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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Find Record Fields" from ShareCRM.

Add your action

An action happens after the trigger—such as "Create\Update Person and Push to Campaign" in Reply.

You’re connected!

Zapier seamlessly connects ShareCRM and Reply, automating your workflow.

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.

- Object ApiName
  Required
Trigger
Polling
Try It
New Marketing Event
Triggers when a new Marketing Event is created.
Trigger
Polling
Try It
Create Account
When the field _id has a value, update the account data in the system. When the field _id has no value, add new account data in the system
Action
Write
Create Contact
When the field _id has a value, update the contact data in the system. When the field _id has no value, add new contact data in the system
Action
Write
Create Marketing Event
Creates a Marketing Event in the system.
Action
Write

Create ServiceRequest
When the field _id has a value, update the ServiceRequest data in the system. When the field _id has no value, add new ServiceRequest data in the system
Action
Write
- Object ApiName
  Required
- Maximum number(<=100) of Record
  Required
- Sort By Field
  Required
- isAsc
  Required
- Field ApiName
- Filter Operator
- Filter Field Value
- The Second Field ApiName
- The Second Filter Operator
- The Second Filter Field Value
Action
Search

- Object ApiName
  Required
- Record Data Name
  Required
- Maximum number(<=100) of Records
  Required
Action
Search
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
Try It
New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
Try It
New Email Opened
Triggers when a person opens your email.
Trigger
Instant
Try It
New Email Replied
Triggers when a person replied.
Trigger
Instant
Try It
Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
Try It
- Campaign ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write
- Sequence Id
  Required
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write

- Object Name
  Required
Trigger
Polling
Try It
New Leads
Triggers when a new Leads is created .
Trigger
Polling
Try It
Create Case
When the field _id has a value, update the Case data in the system. When the field _id has no value, add new Case data in the system
Action
Write
Create Leads
Creates a Leads in the system.
Action
Write
- Object Name
  Required
Action
Write
- Object Name
  Required
- id
  Required
Action
Write
- Object ApiName
  Required
- Record Data _id
  Required
Action
Search
- Object ApiName
  Required
- Filter Criteria
  Required
- Sort By Field
  Required
- IsAsc
  Required
- Maximum number(<=100) of records
  Required
Action
Search
New Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
Try It
New Emails Sent
Triggers when new email sent (first step or follow-up).
Trigger
Instant
Try It
New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
Try It
Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
Try It
Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  Required
Action
Write

For AI agents & developers

Use ShareCRM and Reply with AI agents and code

Beyond Zap workflows. Call ShareCRM and Reply actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ShareCRM and Reply actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Create\Update Person and Push to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ShareCRM and Reply actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* sharecrm / reply action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ShareCRM and Reply to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ShareCRM to Reply integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ShareCRM

ShareCRM is an enterprise customer relationship manager (CRM) application designed to attract, retain, and satisfy customers to grow your business.

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Related categories

CRM (Customer Relationship Management)

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

Learn moreLearn moreHelpHelp