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OCCS Integrations

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Marketing Automation

Put OCCS to work with AI and enterprise-grade automation

Automate smarter with OCCS and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Marketing Automation

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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.

  • OCCS triggers, actions, and search
    New Booking

    Triggers when new booking in OCCS.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Kind
    • Status
    • Due at
    • Notes
    • Contact email
    • Contact phone
    • Contact ID
    • Owner email
    Action
    Write
  • OCCS triggers, actions, and search
    Contact Became Hot

    Triggers when contact became hot in OCCS.

    Trigger
    Instant
    Try It
    • Email
    • Phone
    • First name
    • Last name
    • Source
    • List
    • Sequence ID
    Action
    Write
    • Email
    • Phone
    • First name
    • Last name
    • Pipeline stage
    • Owner email
    Action
    Write

For builders

Let your AI safely access OCCS

Go beyond Zap workflows. Install Zapier in your AI to call OCCS actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in OCCS from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create or Update Lead
  • Create Task or Log Call

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose OCCS actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a OCCS connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "occs", owner: "me" });

await zapier.runAction({
  app: 'occs',
  action: 'create_lead',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

OCCS Help & Support

Common questions

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About OCCS
OCCS is a marketing and CRM platform for social publishing, email and SMS campaigns, and contact, opportunity, and task management.
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