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Choose a trigger
A trigger is the event that starts your Zap—like a "Get Branches List" from Inflowcare.
Add your action
An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.
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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.
- Get Branches List
List of branches of current agency
Try ItTriggerPolling - Lead - Created
Triggers when a new lead is created.
Try ItTriggerPolling - New Lead (Old)
Triggers when a new lead is created.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant
- Get Active Users
Get Active List of Users
Try ItTriggerPolling - Lead - Status Changed
Triggers when a lead status is changed.
Try ItTriggerInstant - First name
- Last name
- Phone Number
- Email Address
- Patient First Name
- Patient Last Name
- Patient Phone Number
- Patient Email Address
- Notes
- Campaign Name
- Assign To
- Branch
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Field #5
- Interested In
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite
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