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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.
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
ActionWrite- Update usingRequired
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
ActionWrite
- Update usingRequired
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
ActionWrite- Key
- Prospect Name
- Notes
- Start New Prospect Process
- Segment
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
ActionWrite- Update usingRequired
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Key
- Salutation
- First Name
- Last NameRequired
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
ActionWrite
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