Put Octanist to work with AI and enterprise-grade automation
Automate smarter with Octanist and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Snapchat Lead Generation
Ads & Conversion
TikTok Lead Generation
Ads & Conversion
Plug&Pay
eCommerce
Calendly
Scheduling & Booking
Typeform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
monday.com
Project Management
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Exact Online
Accounting
Snapchat Lead Generation
Ads & Conversion
TikTok Lead Generation
Ads & Conversion
Plug&Pay
eCommerce
Calendly
Scheduling & Booking
Typeform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Snapchat Lead Generation
Ads & Conversion
TikTok Lead Generation
Ads & Conversion
Plug&Pay
eCommerce
Calendly
Scheduling & Booking
Typeform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
monday.com
Project Management
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Exact Online
Accounting
Join millions worldwide who automate their work using Zapier
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 Won Lead
Triggers when a lead status changes to won.
Try ItTriggerPolling - Lead ID
- Email
- Phone
- Value
- StatusRequired
- Note
- Also Mark as Qualified if Won
ActionWrite
- Name
- Email
- Phone
- Custom
- Google Click ID (gclid)
- Google Display Click ID (dclid)
- Google WBRAID (wbraid)
- Google GBRAID (gbraid)
- Facebook Click ID (fbc)
- Facebook Browser ID (fbp)
- GA4 Client ID (ga4cid)
- GA4 Session ID (ga4sid)
- LinkedIn Fat ID (li_fat_id)
- Microsoft Click ID (msclkid)
- TikTok Click ID (ttclid)
- X Click ID (twclid)
- Reddit Click ID (rdt_cid)
- Snapchat Click ID (sccid)
- Pinterest Click ID (epik)
- UTM Source
- UTM Medium
- UTM Campaign
- Website
- Path
- Note
- Consent
ActionWrite
For builders
Let your AI safely access Octanist
Go beyond Zap workflows. Install Zapier in your AI to call Octanist actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Octanist 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
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Octanist 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 Octanist 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: "octanist", owner: "me" });
await zapier.runAction({
app: 'octanist',
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.
Octanist Help & Support
Common questions
Related categories