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VanillaSoft
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VanillaSoft
1. Choose trigger event
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Vendasta
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Vendasta
2. Choose action
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1. Select the event
Setup
Test
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VanillaSoft
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Result a Contact" from VanillaSoft.

Add your action

An action happens after the trigger—such as "Create or Update CRM Activity" in Vendasta.

You’re connected!

Zapier seamlessly connects VanillaSoft and Vendasta, 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.

    • VanillaSoft Zap Name
      Required
    • Description
    • VanillaSoft Project Name
      Required
    • Select VanillaSoft Result Codes to associate with this Trigger
    • Email on Error
      Required
    • Send Data Email on Last Error
    • Email last error data to
    Trigger
    Instant
    Try It
    • Note for Vendasta App as trigger
    Trigger
    Polling
    Try It
    • Automation ID
      Required
    Action
    Write
    • Create or update note
    • External ID
    • Platform account group ID
    • Company name
    • Street address line 1
    • Street address line 2
    • City/locality
    • State/province/region
    • Country
    • Zip/postal code
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Contact
    • Contact IDs for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write
    • VanillaSoft Zap Name
      Required
    • Description
      Required
    • VanillaSoft Project Name
      Required
    • Email on Success
    • Email on Error
      Required
    • Create New Contacts
      Required
    • Flag New Contacts
      Required
    • Route New Contacts as a First Priority
      Required
    • Delay Routing of New Contacts
    • Create Duplicates For Contacts That Share The Same Phone Number
      Required
    • Flag Duplicates
      Required
    • Error response for duplicate contact
    • Update existing contacts
      Required
    • Update Key Field
      Required
    • Route Updated as a First Priority
      Required
    • Reopen and flag updated contacts (Recommended)
      Required
    Action
    Write
    • Company or Contact IDs
      Required
    • Choose activity type
      Required
    • Check for existing activity based on an external identifier
    • Add team members
    • Add tags
    Action
    Write
    • Account ID
    • Customer Identifier
    • Search Existing
    • Business Name
    • Website
    • Categories
    • Country/Region
    • Address
    • State
    • City
    • Zip
    • Latitude
    • Longitude
    • Business Phone Number
    • Business Email
    • Toll Free Number
    • Short Description
    • Long Description
    • Facebook URL
    • Foursquare URL
    • LinkedIn URL
    • Twitter URL
    • Pinterest URL
    • Instagram URL
    • YouTube URL
    • Custom Fields
    • Return note
    • Return Fields
    Action
    Write
    • Create or update note
    • External ID
    • Email
    • Phone Number
    • First Name
    • Last Name
    • Job Title
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Company
    • Company ID for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect VanillaSoft and Vendasta 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.
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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.
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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.

Make work flow with AI

Level up your VanillaSoft to Vendasta 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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About VanillaSoft
VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
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Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Vendasta
Vendasta provides a single place for your sales teams to view key information about your customers.
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Related categories
Sales & CRM

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