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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 "New Contact" from Skalin.

Add your action

An action happens after the trigger—such as "Notify PingBell" in PingBell.

You’re connected!

Zapier seamlessly connects Skalin and PingBell, automating your workflow.

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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

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Connect Skalin and PingBell 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.

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.

- Contact tag
  Required
Trigger
Instant
Try It
- Contact tag
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
CSM Owner Changed
Trigger when a CSM Owner changed.
Trigger
Instant
Try It

- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Trigger when a new task is added.
Trigger
Instant
Try It
Task Project Completed
Trigger when all task project's tasks are marked has completed.
Trigger
Instant
Try It
- Customer domain or ID
  Required
- Touch type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Customer domain or ID
  Required
- Touch type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Customer Name
  Required
- Customer domain
  Required
- Contact description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Subject
- Html body
- From email
- Commat separed list of emails targeted by note
- Commat separed list of cc emails targeted by email
- Commat separed list of bcc emails targeted by email
- Score
- Source identifier
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
Create New Task Project From Template
Create a new task project from template.
Action
Write

- Contact tag
  Required
- Touch type
  Required
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
- Contact tag
  Required
Trigger
Instant
Try It
Customer Became Ghost
Trigger when a new customer became ghost.
Trigger
Instant
Try It
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
Customer CSM Pulse Changed
Trigger when a customer CSM Pulse changed.
Trigger
Instant
Try It
Customer Stage Changed
Trigger when a new customer stage changed.
Trigger
Instant
Try It
Task Completed
Trigger when a task is marked as completed.
Trigger
Instant
Try It
- Trigger delay
  Required
- Trigger delay period
  Required
Trigger
Instant
Try It
New Task Project
Trigger when a new task project is added.
Trigger
Instant
Try It
- Customer domain or ID
  Required
- Touch type
  Required
- Agreement plan
- Agreement start date
  Required
- Agreement autoRenew
- Agreement engagement
  Required
- Agreement engagement period
  Required
- Agreement notice
  Required
- Agreement engagement period
  Required
- Agreement mrr
- Agreement fee
Action
Write
- Contact ID
- Contact email
  Required
- Customer domain or ID
  Required
- Contact description
- Phone
- List of commat separed contact's additional emails
- List of commat separed tags
- Firstname
- Lastname
- Contact role
- Contact job title
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
Action
Write
- Call ts
- Interation ID
  Required
- Customer domain or ID
  Required
- Subject
- Html body
- Organizer email
- Commat separed list of attendees emails
- Score
- Source identifier
Action
Write
- Customer domain or ID
  Required
- Skalin customer ID
- Touch type
  Required
- Task status
- Title
- Contact description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
Action
Write
- Interation ID
  Required
Action
Write

About Skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

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Related categories

Sales & CRM

About PingBell

PingBell notifies your entire team whenever a conversion happens on your website or app.