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How Zapier works
Zapier makes it easy to integrate Specific with Symplify Communication - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Specific.
Add your action
An action happens after the trigger—such as "Add Purchase History Line" in Symplify Communication.
You’re connected!
Zapier seamlessly connects Specific and Symplify Communication, automating your workflow.
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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.
- New Contact
Trigger when a new contact is created.
Try ItTriggerInstant - Conversation: ContentRequired
- Conversation Source
- Conversation: Assignee Email
- Conversation: URL
- Conversation: Date
- Info1
- Field to Search By
- Search Value
- Info2
- Create Contact in Specific if it doesn’t exist yet?
ActionWrite- Info1
- Field to Search byRequired
- Search ValueRequired
- Info2
- Full name
- Email
- ID
- Company ID
- Create Contact in Specific if it doesn’t exist yet?
ActionWrite- OriginalIDRequired
- Transaction dateRequired
- QuantityRequired
- Item priceRequired
- Total priceRequired
ActionWrite
- Conversation Source
Try ItTriggerInstant- Field to Search byRequired
- Search ValueRequired
- Company name
- Company ID
- Create Company in Specific if it doesn’t exist yet?
ActionWrite- Company ID
ActionSearch- Find byRequired
- Search valueRequired
ActionWrite