Sure Send Integrations

Name: Zapier
Availability: InStock

Beta

CRM (Customer Relationship Management)

Put Sure Send to work with AI and enterprise-grade automation

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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 Appointment
Triggers when a new appointment is created in the system.
Trigger
Instant
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New Company
Triggers when a new company is created in the system.
Trigger
Instant
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New Lead Assigned
Triggers when a lead is assigned to you in the system.
Trigger
Instant
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New Person
Triggers when a new person is created in the system.
Trigger
Instant
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New Text Message
Triggers when a new text message is received or sent in the system.
Trigger
Instant
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Updated Person
Triggers when a person is updated in the system.
Trigger
Instant
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- Title
  Required
- Description
- Location
- Is All Day
- Type
- Outcome
- Starts At
  Required
- Ends At
- Person
  Required
Action
Write

- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- First Name
- Last Name
- Full Name
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Name
  Required
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Company ID
  Required
- Name
- Industry
- Website
- Description
- Assigned User
- Stage
- Source
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search

New Call
Triggers when a new call is logged in the system.
Trigger
Instant
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New Email
Triggers when a new email is received or sent in the system.
Trigger
Instant
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New Note
Triggers when a new note is created in the system.
Trigger
Instant
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New Task
Triggers when a new task is created in the system.
Trigger
Instant
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Person Stage Updated
Triggers when a person's pipeline stage is changed in the system.
Trigger
Instant
Try It
- Person ID
  Required
- Tags
  Required
Action
Write
- Phone
  Required
- Note
- Is Incoming
- Duration (seconds)
- Person
  Required
- Occurred At
Action
Write
- Subject
  Required
- Body
  Required
- Is HTML
- Person
  Required
Action
Write
- Name
  Required
- Type
- Is Completed
- Due Date
- Due Date Time
- Assigned User
- Person
  Required
Action
Write
- First Name
- Last Name
- Full Name
- Email
- Phone
- Assigned User
- Stage
- Source
- Tags
Action
Write
- Person ID
  Required
- First Name
- Last Name
- Full Name
- Assigned User
- Stage
- Source
- Average Price
- Timeframe
- Timeframe Date
- Email Opted Out
- Email Addresses
- Phone Numbers
- Addresses
- Tags
- Custom Fields
- Merge Tags
Action
Write
- Search Query
  Required
Action
Search
- Search Query
  Required
- Person ID
Action
Search

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About Sure Send

Sure Send is a customer relationship management platform that helps businesses manage contacts, track deals, and automate workflows.

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