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How Zapier works
Zapier makes it easy to integrate JobTread with LeadSimple - no code necessary. See how you can get setup in minutes.
Select a trigger from JobTread
Setup an action from LeadSimple
That’s it! You just connected JobTread to LeadSimple
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Connect JobTread and LeadSimple 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.
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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.
- OrganizationRequired
- Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Add Vendor Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Id
- NameRequired
- This customer is taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Location IdRequired
- Address
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Id
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Location NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Vendor Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead Changes Pipeline
Triggers when a lead changes pipelines.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Changes Tags
Triggers when a lead's tags change.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Opens Email
Triggers when a lead opens email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Inbound Conversation Created
Triggers when an inbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Process Changes Stage
Triggers when a process changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Process Created
Triggers when a new process is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Description
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Description
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone
- Office Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- LeadRequired
- NameRequired
- Comments
- Tags
- StageRequired
- User
- Num Units
- Contact IDs
- Property
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PropertyRequired
- Property Type
- Street Address
- City
- State
- Zip Code
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app