Connect When I Work to Method CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- EmailRequired
- First_nameRequired
- Last_nameRequired
- Locations
- Role
- Positions
- Phone_number
- Employee_code
- Notes
- Type
- Hourly_rate
- Hours_preferred
- Maxmium Hours
- New Activity
Triggers when a new activity is added.
Try It - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try It - New Opportunity
Triggers when a new opportunity is added.
Try It
- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- New Contact
Triggers when a new contact is added.
Try It - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try It - New Vendor
Triggers when a new vendor is added.
Try It
Related categories
Related categories