Put Unifyy CRM to work with AI and enterprise-grade automation
Automate smarter with Unifyy CRM 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
Follow Up Boss
CRM (Customer Relationship Management)
ServiceTitan
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Google Calendar
Calendar, Google
Google Drive
File Management & Storage, Google
HubSpot
Marketing Automation
Google Forms
Forms & Surveys, Google
Follow Up Boss
CRM (Customer Relationship Management)
ServiceTitan
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Google Calendar
Calendar, Google
Follow Up Boss
CRM (Customer Relationship Management)
ServiceTitan
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Google Calendar
Calendar, Google
Google Drive
File Management & Storage, Google
HubSpot
Marketing Automation
Google Forms
Forms & Surveys, Google
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.
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- Last NameRequired
- Phone Number
- EmailRequired
- StatusRequired
- VendorRequired
ActionWrite
For builders
Let your AI safely access Unifyy CRM
Go beyond Zap workflows. Install Zapier in your AI to call Unifyy CRM 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 Unifyy CRM 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 Unifyy CRM 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 Unifyy CRM 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: "unifyy-crm", owner: "me" });
await zapier.runAction({
app: 'unifyy-crm',
action: 'create_lead',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Unifyy CRM Help & Support
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier