Create integrations between JeffreyAI and JeffreyAI to automate any workflow
WHEN THIS HAPPENS
Get OpportunityAUTOMATICALLY DO THIS
Edit ContactEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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 Contacts
Triggers when a new contact is added to JeffreyAI.
Try ItGet Opportunity
Triggers when a new opportunity is added to JeffreyAI.
Try ItDecision Authority
Consented to being Contacted
Contact TypeRequired
First Name
Last Name
Email Address
Created Date
Job Title
Status
Assigned Sales PersonRequired
CountryRequired
State
City
Street Name
House Number
Postcode
Best Contact Time Start
Best Contact Time To
Phone no.
Mobile no.
Group
Organisation
LinkedIn
Facebook
Instagram
Contact IDRequired
Decision Authority
Consented to being Contacted
Contact TypeRequired
First NameRequired
Last NameRequired
Email Address
Created Date
Job Title
Status
Assigned Sales Person ID
Country
State
City
Street Name
House Number
Postcode
Best Contact Time From
Best Contact Time To
Phone no.
Mobile no.
Organisation
Linkedin
Facebook
Instagram
Get Organisations
Triggers when a new organisation is added to JeffreyAI.
Try ItDecision Authority
Consented to being Contacted
Contact TypeRequired
First NameRequired
Last NameRequired
Email Address
Created Date
Job Title
Status
Assigned Sales Person ID
Country
State
City
Street Name
House Number
Postcode
Best Contact Time From
Best Contact Time To
Phone no.
Mobile no.
Organisation
Linkedin
Facebook
Instagram
NameRequired
StageRequired
Assigned Sales Person
Created Date
Closed Date
Originated From
Organisations
Contacts
Product ID
Product Quantity
Amount
Currency
OpportunityIDRequired
Name
Stage
Assigned Sales Person
Created Date
Closed Date
Originated From
Organisations
Contacts
ProductID
Product Quantity
Amount
Currency