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Enterprise-level security—connect mission-critical apps. Integration Details

Launched on Zapier November 8, 2018

Zapier combines Triggers (like "New Customer") and Actions (like "Add Note to Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Triggers, Searches, and Actions are supported by Zapier:

New Customer

Triggers when a new customer is created.

New Payment

Triggers when a new payment is received.

Request Status Changed

Triggers when the status of a request has changed.

Customer Profile Updated

Triggers when information on the customer profile tab is updated.

Add Note to Customer

Creates a customer note.

Add Contact to Customer

Creates a contact associated to a customer.

Find Customer

Finds a customer by name, account number or customer id.

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Become a Zapier Integration Partner is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.