Triggers when a new note is created.

New Relationship.

Creates a contact.

Creates a call log.

Creates an event.

Creates an expense category.

Creates a matter.

Creates a task.

Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Searches for a user by email address.

Find or Create Matter

Triggers when a record is added, updated, or deleted in a table.

Triggers when a new record is added to a table.

Triggers when a record is updated on a table.

The Zap will run until this step, then wait until a Continue Button is clicked.

Delete an existing record on a table.

Increments or Decrements a value on a number field of a record.

Changes the state (enabled or disabled) and label of a button on an existing record.

Finds a table based on an exact match.

Finds or creates a specific find record.

Triggers when a new payment is created.

Triggers when a new task is created.

Creates a bank account.

Creates an email.

Creates an expense.

Creates an item.

Creates a note.

Creates a time entry.

Searches for a matter by name or number, or create one if not found.

Find or Create Contact

Triggers when a button is clicked on a record.

Triggers when a record is added or updated on a table.

Triggers when a Summary Formula value has changed.

Calculates a Summary Formula for a Field.

Creates a new record on a table.

Create a new table with an existing table as a template.

Update an existing record on a table.

Finds records based on a search value.

Gets all calculated Summary Formula values for a Table.