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iClosed + Zite

iClosed + Zite

iClosed + Zite integrations

Create Zite records from new iClosed booked calls

When a call is booked in iClosed, this workflow creates a new record in Zite. This automation streamlines your data management by ensuring relevant call data is promptly captured in Zite for review or further action. Save time on manual record creation and focus more on optimizing your customer interactions.

When this happens...
Call BookedTriggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create RecordCreates a new record in a table.
ActionWrite

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More things you can do with iClosed and Zite

Discover other triggers and actions you can use with iClosed and Zite

- Custom Field ID
  Required
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
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- Outcome
  Required
Trigger
Instant
Try It
- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Base
  Required
- Table
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
Trigger
Instant
Try It
- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
- Field Name
  Required
- Field Type
  Required
- Field Settings (JSON)
Action
Write
- Base
  Required
- Table Name
  Required
- First Field Name
  Required
- First Field Type
  Required
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field
  Required
- New Field Name
- Field Settings (JSON)
Action
Write
- Base
  Required
- Table
  Required
- New Table Name
Action
Write
- Base
  Required
- Table
  Required
Action
Search

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- Base
  Required
- Table
Trigger
Instant
Try It
- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
Trigger
Instant
Try It
- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field
  Required
Action
Write
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field Name
  Required
Action
Search
- Base
  Required
- Table Name
  Required
Action
Search

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

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Related categories

Scheduling & Booking

About Zite

Zite is an AI-powered app builder for product-ready business software

Related categories