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How Zapier works

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

Select a trigger from Tracker

A trigger is an event that starts your Zap and runs the workflow. For example, with Tracker, a trigger could be "New Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from Whippy

An action is what takes place after the automation is triggered. For example, with Whippy, the action could be "Add Contacts to a Sequence."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Tracker to Whippy

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your Tracker to Whippy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Tracker and Whippy 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Activity
Triggers when a new activity is added to Tracker.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Tracker.
Trigger
Instant
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New Lead
Triggers when a new lead is added to Tracker.
Trigger
Instant
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New Resource
Triggers when a new resource is added to Tracker.
Trigger
Instant
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Updated Activity
Triggers when an existing activity is updated to Tracker.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated to Tracker.
Trigger
Instant
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Updated Lead
Triggers when an existing lead is updated to Tracker.
Trigger
Instant
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Updated Resource
Triggers when an existing resource is updated to Tracker.
Trigger
Instant
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- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name
- Reminder Date/Time
- Interview Type
- CV Sent
- CV Sent Count
- Interview Number
Action
Write
- Client Name
- Preferred Name
- First Name
- Last Name
- Full Name
  Required
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Business Phone
- Home Phone
- Mobile/Cell
- Other Phone
- Fax
- LinkedIn
- Email
- Website
- Department
- Office
- Manager Name
- Assistant Name
- Nickname
- Spouses Name
- Birthday
- Anniversary
- Note
- Is Primary Contact
- Source
- Marketing
- Internal Reference
- Contact Role
- Last Updated Date/Time
- Last Updated By
- Creation Date
- Tag Text
- Contact Owner
- Is Private Record
Action
Write
- Client Name
- Contact Name
- Resource Name
- Lead Owner
- Product Name
- Lead Name
- Description
- Lead From
- Telephone
- Email
- Lead Date
- Award Date
- Lead Status Name
- Source
- Value
- Strategy
- Contact Type
- Creation Date
- Internal Reference
- Tag Text
- Last Updated Date/Time
- Last Updated By
- Currency Code
- Department
- Close Date
Action
Write
- Opportunity Name
- Opportunity Owner
- Department
- Status
- Client Name
- Contact Name
- Date Opened
- Location
- Client Reference
- Work Type
- Source
- Probability
- Number of Positions
- Estimated Value
- Factored Value
- Target Margin
- Award Date
- Invoice Date
- Start Date
- End Date
- Date Filled
- Description
- Note
- Strategy
- Published
- Publish Reference
- Publish Title
- Publish Description
- Publish Location
- Publish Start
- Publish Duration
- Publish Work Type
- Publish Sector
- Publish Category
- Zip Code Location
- Last Updated Date/Time
- Last Updated By
- Pay Rate/Salary
- Creation Date
- Currency Code
- Publish Salary From
- Publish Salary To
- Publish Salary Per
- Publish Benefits
- Publish Skills
- Tag Text
- Charge Rate/Fee
- Start Time
- End Time
- Business Type
- Secondary Owner
- Owner Percentage
- Secondary Owner Percentage
Action
Write
- Client Name
- Company Name
- Contact Name
- Product Name
- Project Name
- Ticket Raised Date
- Ticket Contact Type
- Company
- Email
- Telephone
- Ticket Status
- Ticket Priority
- Ticket Department
- Ticket Type
- Product Version
- Ticket Resolution Due
- Last Updated Date/Time
- Last Updated By
- Subject
- Description
- Resolution
- Assigned To
- Keywords
- Publish
- Lifecycle Stage
- Assigned To
- Category 1 Changes
- Category 2 Changes
- Product Change
- Service Change
- Change Date
- Creation Date
- Assigned To Department
- Assigned Team
- Tag Text
- First Response Made
- Ticket Status
- First Response Due
- Ticket Type
- Close Date
- Other Email To Notify
- Creation Contact Name
- Creation User Name
- Reminder
- Feedback Score
- Feedback Comments
- Feedback Link
- Ticket Priority
Action
Write
- Term
  Required
Action
Search
- Limit
- Offset
- Title
Trigger
Polling
Try It
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Trigger
Polling
Try It
- Before
- After
- Limit
- Offset
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
Call Ended
Triggers when a new call is ended in Whippy.
Trigger
Instant
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Campaign Created
Triggers when a new campaign is created in Whippy.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Whippy.
Trigger
Instant
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Conversation Created
Triggers when a new conversation is created in Whippy.
Trigger
Instant
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Link Click
Triggers when a link is clicked in a campaign.
Trigger
Instant
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Message Template Deleted
Triggers when a message template is deleted in Whippy.
Trigger
Instant
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Message Updated
Triggers when a message is updated in Whippy.
Trigger
Instant
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New Custom Object Deleted
Triggers when a new custom object is deleted in Whippy.
Trigger
Instant
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New Custom Object Record Deleted
Triggers when a new custom object record is deleted in Whippy.
Trigger
Instant
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New Custom Object Updated
Triggers when a new custom object is updated in Whippy.
Trigger
Instant
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New Custom Property Deleted
Triggers when a new custom property is deleted in Whippy.
Trigger
Instant
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New Custom Property Value Created
Triggers when a new custom property value is created in Whippy.
Trigger
Instant
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New Custom Property Value Updated
Triggers when a new custom property value is updated in Whippy.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent in Whippy.
Trigger
Instant
Try It
New Sequence Run Updated
Triggers when a sequence run is updated in Whippy.
Trigger
Instant
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New Step Contact Updated
Triggers when a step contact is updated in Whippy.
Trigger
Instant
Try It
Sequence Updated
Triggers when a sequence is updated in Whippy.
Trigger
Instant
Try It
- Sequence ID
  Required
- Step ID
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
Action
Write
- Phone
- Email
- Name
- Opt_in_to
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
- Opt_in_to
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
- Opt_in_to
- Opt_in_to_all_channels
Action
Write
- Sequence ID
  Required
- Email
- Name
- Phone
Action
Write
- Sequence ID
  Required
Action
Search
- Limit
- Offset
Action
Search
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Action
Search
- Name
- Limit
- Offset
Action
Search
- Before
- After
- Limit
- Offset
Action
Search
- Limit
- Offset
- Title
Action
Search
- Sequence ID
  Required
Action
Search

