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How Zapier works
Zapier makes it easy to integrate IRIS CRM with Zapier Tables - no code necessary. See how you can get setup in minutes.
Select a trigger from IRIS CRM
Setup an action from Zapier Tables
That’s it! You just connected IRIS CRM to Zapier Tables
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Connect IRIS CRM and Zapier Tables 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.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
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.
- Info
- Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Previous StatusRequired
- New StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Previous Type(s)
- New Type(s)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Lead Email FieldRequired
- Email templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- GroupRequired
- Campaign
- Source
- Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Ticket ID
- Ticket typeRequired
- SubjectRequired
- Description
- StatusRequired
- Priority
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Table IDRequired
- FieldRequired
- Aggregate FunctionRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Table IDRequired
- Table NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Table IDRequired
- Record IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Table NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Table IDRequired
- Zap_id
- Zap_step_id
- Zap_path_run_id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Info
- Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead Restored
Triggers when a lead is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Assign User(s)Required
- Assign User's Manager(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Lead Phone FieldRequired
- SMS templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- New StatusRequired
- New Group