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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 "List Team Members" from MPU-Manager.

Add your action

An action happens after the trigger—such as "Create Contact" in SalesSuite.

You’re connected!

Zapier seamlessly connects MPU-Manager and SalesSuite, 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.

List Team Members
Triggers when you select a team tember for client create
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- MPU Reason
- Street
- House Number
- Postal Code
- City
- Notes
- Assigned Counselor
- Activate Portal
- Send Welcome Email
- Client Since
  Required
- Preperation Package
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- MPU Reason
- Street
- House Number
- Postal Code
- City
- Notes
- Assigned Counselor
- Activate Portal
- Send Welcome Email
- Client Since
  Required
- Preperation Package
Action
Search or write
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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- Deal Id
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
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Create Contact
Creates a new contact in the system.
Action
Write
- ContactId
- DealId
- Note
Action
Write
- Append values for multiselect fields instead of replacing them?
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- Search
  Required
Action
Search

New Client
Triggers when a new client is created
Trigger
Polling
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- E-Mail
  Required
Action
Search
- Action Kind
Trigger
Instant
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Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Call Activity
Triggers when a new Activity is created.
Trigger
Instant
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- Kontakt-ID
- Deal-ID
- Ansprechpartner-ID
Trigger
Instant
Try It
- Deal Name
  Required
Action
Write
Create or Update Contact
Creates a new contact or updates an existing contact in the system.
Action
Write
- Deal Id
  Required
- Deal Name
- Append values for multiselect fields instead of replacing them?
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Email
  Required
Action
Search or 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 MPU-Manager and SalesSuite 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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Provide world-class support with a little help from automation

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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.

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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

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Learn about AI automation

About MPU-Manager

MPU-Manager is a web-based platform for managing clients, appointments, and documents in professional MPU preparation workflows.

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Related categories

Contact Management

About SalesSuite

SalesSuite is a CRM aligned with the setter-closer principle. Simplify your sales process with our smart CRM system and increase your revenue in no time.