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HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Odoo CRM
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
ConnectWise Manage
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Odoo CRM
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
ConnectWise Manage
CRM (Customer Relationship Management)
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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
Triggers when a contact is create in a Sunwise account.
Try ItTriggerInstant - Updated Contact
Triggers when a contact is update.
Try ItTriggerInstant - Contact IDRequired
- Project NameRequired
- Zip Code
- Service Number
ActionWrite- Project IDRequired
ActionWrite
- Created Project
Triggers when a proposal is created in a project.
Try ItTriggerInstant - NameRequired
- Last Name
- Email
- Telephone
- Agent
- Company
- Contact status
- Contact origin
- Status
- Integration source
ActionWrite- Proposal IDRequired
ActionWrite- Project IDRequired
ActionWrite
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