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How Zapier works

Zapier makes it easy to integrate Motion.io with WooSender - no code necessary. See how you can get setup in minutes.

Select a trigger from Motion.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Motion.io, a trigger could be "Client Chat Message."

A trigger is the event that kicks off your automated workflow.

Setup an action from WooSender

An action is what takes place after the automation is triggered. For example, with WooSender, the action could be "Add/Move Opportunity to Pipeline/Stage."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Motion.io to WooSender

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

Learn about AI automation

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Connect Motion.io and WooSender 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

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 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
Try It
Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
Try It
Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
Try It
- 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
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It

New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
Trigger
Instant
Try It
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
  Required
- Stage
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
Try It
- 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
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
  Required
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
  Required
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

About Motion.io

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

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Related categories

Project Management

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

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Related categories

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