Create new RAYNET CRM contact accounts when Zapier Tables buttons are clicked
Activate this workflow by clicking the button within the Zapier Tables app to promptly add a new contact to your RAYNET CRM account. This seamless automation not only saves you time but also ensures that all relevant contact information is swiftly transferred to your CRM as soon as it's available. Keep your RAYNET CRM constantly updated and manage contacts more efficiently with this nifty workflow.
Activate this workflow by clicking the button within the Zapier Tables app to promptly add a new contact to your RAYNET CRM account. This seamless automation not only saves you time but also ensures that all relevant contact information is swiftly transferred to your CRM as soon as it's available. Keep your RAYNET CRM constantly updated and manage contacts more efficiently with this nifty workflow.
- When this happens...Trigger Zap Button Clicked
Triggers when a button is clicked on a record.
TriggerInstantThis event starts a Zap instantly. - automatically do this!New Contact - Account
Creating new Account with addresses.
ActionWriteCreate a new record or update an existing record in your app.
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Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
FieldRequired
Summary FormulaRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Calculate FieldRequired
Aggregate FunctionRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundidRequired
Name
Rating
Status
Relation
Individual person
Last name of individual
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
companyClassification1
companyClassification2
companyClassification3
Owner
Category
Contact source
Employees number
Legal form
Payment term
Turnover
Economy activity
ID no.
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title before
Name
Last name
Title after
Security Level
Owner
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
Project
Final Price
Estimated costs
Probability
Open from
Note
Currency
Exchange rate
Category
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Business Case Phase
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File UUID
File name
File type
File size in bytes
Link
Link name
Status
Security Level
Category
Template
Valid from
Valid until
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Topic
Priority
Lead status
Company name
ID no.
Name
Last name
Title before
Title after
Security Level
Owner
Contact source
Category
Note to lead
Tags
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sent out
Description
Tags
Campaign name
Source
External ID
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Meeting outcome
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title before
Name
Last nameRequired
Title after
Security Level
Owner
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Relationship Account record ID
Relationship Account address ID
Relationship note
Relationship job title
Tags
Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Tags
Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Security Level
Owner
CodeRequired
CurrencyRequired
Category
Open fromRequired
ClosedRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
NameRequired
Unit
Description
VAT rate
Category
Product line
Cost
Standard price
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
Category
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
DealRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Security Level
Owner
AccountRequired
Contact
DealRequired
QuoteRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Status
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
Tags
ResolverRequired
DeadlineRequired
Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Name
Last Name
Person
ID number
Owner
Rating
Status
Relation
Classification 1
Classification 2
Classification 3
Category
Economy activity
Primary address email
Primary address email 2
GDPR template
Without GDPR
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appPath
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Code
Company Name
Last Name
Email
Email 2
ID number
Owner
Lead date (greater than)
Lead date (lower than)
Status
Lead phase
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
GDPR template
Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Title
Filtering mass emails by date sent (greater than)
Filtering mass emails by date sent (lower than)
Campaign name
Source
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
NameRequired
Last name of individual
Individual person
ID no.
Owner
RatingRequired
StatusRequired
RelationRequired
Classification 1
Classification 2
Classification 3
Category
Economy activity
Primary address email
Primary address email 2
GDPR template
Without GDPR
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
Address name
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Contact source
Employees number
Legal form
Payment term
Turnover
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPath
NameRequired
Parent folder
Category
Security Level
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Meeting outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Phone call outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
NameRequired
Unit
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
CodeRequired
Description
VAT rate
Category
Product line
Cost
Standard price
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Contact
DealRequired
Owner
Expiration date (greater than)
Expiration date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Deadline (greater than)
Deadline (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
ResolverRequired
DeadlineRequired
Task solution
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appNotifications About Changes.
Triggers when record is added/changed/deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
RatingRequired
StatusRequired
RelationRequired
Individual person
Last name of individual
First name of individual
Title before the name of the individual
Title after the name of the individual
Salutation
Security Level
Tags
Address name
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Classification 1
Classification 2
Classification 3
Owner
Category
Contact source
Employees number
Legal form
Payment term
Turnover
Economy activity
ID no.
Tax ID no.
VAT ID no. For Slovak accounts
Bank account
Data box
Reference number
VAT payer
Birthday/Anniversary
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Note to account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Business Case Phase
Security Level
Owner
Account
Contact
Project
Final Price
Estimated costs
Probability
Open from
Closed
Note
Currency
Exchange rate
Category
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Tags
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
File UUID
File name
File type
File size in bytes
Link
Link name
Status
Security Level
Category
Template
Valid from
Valid until
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Email content
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent folder
Category
Security Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TopicRequired
PriorityRequired
Company name
ID no.
