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Pipedrive
CRM (Customer Relationship Management)
Zoho FSM
Scheduling & Booking
LeadConnector
Marketing Automation
Google Sheets
Google, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Zoho
Moneybird
Accounting
Pipedrive
CRM (Customer Relationship Management)
Zoho FSM
Scheduling & Booking
LeadConnector
Marketing Automation
Google Sheets
Google, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Zoho
Moneybird
Accounting
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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.
- Lead Completed
Triggers when a lead is completed and has reached its end state.
Try ItTriggerInstant - Lead Updated
Triggers when a lead gets updated (status change, replan, cancel appointment)
Try ItTriggerInstant - Sale Cancelled
Triggers when a sale has been cancelled.
Try ItTriggerInstant - Task titleRequired
- typeRequired
- Assigned User ID
- description
- Comments
ActionWrite
- Lead Created
Triggers when a lead is created.
Try ItTriggerInstant - Offer Accepted
Triggers when an offer has been accepted by a client.
Try ItTriggerInstant - Task Created
Triggers when a new Task has been created in Salesdock.
Try ItTriggerInstant - Form IDRequired
- Client nameRequired
- Client E-mailRequired
ActionWrite
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