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.
- No-code AI automation
- Full audit trails and controls
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- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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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
Triggers when new booking in OCCS.
Try ItTriggerInstant - New Contact
Triggers when new contact in OCCS.
Try ItTriggerInstant - Post Published
Triggers when post published in OCCS.
Try ItTriggerInstant - SubjectRequired
- Kind
- Status
- Due at
- Notes
- Contact email
- Contact phone
- Contact ID
- Owner email
ActionWrite
- Contact Became Hot
Triggers when contact became hot in OCCS.
Try ItTriggerInstant - Opportunity Won
Triggers when opportunity won in OCCS.
Try ItTriggerInstant - Email
- Phone
- First name
- Last name
- Source
- List
- Sequence ID
ActionWrite- Email
- Phone
- First name
- Last name
- Pipeline stage
- Owner email
ActionWrite
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.
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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
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}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.