Name
Last name
Title before
Title after
Security Level
Owner
Contact source
Category
Note to lead
Lead status
Tags
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Notification Text
Notification email addresses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Content of the letter
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sent out
Description
Tags
Campaign name
SourceRequired
External IDRequired
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
PriorityRequired
Category
OwnerRequired
Contact
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Questions to discuss
Tags
Meeting outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Call description
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Security Level
Owner
Code
Currency
Category
Open from
Closed
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Unit
Description
VAT rate
Category
Product line
Cost
Standard price
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Status
Security Level
Owner
Account
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Security Level
Owner
Account
Contact
Deal
Final Price
Estimated costs
Open from
Closed
Valid to
Note
Category
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Security Level
Owner
Account
Contact
Deal
Quote
Final Price
Status
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
Id
Name
Product code
Price list
Selling price
Tax rate
Quantity
Unit
Discount [%]
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Priority
Status
Category
Private Activity
Account
Deal
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Task description
Tags
Id
Participant Owner
Activity direction
Contact
Account
Lead
Contact
Deadline
Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Code
Name
Account
Project
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Estimated closing date (greater than)
Estimated closing date (lower than)
Status
Business Case Phase
Business Case Type
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
File TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
First name
Last name
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Owner
Relationship Account name
Relationship Account Id
Relationship Contact Id
User account Id
Email
Email
GDPR template
Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Code
Primary
Currency
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Name
Unit
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Status
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Contact
Business Case
Owner
Expiration date (greater than)
Expiration date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
Name
Account
Contact
Business Case
Owner
Expiration date (greater than)
Expiration date (lower than)
Delivery date (greater than)
Delivery date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
Subject
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Deadline (greater than)
Deadline (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your appLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Code
SubjectRequired
AccountRequired
Project
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Estimated closing date (greater than)
Estimated closing date (lower than)
Status
Business Case Phase
Business Case Type
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Contact
Final Price
Estimated costs
Probability
Open from
Note
Currency
Exchange rate
Source
Business Case Classification 1
Business Case Classification 2
Business Case Classification 3
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Id
SubjectRequired
Scheduled in calendar from (greater than)
Scheduled in calendar from (lower than)
Scheduled in calendar to (greater than)
Scheduled in calendar to (lower than)
Date of completion (greater than)
Date of completion (lower than)
Category
Status
Owner
Contact
Account
Lead
Deal
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
PriorityRequired
Category
OwnerRequired
Contact
Account
Quote
Sales order
Project
Activity
Security Level
Scheduled in calendar from
Scheduled in calendar to
Date of completion
Event info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Tags
Code
Company name
Last name
Email
Email 2
ID no.
Owner
Lead date (greater than)
Lead date (lower than)
Status
Lead status
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
GDPR template
Without GDPR
TopicRequired
PriorityRequired
Name
Title before
Title after
Security Level
Contact source
Category
Note to lead
Street
City
Region
ZIP code
Country code
Latitude
Longitude
Territory
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Notification Text
Notification email addresses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
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Fulltext
View
Tags
NameRequired
Filtering mass emails by date sent (greater than)
Filtering mass emails by date sent (lower than)
Campaign name
SourceRequired
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Sent out
Description
External IDRequired
Link to campaign results
Campaign detail link
Sent
Clicked
Opened
Unsubscribed
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Name
Last nameRequired
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Owner
Relationship Account name
Relationship Account Id
Relationship Contact Id
User account Id
Email
Email
GDPR template
Without GDPR
Title before
Title after
Security Level
Category
Classification 1
Classification 2
Classification 3
Salutation
Birthday
Language
Marital Status
Gender
Email
Email 2
Phone 1
Phone type 1
Phone 2
Phone type 2
WWW
Fax
Other contact
Facebook
Google+
Twitter
Linkedin
Pinterest
Instagram
Skype
Youtube
Street
City
Region
ZIP code
Country code
Note to contact.
Relationship Account record ID
Relationship Account address ID
Relationship note
Relationship job title
Key Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
CodeRequired
Primary
CurrencyRequired
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
NameRequired
Security Level
Owner
Category
Open fromRequired
ClosedRequired
Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Status
Category
Owner
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
Contact
Final Price
Average value
Minimum value
Maximum value
Open from
Closed
Scheduled Completion
Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLimitRequired
Sort column
Sort direction
Fulltext
View
Row access
Tags
Code
SubjectRequired
AccountRequired
Contact
DealRequired
Owner
Expiration date (greater than)
Expiration date (lower than)
Delivery date (greater than)
Delivery date (lower than)
Opening date (greater than)
Opening date (lower than)
Closing date (greater than)
Closing date (lower than)
Status group
Status
Contains product
Product category
Product line
Created At (greater than)
Created At (lower than)
Updated At (greater than)
Updated At (lower than)
Last Modified At (greater than)
Last Modified At (lower than)
Security Level
QuoteRequired
Final Price
Estimated costs
Open from
Closed
Valid to
Delivery date
Note
Category
Shipping address name
Shipping Street
Shipping City
Shipping Region
Shipping ZIP code
Shipping Country code
Shipping Latitude
Shipping Longitude
Billing address name
Billing Street
Billing City
Billing Region
Billing ZIP code
Billing Country code
Billing Latitude
Billing Longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found