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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Create Calltrack Activity" in eGain.

You’re connected!

Zapier seamlessly connects Plumsail Forms and eGain, automating your workflow.

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.

- Public Form
  Required
Trigger
Instant
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- Form ID
  Required
- Submission ID
  Required
Action
Write
Activity Created
Triggers when a new activity is created.
Trigger
Instant
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Article Created
Triggers when a new article is created.
Trigger
Instant
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Article Published
Triggers when an article is published.
Trigger
Instant
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Article Sent Back to Stage in a Workflow
Triggers when an article is sent back to any previous stage in a workflow.
Trigger
Instant
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Article Updated
Triggers when an article is updated.
Trigger
Instant
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Folder Created
Triggers when a folder is created.
Trigger
Instant
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Folder Updated
Triggers when a folder is updated.
Trigger
Instant
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Message Sent
Triggers when a message is sent.
Trigger
Instant
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- Customer id
- Phone Number
- Activity mode
  Required
- Email subject
  Required
- Email content type
  Required
- Activity content
  Required
- Assign activity by
  Required
Action
Write
- Activity Ids
  Required
Action
Search
- Customer phone number
- eMail address
Action
Search
- Case Id
  Required
Action
Search
- Customer Id
  Required
Action
Search

- File URL
  Required
Action
Write
Activity Completed
Triggers when a activity is completed.
Trigger
Instant
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Activity Transition
Triggers when a activity is transition from one source to another.
Trigger
Instant
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Article Deleted
Triggers when an article is deleted.
Trigger
Instant
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Article Republished
Triggers when an article is republished.
Trigger
Instant
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Activity Sent to Next Stage in a Workflow
Triggers when an article is moved to next stage in a workflow.
Trigger
Instant
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Case Closed
Triggers when a case is closed.
Trigger
Instant
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Folder Deleted
Triggers when a folder is deleted.
Trigger
Instant
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Message Failed
Triggers when a system could not send out an email.
Trigger
Instant
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User Logout
Triggers when a user logs out of the system.
Trigger
Instant
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- Email subject
  Required
- From email address
  Required
- Receiver email address
  Required
- Email content type
  Required
- Email content
  Required
- Customer first name
  Required
Action
Write
- Case Ids
  Required
Action
Search
- Activity Id
  Required
Action
Search
- Customer Ids
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and eGain 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to eGain integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About eGain

eGain is a top-rated AI knowledge management platform for customer engagement.