Connect Method CRM to IQM Reports and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
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.
- New Activity
Triggers when a new activity is added.
Try It - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try It - New Opportunity
Triggers when a new opportunity is added.
Try It - Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
- New Contact
Triggers when a new contact is added.
Try It - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try It - New Vendor
Triggers when a new vendor is added.
Try It - First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Related categories
Related categories