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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from Indy.

Add your action

An action happens after the trigger—such as "Add Member to Folder" in EARLY.

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Zapier seamlessly connects Indy and EARLY, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

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Connect Indy and EARLY 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

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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Activity Deleted
Triggers when an activity is deleted.
Trigger
Instant
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Folder Created
Triggers when a folder is created.
Trigger
Instant
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Folder Updated
Triggers when a folder is updated.
Trigger
Instant
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Time Entry Created
Triggers when a time entry is created.
Trigger
Instant
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Time Entry Updated
Triggers when a time entry is updated.
Trigger
Instant
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Tracking Updated
Triggers when a tracking is updated.
Trigger
Instant
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- Email
  Required
- Access Level
  Required
- Folder ID
  Required
Action
Write
- Folder Name
  Required
- Workspace Folder
Action
Write
- Activity
  Required
- Time of start
  Required
- Time of end
  Required
- Note
Action
Write
- Time of end
  Required
Action
Write

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
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Task Marked Done
Triggers when a task is marked done.
Trigger
Instant
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Activity Created
Triggers when an activity is created.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated.
Trigger
Instant
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Folder Deleted
Triggers when a folder is deleted.
Trigger
Instant
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Tracking Started
Triggers when a new tracking is started.
Trigger
Instant
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Time Entry Deleted
Triggers when a time entry is deleted.
Trigger
Instant
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Tracking Canceled
Triggers when a tracking is canceled.
Trigger
Instant
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Tracking Stopped
Triggers when a tracking is stopped.
Trigger
Instant
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- Activity Name
  Required
- Activity Color
  Required
- Folder ID
  Required
Action
Write
- Tag
  Required
- Folder ID
  Required
Action
Write
- Activity
  Required
Action
Write

About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About EARLY

EARLY is a Time Tracking App: Effortless, Smart, and Secure.

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