Update module entries in Zoho CRM when new info request plans are completed in SideDrawer
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Automate smarter with SideDrawer and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
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Or pick an app to pair with
HubSpot
Marketing Automation
Maximizer CRM
CRM (Customer Relationship Management)
Docusign
AI Document Extraction, Signatures
Microsoft Outlook
Calendar, Email, Microsoft
Gmail
Email, Google
Tally
Forms & Surveys
Dropbox
File Management & Storage
Google Drive
File Management & Storage, Google
Airtable
Databases
HubSpot
Marketing Automation
Maximizer CRM
CRM (Customer Relationship Management)
Docusign
AI Document Extraction, Signatures
Microsoft Outlook
Calendar, Email, Microsoft
Gmail
Email, Google
Tally
Forms & Surveys
HubSpot
Marketing Automation
Maximizer CRM
CRM (Customer Relationship Management)
Docusign
AI Document Extraction, Signatures
Microsoft Outlook
Calendar, Email, Microsoft
Gmail
Email, Google
Tally
Forms & Surveys
Dropbox
File Management & Storage
Google Drive
File Management & Storage, Google
Airtable
Databases
Join millions worldwide who automate their work using Zapier
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.
- Tenant IDRequired
- SideDrawer ID
- Folder (Record) ID
Try ItTriggerInstant- Tenant IDRequired
- SideDrawer ID
Try ItTriggerInstant- SideDrawerRequired
- Collaborator EmailRequired
- Collaborator First Name
- Collaborator Last Name
- SideDrawer RoleRequired
- Professional RelationshipRequired
ActionWrite- Tenant IDRequired
- SideDrawer IDRequired
- External ID NameRequired
- External IDRequired
- Skip duplicate external IDs?Required
ActionWrite
- Tenant IDRequired
- SideDrawer ID
- Days since sentRequired
- Minimum completion %Required
Try ItTriggerInstant- Plan Request Item FilterRequired
Try ItTriggerInstant- Tenant
- SideDrawer RoleRequired
- Professional RelationshipRequired
ActionWrite- SideDrawerRequired
ActionWrite
For builders
Let your AI safely access SideDrawer
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No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in SideDrawer from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SideDrawer actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SideDrawer connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "sidedrawer", owner: "me" });
await zapier.runAction({
app: 'sidedrawer',
action: 'add_collaborator_sd',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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