webCRM Integrations

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webCRM Integration Details

Launched on Zapier April 5, 2019

Zapier combines Triggers (like "New or Updated Opportunity") and Actions (like "Create or Update Activity") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following webCRM Triggers, Searches, and Actions are supported by Zapier:

New or Updated Opportunity

Triggers when an opportunity is created or updated.

New or Updated Activity

Triggers when an activity is created or updated.

New or Updated Person

Triggers when a person is created or updated.

New or Updated Delivery

Triggers when a delivery is created or updated.

New or Updated Document

Triggers when a document is created or updated.

New or Updated Organisation

Triggers when an organisation is created or updated.

New or Updated Support Case

Triggers when a support case is created or updated.

New or Updated Product

Triggers when a product is created or updated.

Create or Update Activity

Creates or updates an activity.

Create or Update Person

Creates or updates a person.

Create or Update Organisation

Creates or updates an organisation.

Create or Update Opportunity

Creates or updates an opportunity.

Create or Update Product

Creates or updates a product.

Create or Update Support Case

Creates or updates a support case.

Create or Update Delivery

Creates or updates a delivery.

Create or Update Document

Creates or updates a document.

Find User

Finds a user.

Find Organisation

Finds an organisation.

Find Person

Finds a person.

Find Document

Finds a document.

Find Delivery

Finds a delivery.

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webCRM helps your sales team with the daily workflow and overview.