SuperOffice CRM

SuperOffice CRM Integrations

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SuperOffice CRM Integration Details

Launched on Zapier February 4, 2019

Zapier combines Triggers (like "New Project") and Actions (like "Create Request") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following SuperOffice CRM Triggers, Searches, and Actions are supported by Zapier:

New Project

Triggers when a new project is created.

New Contact

Triggers when a new contact is created.

New Sale

Triggers when a new sale is created.

Sale Changed

Triggers when a sale is updated.

Contact Changed

Triggers when an existing contact is changed.

Document Changed

Triggers when an existing document is changed.

New Appointment

Triggers when a new appointment is created.

New Document

Triggers when a new document is created.

New Company

Triggers when a new company is created.

Project Changed

Triggers when an existing project is modified in SuperOffice.

New Project Member

Triggers when a new project member is added to a project.

Company Changed

Triggers when an existing company is changed.

Create Request

Creates a new request/ticket.

Create Sale

Creates a new sale.

Create Request Message

Creates a new message for an existing request/ticket.

Create Contact

Creates a new contact.

Create Appointment

Creates a new appointment.

Create Document

Creates a new document.

Create Project

Creates a new project.

Remove Project Member

Remove a project member.

Update Document Content

Update an existing document content.

Create Project Member

Creates a new project member.

Create Company

Creates a new company.

Find Company

Finds a company based on id, name, number, phone, e-mail, or URL.

Find Sale

Finds a sale by id, title, or number.

Find Contact

Finds a contact based on id, e-mail, phone number, URL, or number.

Find Request

Finds a request/ticket by id, title, author, or contact.

Find Project

Finds a project based on id, name, or number.

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SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.