Coevera Integrations

Name: Zapier
Availability: InStock

Put Coevera to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Google Tasks

Google, Task Management

PayPal

Payment Processing

LEAP (Legal)

CRM (Customer Relationship Management)

Google Docs

Documents, Google

Twilio

Phone & SMS

Xero

Accounting

Wufoo

Forms & Surveys

WhatsApp Business

Phone & SMS

Google Forms (Legacy)

Forms & Surveys, Google

Google Tasks

Google, Task Management

PayPal

Payment Processing

LEAP (Legal)

CRM (Customer Relationship Management)

Google Docs

Documents, Google

Twilio

Phone & SMS

Xero

Accounting

Google Tasks

Google, Task Management

PayPal

Payment Processing

LEAP (Legal)

CRM (Customer Relationship Management)

Google Docs

Documents, Google

Twilio

Phone & SMS

Xero

Accounting

Wufoo

Forms & Surveys

WhatsApp Business

Phone & SMS

Google Forms (Legacy)

Forms & Surveys, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create leads in Coevera for new subscribers in Mailchimp
Details
Try it
Mailchimp + Coevera
Add new Pipeliner accounts to QuickBooks Online as customers
Premium
Details
Try it
Coevera + QuickBooks Online

Create leads in Coevera for new subscribers in Mailchimp

Details

Try it

Mailchimp + Coevera

Add new Pipeliner accounts to QuickBooks Online as customers

Details

Try it

Coevera + QuickBooks Online

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.

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It

Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
  Required
Action
Write
- Id
  Required
Action
Write
- Custom entity type
  Required
- Id
  Required
Action
Write
- Id
  Required
- Pipeline ID
- Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Pipeline
  Required
- Step
  Required
Action
Search or write
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
  Required
Action
Write
- Custom entity type
  Required
Action
Write
- Pipeline
  Required
- Step
  Required
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Custom entity type
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write

For builders

Let your AI safely access Coevera

Go beyond Zap workflows. Install Zapier in your AI to call Coevera 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 Coevera 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 Account
Create Appointment

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Coevera 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 Coevera 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: "coevera", owner: "me" });

await zapier.runAction({
  app: 'coevera',
  action: 'createAccount',
  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.

Coevera Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Coevera

Coevera is a B2B sales CRM that combines visual pipeline management, Voyager AI, and workflow automation to transform how sales teams sell and grow revenue.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Coevera Integrations

Put Coevera to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Supported triggers and actions

Let your AI safely access Coevera

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Coevera Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Coevera Integrations

Popular Coevera Integrations

Coevera Integrations

Put Coevera to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Create leads in Coevera for new subscribers in Mailchimp

Add new Pipeliner accounts to QuickBooks Online as customers

Let your AI safely access Coevera

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Coevera Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Coevera Integrations

Popular Coevera Integrations

Connect Your App Accounts to Zapier