Plaud + RAYNET CRM
Create new RAYNET CRM meeting activities when transcripts & summaries are ready in Plaud
Every time a new transcript and summary are prepared in the Plaud app, this workflow instantly updates RAYNET CRM with new meeting activity. This seamless integration between Plaud and RAYNET CRM not only keeps your records up-to-date but can also help you track your discussions and action points more efficiently. No longer will you have to worry about manually updating your CRM after every meeting, allowing you to focus more on the important tasks at hand.
Every time a new transcript and summary are prepared in the Plaud app, this workflow instantly updates RAYNET CRM with new meeting activity. This seamless integration between Plaud and RAYNET CRM not only keeps your records up-to-date but can also help you track your discussions and action points more efficiently. No longer will you have to worry about manually updating your CRM after every meeting, allowing you to focus more on the important tasks at hand.
- When this happens...
Transcript & Summary ReadyTriggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
New Activity - MeetingCreating new Meeting.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Minimum Recording Length (mins)
Format for Transcript & Summary
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.idRequired
Name
Rating
Status
Relation
Individual person
Last name of individual
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
companyClassification1
companyClassification2
companyClassification3
Owner
Category
Contact source
Employees number
Legal form
Payment term
Turnover
Economy activity
ID no.
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
Entity IDRequired
Link
Link name
File
File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Participant IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Account ID
Contact ID
Participation category ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Address IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title before
Name
Last name
Title after
Security Level
Owner
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Business Case Phase
Security Level
Owner
Account
Contact
Project
Final Price
Estimated costs
Probability
Open from
Closed
Note
Currency
Exchange rate
Category
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Tags
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
File UUID
File name
File type
File size in bytes
Link
Link name
Status
Security Level
Category
Template
Valid from
Valid until
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Code
Account ID
Security Level
Title
Constant symbol
Specific symbol
Variable symbol
Currency
Exchange rate
Due date [YYYY-MM-DD]
Issue date [YYYY-MM-DD]
Payment date [YYYY-MM-DD]
Invoice type
Invoice state
Payment type
Taxable supply date [YYYY-MM-DD]
Owner
Tax payer
Deal ID
Sales order ID
Note for the receiver
Internal note
Reason for correction
Vendor - Account name
Vendor ID no.
Vendor tax ID no.
Vendor VAT ID no.
Vendor Street
Vendor City
Vendor Region
Vendor ZIP code
Vendor Country code
Vendor email
Vendor phone number
Vendor website
Vendor bank account number
Vendor IBAN
Vendor SWIFT
Vendor recorded in register
Customer name
Customer ID no.
Customer tax ID no.
Customer VAT ID no.
Customer Street
Customer City
Customer Region
Customer ZIP code
Customer Country code
Invoice category
Flag for carrying over tax responsibility
Advance is a tax move
Link to other invoice (ID)
Number of decimal places
Rounded balance
Discount in selected currency
Discount [%]
Total without VAT
Total with VAT
VAT
Item name
Price
Tax rate
Amount
Unit
Discount [%]
Total price with VAT
Item's sequence number
Payment ID
Date of payment (YYYY-MM-DD)
Paid amount
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TopicRequired
PriorityRequired
Company name
ID no.
