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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.
- Appointment Cancelled
Triggers when a scheduled appointment is cancelled. Includes who the meeting was with (prospect name, email, company) and the rep it was assigned to.
Try ItTriggerInstant - New Appointment Booked
Triggers when a prospect books a new appointment.
Try ItTriggerInstant - Appointment Rescheduled
Triggers when an appointment is rescheduled. Includes the prospect (name, email, company), the assigned rep, and how many times the meeting has been rescheduled.
Try ItTriggerInstant - New Deal
Triggers when a new CRM deal is created.
Try ItTriggerInstant
- Appointment Completed
Triggers when a meeting actually takes place and is marked completed. Includes the prospect (name, email, company) and the assigned rep.
Try ItTriggerInstant - Appointment No-Show
Triggers when a prospect no-shows a scheduled appointment. Includes the prospect (name, email, company), the assigned rep, and whether an automatic nurture email was sent.
Try ItTriggerInstant - New Contact
Triggers when a new CRM contact is created.
Try ItTriggerInstant - Deal Lost
Triggers when a CRM deal is marked lost. Includes the contact, pipeline, and the rep it was assigned to — useful for win-back sequences or loss reporting.
Try ItTriggerInstant




