Put UnifiedCRM to work with AI and enterprise-grade automation
Automate smarter with UnifiedCRM 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
Slack
Team Chat
Mailchimp
Marketing Automation
Typeform
Forms & Surveys
lemcal
Calendar
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
lemlist
Drip Emails
Slack
Team Chat
Mailchimp
Marketing Automation
Typeform
Forms & Surveys
lemcal
Calendar
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Mailchimp
Marketing Automation
Typeform
Forms & Surveys
lemcal
Calendar
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
lemlist
Drip Emails
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.
- Notification RuleRequired
Try ItTriggerInstant- FirstName
- Surname
- Email Adress
- Mobile Number
- Title
- LinkedIn
- Website
ActionWrite- Name
- Lead IDRequired
- Template IDRequired
ActionWrite- User IDRequired
ActionWrite
- Record IdRequired
- NoteRequired
ActionWrite- First NameRequired
- SurnameRequired
- Email Address
- Mobile Number
- Title
- LinkedIn
- Lead Source
- Website
- Address
ActionWrite- Email Address
ActionWrite- Email AddressRequired
ActionWrite
For builders
Let your AI safely access UnifiedCRM
Go beyond Zap workflows. Install Zapier in your AI to call UnifiedCRM 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 UnifiedCRM 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 UnifiedCRM 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 UnifiedCRM 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: "unifiedcrm", owner: "me" });
await zapier.runAction({
app: 'unifiedcrm',
action: 'add_note_to_record',
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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