Create tasks for new Samdock deals
A new deal means a new task to be done. This integration auto-creates a new task in Samdock whenever a new deal is created.
A new deal means a new task to be done. This integration auto-creates a new task in Samdock whenever a new deal is created.
- When this happens...
New Lead / DealTriggers when a new lead or a new deal is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
This action creates a 'Task' in Samdock.
ActionWriteCreate a new record or update an existing record in your app.
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Deal Status Changed
Triggers when the status of a deal gets changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Please select Pipeline
Please select Stage
Customer Requirement
Estimated value (~)
Is Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activities will be added for:
To:
From:
CC:
BCC:
Subject:
Plain text of the email:
Html of the email:
Date of the message:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Street
Street Number
Postcode
City
Country
E-Mail
Phone Number
Fax Number
LinkedIn
Xing
Twitter
Facebook
Instagram
VAT Identification Number
Website
Logo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
E-Mail
Birthday
Phone Number
Mobile Number
Street
Street Number
Postcode
City
Country
Salutation
Office Number
Private Number
Home Number
Fax Number
Website
LinkedIn
Xing
Facebook
Twitter
Instagram
Organization NameRequired
Status
Organization Phone Number
Organization Website
Organization E-Mail
Street
Street Nr.
Postcode
City
Country
VAT Identification Number
Fax Number
LinkedIn
Xing
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Lead/Deal SelectionRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Customer Requirement
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activities will be added for:
To:
From:
CC:
BCC:
Subject:
Plain text of the email:
Html of the email:
Date of the message:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Salutation
E-Mail
Birthday
Name Prefix
Name Suffix
Mobile Number
Phone Number
Office Number
Home Number
Private Number
Fax Number
Website
LinkedIn
Xing
Twitter
Facebook
Instagram
Street
Street Number
Postcode
City
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Please select InboundSource
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Persons _idRequired
First Name
Last Name
E-Mail
Birthday
Phone Number
Mobile Number
Street
Street Number
Postcode
City
Country
Salutation
Office Number
Private Number
Home Number
Fax Number
Website
LinkedIn
Xing
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
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Related Zap Templates
- Create Samdock leads from new or updated Google Sheets rows
- Convert new Jotform submissions into Samdock leads
- Send Slack messages for new requests in Samdock
- Add new Jotform submissions to Samdock as contacts
- Add new Samdock people as Mailchimp subscribers
- Create tasks from new requests in Samdock
- Create new leads in Samdock from Luna's incoming leads
- Create Samdock deals from new WPForms form entries
- Add new WPForms form entries to Samdock as contacts
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- Create new Samdock deals from Google Sheets rows
- Create leads in Samdock from new replies in Luna
- Create new Samdock leads from new Cognito Forms entries
- Create Samdock contacts from new Unbounce form submissions
- Create Samdock requests from new Leadpages form submissions
- Create new Samdock deals from submitted 123FormBuilder forms
- Create Samdock contacts from new Gravity Forms submissions
- Create Samdock contacts from new Squarespace form submissions
- Submit Instapage forms and create Samdock requests with ease
- Create Samdock deals from new OptinMonster leads for seamless lead management
- Create Samdock requests from new completed involve.me submissions
- Create Samdock contacts from new Qualtrics survey responses
- Create Samdock contacts from new or updated HubSpot companies
- Add new ActiveCampaign contacts to Samdock as requests
- Add new Follow Up Boss contacts to Samdock as contacts
- Create new Samdock requests from updated Keap contacts
- Create new Samdock contacts from Copper leads
- Create new Samdock requests when companies are added in Copper
- Create Samdock contacts from new Clio contacts
- Add new Microsoft Dynamics 365 CRM contacts to Samdock for seamless contact management
- Create new Samdock contacts from Wealthbox CRM contact updates
- Create Samdock contacts from new Kommo leads with ease
- Create Samdock requests for new or updated Capsule CRM opportunities
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- Create new Samdock deals from Gravity Forms submissions
- Add new Facebook Lead Ads leads to Samdock as leads
- Create tasks in Any.do Personal for new leads and deals in Samdock
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- Create Samdock deals from new Perspective leads via funnel
- Add new Jotform submissions to Samdock as deals in real time
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- Create Samdock leads from new Instapage form submissions
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- Turn new involve.me submissions into leads in Samdock effortlessly
- Convert new Qualtrics survey responses to Samdock leads
- Add new ActiveCampaign contacts to Samdock for seamless contact creation
- Create new Samdock contacts from Pipedrive leads
- Add new Circle members and create corresponding Samdock requests
- Add new Circle members as contacts in Samdock
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- Create new Samdock requests from newly added Copper leads
- Create Samdock requests for new Microsoft Dynamics 365 CRM leads
- Create Samdock contacts from new Marketo leads
- Add new Kommo leads as requests in Samdock
- Add new Zoho Campaigns contacts to Samdock as contacts
- Create Samdock contacts from new or updated Capsule CRM opportunities
Â
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- Create Trello cards for new Samdock leads
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- Send new LinkedIn leads to Samdock
- Create leads in Samdock from new Paperform form submissions
- Create Samdock leads from new Instantly events
- Create new Samdock requests from TidyCal bookings
- Create Samdock requests when new Amazon Alexa phrases are spoken
- Create Todoist tasks for new Samdock tasks in real-time
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- Add new Ninja Forms submissions as contacts in Samdock
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