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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 "Client Chat Message" from Motion.io.

Add your action

An action happens after the trigger—such as "Geocode Address" in Route4Me.

You’re connected!

Zapier seamlessly connects Motion.io and Route4Me, automating your workflow.

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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

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Connect Motion.io and Route4Me 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

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.

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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.

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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.

An illustration representing how to move and manage data with Zapier.

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.

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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.

triggers, actions, or triggers and actions

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a portal.
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write
New Note Attachment
Triggers when there is a new note attachment.
Trigger
Polling
Try It
- Address
  Required
- Address Alias
- First Name
- Last Name
- E-Mail
- Phone
- Address Group
- Custom Fields
Action
Write
- Route Destination ID
  Required
- Route ID
  Required
Action
Search

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
Try It
Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
Try It
- Portal Name
- Or: Project Owner Email
- Client Email
- Client Name
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Portal Name
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write
- Activity Type
Trigger
Polling
Try It
- Address
  Required
Action
Write
- Address
  Required
- Address Alias
- First Name
- Last Name
- E-Mail
- Phone
- Schedule Date
- Service Time
- Weight
- Cost
- Revenue
- Cube
- Pieces
- Custom Fields
Action
Write

About Motion.io

Motion.io is a client onboarding platform that helps you get what you need from clients to keep your projects moving.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Route4Me

Route4Me optimizes where, when, and how your people, vehicles, assets, and routes should work.

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