Connect ZeeRM and Filter by Zapier to power AI-driven automation

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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 "Appointment (Design) State Changes" from ZeeRM.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects ZeeRM and Filter 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.

Appointment (Design) State Changes
Triggers when an Appointment of type Design is created, updated, or deleted.
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is Created.
Trigger
Instant
Try It
Job Status Changed
Triggers when a Job Status is changed.
Trigger
Instant
Try It
- Lookup Key - Email Address
  Required
- Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type ID
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
Action
Write
- Job Note - Validate Only
  Required
- Job ID
  Required
- User ID
  Required
- Note Body
  Required
- Highlight Color
- Include in Contact Communications
  Required
Action
Write

- Lookup Key - Email Address
  Required
- Lead External ID
- Lead Source Category
- Lead Source Sub Category
- Lead Inquiry Type
- UTM Source
- Customer Company
- Customer First Name
- Customer Last Name
- Customer Address Line 1
- Customer Address Line 2
- Customer City
- Customer State
- Customer Postal Code
- Customer Country ID
- Customer Home Phone
- Customer Work Phone
- Customer Cell Phone
- Customer Email
- Customer Notes
- Customer Mailing List Postal
- Customer Mailing List Email
- Job Address Line 1
- Job Address Line 2
- Job City
- Job State
- Job Postal Code
- Job Country ID
- Job Notes
- Job Construction Type ID
Action
Write
- Only continue if...
  Required
Action
Filter

Appointment (Service) State Changes
Triggers when an Appointment of type Service is created, updated, or deleted.
Trigger
Instant
Try It
Contact Updated
Triggers when a Contact is Updated.
Trigger
Instant
Try It
Lead Created
Triggers when a Lead is Created.
Trigger
Instant
Try It
- Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type ID
  Required
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
Action
Write
- Customer - Company Name
- Customer - First Name
- Customer - Last Name
- Customer - Address Line 1
- Customer - Address Line 2
- Customer - City
- Customer - State or Province
- Customer - Postal Code
- Customer - Country ID
- Customer - Email Address
- Customer - Cell Phone
- Customer - Home Phone
- Customer - Notes
- Customer - Ok to send Emails
- Lead - Lead Source ID
  Required
- Lead - Sub Lead Source ID
- Lead - Inquiry Type ID
- Lead - Request Type ID
- Lead - Validate Only
- Job - Postal Code
  Required
- Job - Notes
- Job - Construction Type
  Required
Action
Write
- Date Query Name
  Required
- Date 1 From Date
  Required
- Date 1 To Date
  Required
Action
Search

For AI agents & developers

Use ZeeRM and Filter by Zapier with AI agents and code

Beyond Zap workflows. Call ZeeRM and Filter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ZeeRM and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Contact Update Using Email Address
Only continue if...

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ZeeRM and Filter by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* zeerm / filter action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect ZeeRM and Filter 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 Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your ZeeRM to Filter 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 ZeeRM

ZeeRM is a full-service software solution to manage your business. Features of an ERP system as well as a CRM system in one.

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Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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