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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.
- Client Archived
Triggers when a client is archived.
Try ItTriggerInstant - New Task
Triggers when a new task is created.
Try ItTriggerInstant - ClientRequired
ActionWrite- Client NameRequired
ActionWrite
- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Task Completed
Triggers when a task is marked as complete.
Try ItTriggerInstant - TaskRequired
ActionWrite- Type of correspondence
- Topic/Subject
- When did this occur?
- Mark as resolved
- Content
- Participants
- Client
ActionWrite
Lifted Work Help & Support
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