Create integrations between Ideality and Ideality to automate any workflow
WHEN THIS HAPPENS
Fetch ClientsAUTOMATICALLY DO THIS
Add Client NoteEndless possibilities
How Zapier works
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.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
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
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.
Fetch Clients
Triggers when there is a new client in our system.
Try ItFetch Leads Status
Triggers when there is a new lead status in our system.
Try ItFetch States
Triggers when there is a state in our system.
Try ItAgent IdRequired
ClientRequired
Client NoteRequired
is Important
EnvironmentRequired
Fetch Leads
Triggers when there is a new lead in our system.
Try ItFetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Try ItAgent 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