Create integrations between Service Objects and Ideality to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- BusinessName
- Address
- Address2
- City
- State
- PostalCode
- Fetch Clients
Triggers when there is a new client in our system.
Try It - Fetch Leads Status
Triggers when there is a new lead status in our system.
Try It - Fetch States
Triggers when there is a state in our system.
Try It
- BusinessName
- Address
- Address2
- City
- State
- PostalCode
- Fetch Leads
Triggers when there is a new lead in our system.
Try It - Fetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Try It - Agent IdRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone NumberRequired
- Business NameRequired
- Payment GatewayRequired
- Business Address Line 1Required
- Business Address Line 2
- Business CityRequired
- Business StateRequired
- Business Postal CodeRequired
- Billing Address Line 1Required
- Billing Address Line 2
- Billing CityRequired
- Billing StateRequired
- Billing Postal CodeRequired
- Payment Overdue Grace Period In DaysRequired
- Minimum Contracts In MonthRequired
- Website
- Additional Phone
- Admin Note
- Account Manager's Name
- Account Manager's Name
- EnvironmentRequired
Related categories
Related categories