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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call From Kate-Ai Receptionist" from Markate.

Add your action

An action happens after the trigger—such as "Create/Update a Contact" in SimpleTexting.

You’re connected!

Zapier seamlessly connects Markate and SimpleTexting, automating your workflow.

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 Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It

- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

- Account phone
- Contact phone
Trigger
Instant
Try It
- Account phone
- Contact phone
Trigger
Instant
Try It
- List name
- Phone number
  Required
- First name
- Last name
- Email
- Notes
- Birthday
Action
Write
- Title
  Required
- List names
- Segment names
- Account phone
- Message mode
- Text body
  Required
- Unsubscribe text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Account phone
- Contact phone
Trigger
Instant
Try It
- Account phone
- Contact phone
Trigger
Instant
Try It
- Contact phone
Trigger
Instant
Try It
- Phone number
  Required
Action
Write
- Account phone
- Contact phone
  Required
- Message mode
- Text body
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Markate and SimpleTexting 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.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Markate to SimpleTexting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

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Related categories

CRM (Customer Relationship Management)

About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

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