OffAlerts + ClientSuccess Integrations

How to connect OffAlerts + ClientSuccess

Zapier lets you send info between OffAlerts and ClientSuccess automatically—no code required.

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New Monitor Event
Triggers when a new monitor event triggers.
Trigger
Scheduled
New Client
Triggers when a new client is added.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New User
Triggers when a new user/employee is added to your organization.
Trigger
Scheduled
New Pulse
Triggers when a new pulse is added to a client.
Trigger
Scheduled

New Subscription
Triggers when a new subscription is added to a client.
Trigger
Scheduled
New To-Do
Triggers when a new to-do is added to a client.
Trigger
Scheduled

ClientSuccess
Creates a new contact within a client.
Scheduled
Action
ClientSuccess
Creates a new engagement interaction on a client.
Scheduled
Action
ClientSuccess
Creates a new pulse on a client.
Scheduled
Action
ClientSuccess
Creates a new subscription.
Scheduled
Action
ClientSuccess
Creates a new to-do within a client.
Scheduled
Action
ClientSuccess
Finds an existing client in your account by external ID.
Scheduled
Action
ClientSuccess
Finds an existing contact in your account.
Scheduled
Action
ClientSuccess
Find a client by the external ID. Optionally, create one if none are found.
Scheduled
Action
ClientSuccess
Find a contact by email. Optionally, create one if none are found.
Scheduled
Action

Step 1: Authenticate OffAlerts + ClientSuccess.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.