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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
Now it's time for action
And that's it! You've just created a Zap.
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
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.
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.
- Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a property on an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a new customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Changed
Triggers when a deal moves to a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a property on an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Added
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Refused
Triggers when a new lead is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Accepted
Triggers when a partner application is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Rejected
Triggers when a partner application is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Note Added
Triggers when a new note is added on a partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Created
Triggers when a new payout is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added to Program Level
Triggers when a partner as added to a new program level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Team Member Added
Triggers when a new team member is added to an existing partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Updated
Triggers when a new transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Customer
Creates a new customer.
- Source partner
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Accept Deal
Accepts a deal.
- Deal
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Associate Customer to Deal
Associates a customer to a deal.
- Deal
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Refuse Deal
Refuses a deal.
- Deal
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Accept Lead
Accepts a lead.
- Lead
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Convert Lead to Deal
Converts a lead to a deal.
- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Refuse Lead
Refuses a lead.
- Lead
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Note
Creates a new note.
- Create note onRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Reject a Partner Application
Reject a new partner application.
- Partner ApplicationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Partner
Creates a new partner.
- NameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Partner
Updates an existing partner.
- IDRequired
- NameRequired
- Status
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Payouts
Creates new payouts.
- Source partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Payout
Updates an existing payout.
- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Reward
Create a new reward.
- Source partner
- AmountRequired
- Currency
- Reward Type
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find a Certification
Finds an existing certification by name.
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Customer
Finds an existing customer.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Lead
Finds an existing lead.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Partner Team Member
Finds a partner team member.
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Payout
Finds an existing payout.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create a Contact
Finds an existing Contact or creates a new one.
- Field to Search ByRequired
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 - Find or Create a Deal
Finds an existing Deal or creates a new one.
- Field to Search ByRequired
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
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 - Find or Create a Partner
Finds an existing Partner or creates a new one.
- Field to Search ByRequired
- NameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Role
- Payout provider
- Language
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 - New Database Item
Triggers when a new item is created in a database.
- DatabaseRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Database Item
Creates an item in a database.
- DatabaseRequired
- ContentRequired
- Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Database Item
Updates a database item.
- DatabaseRequired
- ItemRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Database Item
Searches for an item in a database by property.
- DatabaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create Database Item
Searches for a Database Item matching the provided query, or creates one if it does not exist.
- DatabaseRequired
- ContentRequired
- Content Format
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
- Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Added
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Accepted
Triggers when a new deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Note Added
Triggers when a new note is added on a deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Refused
Triggers when a new deal is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Accepted
Triggers when a new lead is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Note Added
Triggers when a new note is added on a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Added
Triggers when a new partner application is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added
Triggers when a new partner is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Updated
Triggers when a new partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Status Changed
Triggers when a payout status has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reward Created
Triggers when a new reward is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Added
Triggers when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Channel Conflict
Create a new channel conflict.
- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Updates an existing contact.
- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Customer
Updates an existing customer.
- IDRequired
- Source partner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Partner to Existing Deal
Adds a partner with his role on an existing deal.
- Deal
- Source partner
- Role
- Source
- Use default rewards
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Deal
Creates a new deal.
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Updates an existing deal.
- IDRequired
- Stage
- Currency
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Convert Lead to Customer
Converts a lead to a customer.
- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Lead
Creates a new lead.
- Source partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Lead
Updates an existing lead.
- IDRequired
- Source partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Accept a Partner Application
Accept a new partner application.
- Partner ApplicationRequired
- Has access to Kiflo?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Give a Certification
Give a certification to a partner team member.
- CertificationRequired
- Partner Team MemberRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Start Partner Onboarding
Adds a partner in the first stage of an onboarding pipeline.
- Source partner
- Onboarding Pipeline IDRequired
- Onboarding stage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Accept Payout
Accepts a payout.
- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pay Payout
Pay a payout.
- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Validate Payout
Validates a payout.
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Transaction
Creates a new transaction.
- Currency
- Source partner
- CustomerRequired
- Deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find a Contact
Finds an existing contact.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Deal
Finds an existing deal.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Partner Application
Finds an existing partner application.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Partner
Finds an existing partner.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a Transaction
Finds an existing transaction.
- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find or Create a Customer
Finds an existing Customer or creates a new one.
- Field to Search ByRequired
- Source partner
- Source
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 - Find or Create a Lead
Finds an existing Lead or creates a new one.
- Field to Search ByRequired
- Source partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
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 - Find or Create a Transaction
Finds an existing Transaction or creates a new one.
- Field to Search ByRequired
- Currency
- Source partner
- CustomerRequired
- Deal
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 - Updated Database Item
Triggers when an item in a selected database is updated.
- DatabaseRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Page
Creates a Page inside a parent page
- Parent_page
- Title
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Retrieve Database
This action retrieves a database in Notion using the ID of the database.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Page (By Title)
Searches for a page by title.
- Title
- Exact_matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app