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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.
- List Team Members
Triggers when you select a team tember for client create
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- MPU Reason
- Street
- House Number
- Postal Code
- City
- Notes
- Assigned Counselor
- Activate Portal
- Send Welcome Email
- Client SinceRequired
- Preperation Package
ActionWrite- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- MPU Reason
- Street
- House Number
- Postal Code
- City
- Notes
- Assigned Counselor
- Activate Portal
- Send Welcome Email
- Client SinceRequired
- Preperation Package
ActionSearch or write
- New Client
Triggers when a new client is created
Try ItTriggerPolling - E-MailRequired
ActionSearch
MPU-Manager Help & Support
Common questions
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