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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Plumsail Documents and AgentFire to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Process NameRequired

    Action
    Write
  • AgentFire triggers, actions, and search

    Lead Marked as Hot

    Triggers when an existing lead is marked as Hot in Lead Manager.

    Trigger
    Instant
    Try It
  • AgentFire triggers, actions, and search

    Notes Added to Lead

    Triggers when notes are added to an existing lead in Lead Manager.

    Trigger
    Instant
    Try It
    • Lead Type

    • First Name

    • Last Name

    • Phone

    • Email

    • Street Address

    • City

    • State

    • Zip Code

    • Country

    • Other

    • Tags

    • Notes

    • Hot

    • Source ID

    • Source URL

    • Agent ID

    • Office ID

    • Meta

    Action
    Write
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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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  • Documents
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