsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Trigger
Instant
Try It
- Fields
Trigger
Instant
Try It
Reminder Set
Triggers when a prospect reminder is set.
Trigger
Instant
Try It
Visit Logged
Triggers when a prospect visit is logged.
Trigger
Instant
Try It
Prospect Transferred
Triggers when a prospect is transferred to an agent or group.
Trigger
Instant
Try It
WhatsApp Message Sent
Triggers when the business sends a WhatsApp message.
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phones
- Emails
- Category
- Address
- SubLocality
- Locality
- Region
- Country
- ZipCode
- Source
- Campaign
- Medium
- Provider
- ListingUrl
- Comments
- Store
- ProviderLeadId
Action
Write

About Holmes

Processos e documentos em um único sistema. Mais fácil que BPM e mais poderoso que Kanban.

Related categories

About Zenvia Conversion

Zenvia Conversion helps you respond to WhatsApp, Instagram and Facebook Messenger through a centralized account and transform your sales processes in the messaging era.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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