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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.
- Dynamic Fields
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is created
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
ActionWrite
- Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItTriggerInstant - Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItTriggerInstant
Related categories