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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Company Is Deleted" from YouEx.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects YouEx and Paths by Zapier, 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.

Company Is Deleted
Triggers when a company is deleted in your workspace.
Trigger
Instant
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Lead Is Deleted
Triggers when a lead is deleted in your workspace.
Trigger
Instant
Try It
New Company
Triggers when a new company is created on your workspace.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Fields to watch
  Required
Trigger
Instant
Try It

- Watched Fields
  Required
Trigger
Instant
Try It
- Name
  Required
- industry
- Website
- Source Lead Id
- Type
- Primary Contact Id
- Street Address 1
- Street Address 2
- City
- State
- Country
- Notes
- Tags
- Status
Action
Write

- Name
  Required
- Email
- Phone
- LinkedIn URL
- Company
- Company Website
- Job Title
- Notes
Action
Write
- Company Id
  Required
Action
Write
- Lead Id
  Required
Action
Write
- Company Id
  Required
- Company Name
- Industry
- Company Website
- Source Lead Id
- Company Type
- Primary Contact Id
- Street Address 1
- Street Address 2
- Company City
- Company State
- Company Country
- Notes
- Tags
- Company Status
Action
Write
- Record Id
  Required
- Name
- Email
- Secondary Email
- Phone
- Secondary Phone
- Linkedin Url
- Source Lead Id
- Source Conversation Id
- Company Id
- Company Name
- Title
- Notes
- Tags
- Status
Action
Write
- Company Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Lead Id
  Required
Action
Search
- Cursor
- Limit
- Search
- Stage
- From
- To
- Date Field
Action
Search
Conditionally run...
Creates a new branch.
Action
Write

Contact Is Deleted
Triggers when a contact is deleted in your workspace.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportuniry is deleted in your workspace.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Opportunity
Triggers when new opportunity is created in your workspace.
Trigger
Instant
Try It
- Watched Fields
  Required
Trigger
Instant
Try It
- Fields to watch
  Required
Trigger
Instant
Try It
- name
  Required
- email
- Secondary Email
- Phone
- Secondary Phone
- Linkedin Url
- Source Lead Id
- Source Conversation Id
- Company Id
- Company Name
- Title
- Notes
- Tags
- Status
Action
Write
- Opportunity Name
  Required
- Source Lead Id
- Source Conversation Id
- Company Id
- Company Name
- Contact Id
- Contact Name
- Amount
- Probability
- Stage
- Close Date
- notes
- Tags
Action
Write
- Record Id
  Required
Action
Write
- Opportunity Id
  Required
Action
Write
- Lead Id
  Required
- name
- email
- secondaryEmail
- phone
- Secondary Phone
- Linkedin Url
- company
- companyWebsite
- Job Title
- status
- notes
- tags
- Contact Id
- Company Id
- Opportunity Id
Action
Write
- Opportunity Id
  Required
- Name
- Source Lead Id
- Source Conversation Id
- Company Id
- Company Name
- Contact Id
- Contact Name
- Amount
- Probability
- Stage
- Close Date
- Notes
- Tags
Action
Write
- Cursor
- Limit
- Search
- Type
- From
- To
- Date Field
Action
Search
- Cursor
- Limit
- Search
- Status
- Company Id
- From
- To
- Date Field
Action
Search
- Limit
- Cursor
- Search criteria
- Status
- From
- To
- Date Field
Action
Search
- Opportunity Id
  Required
Action
Search
- Color
- Emoji
- Rules
  Required
Action
Filter

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect YouEx and Paths by Zapier 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.

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.

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.

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.

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.

Learn how to automate Paths by Zapier on the Zapier blog

Make work flow with AI

Level up your YouEx to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About YouEx

YouEx is a platform designed specifically for B2B sales teams to manage the entire revenue process, from lead capture to closing.

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Related categories

Sales & CRM

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

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