New Client
Triggers when a new client is added to Tracker.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is added to Tracker.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added to Tracker.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is added to Tracker.
Trigger
Instant
Try It
Updated Client
Triggers when an existing client is updated on Tracker.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Trigger
Instant
Try It
Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Trigger
Instant
Try It
- Client Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated Date/Time
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
Action
Write
- Invoice Date
- Invoice Due Date
- Opportunity Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
Action
Write
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- Text
  Required
Action
Write
- Preferred Name
- First Name
- Last Name
- Full Name
  Required
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Note
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated Date/Time
- Last Updated By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
Action
Write
- Term
  Required
Action
Search
- Term
  Required
Action
Search
- Limit
- Offset
Trigger
Polling
Try It
- Name
- Limit
- Offset
Trigger
Polling
Try It
- Limit
- Offset
Trigger
Polling
Try It
- Limit
- Offset
- Title
Trigger
Polling
Try It
Call Analyzed
Triggers when a new call is analyzed in Whippy.
Trigger
Instant
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Call Started
Triggers when a new call is started in Whippy.
Trigger
Instant
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Campaign Updated
Triggers when a campaign is updated in Whippy.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in Whippy.
Trigger
Instant
Try It
Conversation Updated
Triggers when a conversation is updated in Whippy.
Trigger
Instant
Try It
Message Template Created
Triggers when a new message template is created in Whippy.
Trigger
Instant
Try It
Message Template Updated
Triggers when a message template is updated in Whippy.
Trigger
Instant
Try It
New Custom Object Created
Triggers when a new custom object is created in Whippy.
Trigger
Instant
Try It
New Custom Object Record Created
Triggers when a new custom object record is created in Whippy.
Trigger
Instant
Try It
New Custom Object Record Updated
Triggers when a new custom object record is updated in Whippy.
Trigger
Instant
Try It
New Custom Property Created
Triggers when a new custom property is created in Whippy.
Trigger
Instant
Try It
New Custom Property Updated
Triggers when a new custom property is updated in Whippy.
Trigger
Instant
Try It
New Custom Property Value Deleted
Triggers when a new custom property value is deleted in Whippy.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created in Whippy.
Trigger
Instant
Try It
New Sequence Run Created
Triggers when a new sequence run is created in Whippy.
Trigger
Instant
Try It
New Step Contact Created
Triggers when a new step contact is created in Whippy.
Trigger
Instant
Try It
Sequence Created
Triggers when a new sequence is created in Whippy.
Trigger
Instant
Try It
- Limit
- Offset
Trigger
Polling
Try It
- Title
- Body
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
- Attachments
- Schedule_at
- Contacts with open conversations
- Time since last campaign
Action
Write
- Location
  Required
- Name
- Phone
- Email
- Source
- Inbound_message
  Required
- Outbound_message
- Status
- Assigned User
- Conversation Unread
Action
Write
- Sequence ID
  Required
Action
Write
- Agent
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
Action
Write
- Limit
- Offset
- Title
Action
Search
- Sequence ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Limit
- Offset
Action
Search

About Tracker

Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

Related categories

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