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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.
- New Client
Triggers when a new client is added in the system.
Try ItTriggerPolling - Client basics
- Client TypeRequired
- Client ReferenceRequired
- Entity (ID)
- Status and classification
- Client Status
- Parent Client (ID)
- Parent Relationship
- Client Rep ID
- Tags
- Primary address
- Address Type
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- ZIP Code
- County
- Country
- Mailing Address
- Mailing Address Line 1
- Mailing Address Line 2
- Mailing City
- Mailing State
- Mailing ZIP
- Mailing County
- Time Zone
- Contact Details
- Email
- Home Phone
- Cell Phone
- Business Phone
- fax
- Preferred Phone
- Personal Identification
- First Name
- Middle Initial
- Last Name
- Salutation
- Title
- Date of Birth
- Driver's License State
- Has Passport
- Deceased
- Deceased Date
- Explanation / Notes
- Marital & Spouse Info
- Marital Status
- Marriage Date
- In Community Property State
- Spouse First Name
- Spouse Middle Initial
- Spouse Last Name
- Spouse Salutation
- Spouse Date of Birth
- Spouse Driver's License State
- Spouse Has Passport
- Spouse Deceased
- Spouse Deceased Date
- Spouse Address Line 1
- Spouse Address Line 2
- Spouse City
- Spouse State
- Spouse ZIP Code
- Spouse County
- Spouse Email
- Spouse Home Phone
- Spouse Cell Phone
- Spouse Work Phone
- Spouse Work Cell
- Spouse Fax
- Spouse Preferred Phone
- Business Info
- Business Name
- EIN (Employer Identification Number)
- DBA (Doing Business As)
- Contact Name
- Business Name with DBA
- Portal & Monitoring
- Client Portal Access
- IRS Monitoring Enabled
- Last Form Name
- Other fields
- Practitioner IDs
- Extra Fields
ActionWrite
- Client (ID)
Try ItTriggerPolling
