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Platsage
Platsage
1. Choose trigger event
Billage
Billage
2. Choose action
1. Select the event
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Platsage
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Platsage.
Add your action
An action happens after the trigger—such as "Create Account" in Billage.
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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 Client
Triggers when a new client is created.
Try ItTriggerPolling - Client IdRequired
- Phone numberRequired
- Template NameRequired
ActionWrite- Phone NumberRequired
ActionSearch- AliasRequired
- Business NameRequired
- Email
- Vat
- Phone
- Address
- City
- Zip_code
- Province
- Country
- Notes
- Account TypeRequired
ActionWrite
- Client NameRequired
- Platform numberRequired
- Client NumberRequired
ActionWrite- ChatRequired
- CRM Status
ActionWrite- Phone NumberRequired
- Client NameRequired
- Platform numberRequired
- Client NumberRequired
ActionSearch or write- ReasonRequired
- Description
- Date
- Activity TypeRequired
- AccountRequired
- Lead
- Assigned user
- Completed
ActionWrite
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