Name
Last name
Title before
Title after
Security Level
Owner
Contact source
Category
Note to lead
Lead status
Tags
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Notification Text
Notification email addresses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Letter IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Letter IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sent out
Description
Tags
Campaign name
SourceRequired
External IDRequired
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Meeting outcome
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Item IDRequired
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title before
Name
Last nameRequired
Title after
Security Level
Owner
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Relationship Account record ID
Relationship Account address ID
Relationship note
Relationship job title
Tags
Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Tags
Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Security Level
Owner
Code
Currency
Category
Open from
Closed
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Price List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Price List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
NameRequired
Unit
Description
VAT rate
Category
Product line
Cost
Standard price
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Status
Security Level
Owner
Account
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Account ID
Contact ID
Participation category ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
DealRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Product code
Product ID
Price list ID
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Item IDRequired
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
Tags
ResolverRequired
DeadlineRequired
Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
LimitRequired
Sort column
Sort direction
View
Note
Account ID
Account name
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appPath
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Title
Code
Company
Owner
Business Case
Issue Date (YYYY-MM-DD)
Invoice Type
Taxable Supply Date (YYYY-MM-DD)
Due Date (YYYY-MM-DD)
Payment Date (YYYY-MM-DD)
Variable Symbol
Specific Symbol
Constant Symbol
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Code
Company Name
Last Name
Email
Email 2
ID number
Owner
Lead date (greater than)
Lead date (lower than)
Status
Lead phase
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
GDPR template
Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Title
Filtering mass emails by date sent (greater than)
Filtering mass emails by date sent (lower than)
Campaign name
Source
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Status
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Contact
Business Case
Owner
Expiration date (greater than)
Expiration date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Contact
Business Case
Owner
Expiration date (greater than)
Expiration date (lower than)
Delivery date (greater than)
Delivery date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Deadline (greater than)
Deadline (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
LimitRequired
Sort column
Sort direction
View
Note
Account ID
Account name
Contact ID
Participation category ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPath
NameRequired
Parent folder
Category
Security Level
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Code
Company name
Last name
Email
Email 2
ID no.
Owner
Lead date (greater than)
Lead date (lower than)
Status
Lead status
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
GDPR template
Without GDPR
TopicRequired
PriorityRequired
Name
Title before
Title after
Security Level
Contact source
Category
Note to lead
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Notification Text
Notification email addresses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
NameRequired
Filtering mass emails by date sent (greater than)
Filtering mass emails by date sent (lower than)
Campaign name
SourceRequired
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Sent out
Description
External IDRequired
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Name
Last nameRequired
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Owner
Relationship Account name
Relationship Account Id
Relationship Contact Id
User account Id
Email
Email
GDPR template
Without GDPR
Title before
Title after
Security Level
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Relationship Account record ID
Relationship Account address ID
Relationship note
Relationship job title
Key Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
CodeRequired
Primary
CurrencyRequired
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
NameRequired
Security Level
Owner
Category
Open fromRequired
ClosedRequired
Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IDRequired
LimitRequired
Sort column
Sort direction
View
Note
Account ID
Account name
Contact ID
Participation category ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Contact
DealRequired
Owner
Expiration date (greater than)
Expiration date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Deadline (greater than)
Deadline (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
ResolverRequired
DeadlineRequired
Task solution
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Notifications About Changes.
Triggers when record is added/changed/deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
RatingRequired
StatusRequired
RelationRequired
Individual person
Last name of individual
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
Tags
Address name
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Classification 1
Classification 2
Classification 3
Owner
Category
Contact source
Employees number
Legal form
Payment term
Turnover
Economy activity
ID no.
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Product code
Product ID
Price list ID
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Item IDRequired
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Address NameRequired
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Territory
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
Entity IDRequired
Link
Link name
File
File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
Project
Final Price
Estimated costs
Probability
Open from
Note
Currency
Exchange rate
Category
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Business Case Phase
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Link
Link name
File
File name
Status
Security Level
Category
Template
Valid from
Valid until
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent folder
Category
Security Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Account IDRequired
Security Level
Title
Constant symbol
Specific symbol
Variable symbol
CurrencyRequired
Exchange rate
Due date [YYYY-MM-DD]Required
Issue date [YYYY-MM-DD]Required
Payment date [YYYY-MM-DD]
Invoice typeRequired
Invoice stateRequired
Payment typeRequired
Taxable supply date [YYYY-MM-DD]Required
Owner
Tax payerRequired
Deal ID
Sales order ID
Note for the receiver
Internal note
Reason for correction
Vendor - Account name
Vendor ID no.
Vendor tax ID no.
Vendor VAT ID no.
Vendor Street Required
Vendor CityRequired
Vendor RegionRequired
Vendor ZIP codeRequired
Vendor Country codeRequired
Vendor email
Vendor phone number
Vendor website
Vendor bank account number
Vendor IBAN
Vendor SWIFT
Vendor recorded in register
Customer nameRequired
Customer ID no.
Customer tax ID no.
Customer VAT ID no.
