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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 "Delete Trust" in Nagaris.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Nagaris, 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
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Client Group
Trigger
Polling
Try It

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
Organisation Updated
Triggers when an organisation is updated.
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organisation ID
  Required
- Client UUID
  Required
- Email Address
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Google Place ID
- Formatted Address
- Street
- Suburb
- State
- Postcode
- Country
- Latitude
- longitude
Action
Write
- Organisation ID
  Required
- Address UUID
  Required
- Client UUID
  Required
- Address Type
- address_types
- Notes
Action
Write
- Organisation ID
  Required
- Name
  Required
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Name
  Required
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Phone Number
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Trustee UUID
  Required
- Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Email From
  Required
- Email Reply To
- Name To
- Email To
- Subject
  Required
- Body
  Required
- Signature
Action
Write
- Name
  Required
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
Action
Write
- Organisation ID
  Required
- Name
  Required
- Description
- Frequency
- Amount
  Required
- Start Date
- End Date
- Repeat Count
- Client Group UUID
  Required
- Client Service IDs
- Is Active
Action
Write
- Organisation ID
  Required
- Service Name
  Required
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Other Entity UUID
  Required
Action
Write
- Organisation ID
  Required
- Partnership UUID
  Required
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Sole Trader UUID
  Required
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Client Group UUID
Action
Write
- Organization ID
  Required
- Search
- Contact Type
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Handover UUID
  Required
Action
Write
- Organisation ID
  Required
Action
Write
- Organisation ID
  Required
- Package ID
  Required
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Solo Trader UUID
  Required
Action
Write
List Organisations
List all organisations.
Action
Write
- Organization ID
  Required
- search
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
- address uuid
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
- Address UUID
  Required
- Client UUID
  Required
- Address Type
- address_types
- Notes
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
- Client UUID
  Required
- Date
- Name
  Required
- Description
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
- Name
  Required
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
- Client Group UUID
  Required
- Name
  Required
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
- Service UUID
  Required
- Client UUID
  Required
- Frequency
- Start Date
  Required
- End Date
- status
- Notes
- Previous Dates
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
- Client UUID
  Required
- Website URL
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
Action
Write
- Organisation ID
  Required
- Name
  Required
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
Action
Write
- Organisation ID
  Required
- Package Id
  Required
- Name
  Required
- Description
- Frequency
- Amount
  Required
- Start Date
- End Date
- Repeat Count
- Client Group UUID
  Required
- Client Service IDs
- Is Active
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
- Service Name
  Required
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
Action
Write

- File URL
  Required
Action
Write
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Client Group
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organisation ID
  Required
- Trust UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
Action
Write
- Organisation ID
  Required
- Name
  Required
- Description
- Colour
- Is Active
Action
Write
- Organisation ID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Roles
- Notes
- Is Primary
- Verification Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
- Client Group UUID
  Required
- Roles
- Notes
- Client Visible
- Client Editable
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Content
  Required
- Metadata
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
- Client UUID
  Required
- Frequency
- Start Date
  Required
- End Date
- status
- Notes
- Previous Dates
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Website URL
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Contact UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Service ID
  Required
Action
Write
- Organisation ID
  Required
- SMSF UUID
  Required
Action
Write
- Organisation ID
  Required
- Address ID
  Required
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Client Note UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Service ID
  Required
Action
Write
- Organisation ID
  Required
- SMSF UUID
  Required
Action
Write
- Organisation ID
  Required
- Trust UUID
  Required
Action
Write
- Organization ID
  Required
- client uuid
- contact uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- Search
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Roles
- Notes
- Is Primary
- Verification Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
- Client UUID
  Required
- Email Address
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client Group Contact ID
  Required
- Contact ID
  Required
- Client Group UUID
  Required
- Roles
- Notes
- Client Visible
- Client Editable
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
- Client UUID
  Required
- Phone Number
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
- Client UUID
  Required
- Trustee UUID
  Required
- Notes
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Type
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
Action
Write
- Organisation ID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Service Tag UUID
  Required
- Name
  Required
- Description
- Colour
- Is Active
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
Action
Write
- Organisation ID
  Required
- Client ID
  Required
- Document Name
  Required
- Description
- Document_type
- Is_requested
- Request_note
- File
Action
Write

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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 Nagaris 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 Nagaris

Nagaris is a self-healing client database for Australian accounting firms, designed to stop data decay and inconsistencies across a firm's entire tech stack.