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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

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Booking" from NinjaPipe.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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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.

New Booking
When a booking is created from a booking page.
Trigger
Instant
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Budget Exceeded
When expenses exceed the budget.
Trigger
Instant
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Budget Income Created
When income is added to a budget.
Trigger
Instant
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Company Added to List
When a company is added to a list.
Trigger
Instant
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Contact Assigned
When a contact is assigned to a team member.
Trigger
Instant
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Contact Deleted
When a contact is deleted (API).
Trigger
Instant
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Lead Qualified
When a contact becomes qualified.
Trigger
Instant
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Contact Updated
When contact details change.
Trigger
Instant
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New Deal
When a new deal is created.
Trigger
Instant
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Deal Updated
When deal details change.
Trigger
Instant
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Form Submitted
When a form receives a submission.
Trigger
Instant
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Invoice Created
When an invoice is created.
Trigger
Instant
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Invoice Paid
When an invoice is paid (partial or full).
Trigger
Instant
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New Order
When a new order is created.
Trigger
Instant
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Pipeline Item Created
When a new pipeline item is added.
Trigger
Instant
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Pipeline Item Updated
When a pipeline item is updated.
Trigger
Instant
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Pipeline Stage Changed
When a pipeline item moves stage.
Trigger
Instant
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Document Signed
When a recipient signs (partial).
Trigger
Instant
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Subtask Completed
When a subtask is completed.
Trigger
Instant
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Subtask Unchecked
When a subtask is unchecked.
Trigger
Instant
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Task Completed
When a task is completed.
Trigger
Instant
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Task Unchecked
When a task is unchecked.
Trigger
Instant
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User Joined Workspace
When a user accepts a workspace invite.
Trigger
Instant
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- Company name
  Required
- Industry
- Website
- Phone
- Email
- Status
- Owner ID (account UUID)
Action
Write
- Deal name
  Required
- Value
- Status
- Owner ID (account UUID)
- Contact ID
- Company ID
Action
Write
- Project ID
  Required
- Title
  Required
- Description
- Status
- Priority
- Due date (YYYY-MM-DD)
- Estimated hours
- Actual hours
- Tags (comma-separated)
- Parent task ID
Action
Write
- Company ID
  Required
- Company name
- Industry
- Website
- Phone
- Email
- Status
- Owner ID
Action
Write
- Deal ID
  Required
- Deal name
- Value
- Status
- Owner ID
- Contact ID
- Company ID
Action
Write
- Project ID
  Required
- Task ID
  Required
- Title
- Description
- Status
- Priority
- Due date (YYYY-MM-DD)
- Estimated hours
- Actual hours
- Tags (comma-separated)
- Parent task ID
- Order index
Action
Write
- Contact ID
- Email
- Search
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Budget Created
When a new budget is created.
Trigger
Instant
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Budget Expense Created
When a new expense is added to a budget.
Trigger
Instant
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New Company
When a new company is created.
Trigger
Instant
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Company Updated
When company details change.
Trigger
Instant
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New Contact
When a new contact is created.
Trigger
Instant
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Lead Converted
When a contact becomes a customer.
Trigger
Instant
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Contact Added to List
When a contact is added to a list.
Trigger
Instant
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Databin Received
When a new payload hits a databin webhook.
Trigger
Instant
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Deal Stage Changed
When a deal moves to a different stage.
Trigger
Instant
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Deal Won
When a deal is won.
Trigger
Instant
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Any Event (Advanced)
Receives all NinjaPipe webhook events for this workspace. Add a Filter step to match
Trigger
Instant
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Invoice Overdue
When an invoice is overdue.
Trigger
Instant
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Invoice Sent
When an invoice is sent.
Trigger
Instant
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Order Updated
When order details change.
Trigger
Instant
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Pipeline Item Lost
When a pipeline item is lost.
Trigger
Instant
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Pipeline Item Won
When a pipeline item is won.
Trigger
Instant
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Document Signing Completed
When a DocSign envelope is fully completed.
Trigger
Instant
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Document Viewed
When a recipient opens the signing page.
Trigger
Instant
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New Subtask
When a subtask is created.
Trigger
Instant
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Subtask Updated
When a subtask is updated.
Trigger
Instant
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New Task
When a task is created.
Trigger
Instant
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Task Updated
When a task is updated.
Trigger
Instant
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- List ID
  Required
- Contact ID
- Company ID
Action
Write
- First name
  Required
- Last name
- Email
  Required
- Phone
- Organization
- Address
- State
- Zip
- Country
- Timezone
- Currency
- Industry
- Company Size
- Position
- Instagram Username
- Facebook Username
- Twitter Handle
- Phone Code
Action
Write
- Pipeline ID
  Required
- Stage ID
  Required
- Title
  Required
- Item type
- Priority
- Subtitle
- Description
- Reference ID (UUID)
- Value
- Assigned to (account UUID or email)
- Due date (YYYY-MM-DD)
- Tags (comma-separated)
- Company label
- Phone
- Email
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- First name
- Last name
- Email
- Phone
- Status
- Owner ID (account UUID)
- Company ID
Action
Write
- Pipeline ID
  Required
- Pipeline item ID
  Required
- Title
- Subtitle
- Description
- Stage ID
- Item type
- Reference ID
- Priority
- Value
- Assigned to
- Due date (YYYY-MM-DD)
- Tags (comma-separated)
- Company label
- Phone
- Email
Action
Write
- Company ID
- Search
Action
Search
- Deal ID
- Search
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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About NinjaPipe

NinjaPipe is a CRM for businesses to manage their contacts, data and team.

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Sales & CRM

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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