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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.
- Client Created
Triggers when a new client/contact record created.
Try ItTriggerInstant - Inquiry Created
Triggers when a new lead form submitted.
Try ItTriggerInstant - Project Booked
Triggers when a flow is sent.
Try ItTriggerInstant - Client IDRequired
- TitleRequired
- StatusRequired
- Created AtRequired
ActionWrite
- Event Created
Triggers when a new event created under a client.
Try ItTriggerInstant - Payment Received
Triggers when a payment marked as completed.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Notes
ActionWrite- Client IDRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Notes
ActionWrite