Customer Street Required
Customer CityRequired
Customer RegionRequired
Customer ZIP codeRequired
Customer Country codeRequired
Invoice category
Flag for carrying over tax responsibility
Advance is a tax move
Link to other invoice (ID)
Number of decimal places
Rounded balance
Discount in selected currency
Discount [%]
Total without VAT
Total with VAT
VAT
Item name
Price
Tax rate
Amount
Unit
Discount [%]
Total price with VAT
Item's sequence number
Date of payment (YYYY-MM-DD)
Paid amount
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Topic
Priority
Lead status
Company name
ID no.
Name
Last name
Title before
Title after
Security Level
Owner
Contact source
Category
Note to lead
Tags
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Letter IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sent out
Description
Tags
Campaign name
Source
External ID
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mass Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Tags
Meeting outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Product code
Product ID
Price list ID
Name
Selling price
Tax
Quantity
Discount [%]
Cost per piece
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Security Level
Owner
CodeRequired
CurrencyRequired
Category
Open fromRequired
ClosedRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Price List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Unit
Description
VAT rate
Category
Product line
Cost
Standard price
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
Category
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Participant IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Security Level
Owner
Account
Contact
Deal
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Security Level
Owner
Account
Contact
Deal
Quote
Final Price
Status
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
DealRequired
QuoteRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Status
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Contact
Deadline
Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Name
Last Name
Person
ID number
Owner
Rating
Status
Relation
Classification 1
Classification 2
Classification 3
Category
Economy activity
Primary address email
Primary address email 2
GDPR template
Without GDPR
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Code
Name
Account
Project
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Estimated closing date (greater than)
Estimated closing date (lower than)
Status
Business Case Phase
Business Case Type
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
File TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
First name
Last name
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Owner
Relationship Account name
Relationship Account Id
Relationship Contact Id
User account Id
Email
Email
GDPR template
Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Code
Primary
Currency
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Name
Unit
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
LimitRequired
Sort column
Sort direction
View
Note
Account ID
Account name
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
NameRequired
Last name of individual
Individual person
ID no.
Owner
RatingRequired
StatusRequired
RelationRequired
Classification 1
Classification 2
Classification 3
Category
Economy activity
Primary address email
Primary address email 2
GDPR template
Without GDPR
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
Address name
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Contact source
Employees number
Legal form
Payment term
Turnover
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Code
SubjectRequired
AccountRequired
Project
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Estimated closing date (greater than)
Estimated closing date (lower than)
Status
Business Case Phase
Business Case Type
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Contact
Final Price
Estimated costs
Probability
Open from
Note
Currency
Exchange rate
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Title
CodeRequired
Account IDRequired
Owner
Deal ID
Issue date [YYYY-MM-DD]Required
Invoice typeRequired
Taxable supply date [YYYY-MM-DD]Required
Due date [YYYY-MM-DD]Required
Payment date [YYYY-MM-DD]
Variable symbol
Specific symbol
Constant symbol
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ID
Security Level
CurrencyRequired
Exchange rate
Invoice stateRequired
Payment typeRequired
Tax payerRequired
Sales order ID
Note for the receiver
Internal note
Reason for correction
Vendor - Account name
Vendor ID no.
Vendor tax ID no.
Vendor VAT ID no.
Vendor Street Required
Vendor CityRequired
Vendor RegionRequired
Vendor ZIP codeRequired
Vendor Country codeRequired
Vendor email
Vendor phone number
Vendor website
Vendor bank account number
Vendor IBAN
Vendor SWIFT
Vendor recorded in register
Customer nameRequired
Customer ID no.
Customer tax ID no.
Customer VAT ID no.
Customer Street Required
Customer CityRequired
Customer RegionRequired
Customer ZIP codeRequired
Customer Country codeRequired
Invoice category
Flag for carrying over tax responsibility
Advance is a tax move
Link to other invoice (ID)
Number of decimal places
Rounded balance
Discount in selected currency
Discount [%]
Total without VAT
Total with VAT
VAT
Item name
Price
Tax rate
Amount
Unit
Discount [%]
Total price with VAT
Item's sequence number
Date of payment (YYYY-MM-DD)
Paid amount
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Meeting outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Phone call outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
NameRequired
Unit
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
CodeRequired
Description
VAT rate
Category
Product line
Cost
Standard price
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Status
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Contact
DealRequired
Owner
Expiration date (greater than)
Expiration date (lower than)
Delivery date (greater than)
Delivery date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
QuoteRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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