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Choose a Trigger
Choose an Action
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Select a trigger from Pixie
A trigger is an event that starts your Zap and runs the workflow. For example, with Pixie, a trigger could be "Job Assigned."
Setup an action from Zoho CRM
An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
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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.
- Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Try ItTriggerInstant - Job Started
Triggers when a job starts.
Try ItTriggerInstant - Contact Created/Updated
Triggers when a contact is created or updated.
Try ItTriggerInstant - ClientRequired
- TemplateRequired
ActionWrite
- Job Finished
Triggers when all tasks of a job are completed.
Try ItTriggerInstant - Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Try ItTriggerInstant - ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
ActionWrite- JobRequired
ActionWrite
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