Create integrations between Ideality and Email by Zapier to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- Fetch Clients
Triggers when there is a new client in our system.
Try It - Fetch Leads Status
Triggers when there is a new lead status in our system.
Try It - Fetch States
Triggers when there is a state in our system.
Try It - Agent IdRequired
- ClientRequired
- Client NoteRequired
- is Important
- EnvironmentRequired
- Fetch Leads
Triggers when there is a new lead in our system.
Try It - Fetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Try It - Agent IdRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone NumberRequired
- Business NameRequired
- Payment GatewayRequired
- Business Address Line 1Required
- Business Address Line 2
- Business CityRequired
- Business StateRequired
- Business Postal CodeRequired
- Billing Address Line 1Required
- Billing Address Line 2
- Billing CityRequired
- Billing StateRequired
- Billing Postal CodeRequired
- Payment Overdue Grace Period In DaysRequired
- Minimum Contracts In MonthRequired
- Website
- Additional Phone
- Admin Note
- Account Manager's Name
- Account Manager's Name
- EnvironmentRequired
- Agent IdRequired
- First NameRequired
- Last NameRequired
- Business NameRequired
- Phone NumberRequired
- EmailRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Postal CodeRequired
- EnvironmentRequired
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