Connect Sure Send and Zapier Tables to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Sure Send with Zapier Tables - no code necessary. See how you can get setup in minutes.

100%

Help

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 Appointment" from Sure Send.

Add your action

An action happens after the trigger—such as "Calculate Summary Formula" in Zapier Tables.

You’re connected!

Zapier seamlessly connects Sure Send and Zapier Tables, automating your workflow.

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
Try It
New Company
Triggers when a new company is created in the system.
Trigger
Instant
Try It
New Lead Assigned
Triggers when a lead is assigned to you in the system.
Trigger
Instant
Try It
New Person
Triggers when a new person is created in the system.
Trigger
Instant
Try It
New Text Message
Triggers when a new text message is received or sent in the system.
Trigger
Instant
Try It

Updated Person
Triggers when a person is updated in the system.
Trigger
Instant
Try It
- Assigned User
- 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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Field
  Required
- Summary Formula
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Calculate Field
  Required
- Aggregate Function
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Name
- Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

New Call
Triggers when a new call is logged in the system.
Trigger
Instant
Try It
New Email
Triggers when a new email is received or sent in the system.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in the system.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in the system.
Trigger
Instant
Try It
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
- Assigned User
- 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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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

Connect Sure Send and Zapier Tables 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.

Learn how to automate Zapier Tables on the Zapier blog

Make work flow with AI

Level up your Sure Send to Zapier Tables integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Sure Send

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn moreLearn moreHelpHelp

Related categories

Databases

Spreadsheets

Zapier