Put CatchCRM to work with AI and enterprise-grade automation
Automate smarter with CatchCRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Facebook Lead Ads
Ads & Conversion, Facebook
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Discord
Team Chat
Instagram for Business
Facebook, Social Media Accounts
Discourse
Social Media Accounts
LinkedPhone
Communication
Facebook Lead Ads
Ads & Conversion, Facebook
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Discord
Team Chat
Facebook Lead Ads
Ads & Conversion, Facebook
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Discord
Team Chat
Instagram for Business
Facebook, Social Media Accounts
Discourse
Social Media Accounts
LinkedPhone
Communication
Join millions worldwide who automate their work using 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.
- Get List
Get lists within Trinity CRM
Try ItTriggerPolling - Customer NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Lead Status
- Service
- Contact Owner
- Ad Source
- Notes
- Company Id
ActionWrite
- List Name
- EmailRequired
- First Name
- Last Name
- Phone
ActionWrite
For builders
Let your AI safely access CatchCRM
Go beyond Zap workflows. Install Zapier in your AI to call CatchCRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in CatchCRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose CatchCRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CatchCRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "catchcrm", owner: "me" });
await zapier.runAction({
app: 'catchcrm',
action: 'add_contact_to_list',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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