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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

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Cassa in Cloud.

Add your action

An action happens after the trigger—such as "DNC: Insert" in Convoso.

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Zapier seamlessly connects Cassa in Cloud and Convoso, 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.

New Company
Triggers when a new company is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Department
Triggers when a new department is created.
Trigger
Polling
Try It
- Sales Point
  Required
- Name
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- Email
- PhoneNumber
Action
Write
- Name
  Required
- Address
  Required
- City
  Required
- Zipcode
  Required
- District
  Required
- Split Payment
  Required
- Country
- Vat Number
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- Phone Number
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Write

- Has active licenses
Action
Search
- Vat Number / P.IVA
- Name
- ids
Action
Search

- ID Sales Point
- Start Date
  Required
- End Date
  Required
Action
Search
- Fiscal Code
- Name
  Required
- Email
- ids
- Sales Point
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- PhoneNumber
Action
Search or write
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
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Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
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Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
Try It
- User ID
  Required
Action
Write
- Callback ID
  Required
Action
Write
- Callback ID
  Required
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign ID
  Required
- Status
  Required
Action
Write
- Lead ID
  Required
Action
Write
- List ID
  Required
Action
Write
- List ID
  Required
- Name
- Campaign ID
- Status
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
  Required
- Reached Option
  Required
- Success Option
  Required
- DNC Option
  Required
- Callback Option
  Required
- Contact Option
  Required
- Voicemail Option
  Required
Action
Write
- Lead ID
  Required
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead ID
  Required
- Start Time
- End Time
- Offset
- Limit
Action
Search
- Status
  Required
- List ID
- Campaign ID
Action
Search
- User Email
  Required
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Id Sales Point
  Required
Trigger
Instant
Try It
- Sales Point
  Required
- ID Customer
- Status
  Required
- Due Date
- Delivery Mode
- Amount
  Required
- Destination Street
- Destination Country
- Destination City
- Destination ZipCode
- Destination District
- Shipping Notes
- Buyer Phone Number
- Payment Gateway or Method
- Prepaid Transaction
- Pre-payment Status
- Pre-payment Transaction ID
- Department for Shipping
- Shipping Cost
- Row Number
  Required
- Product Variant ID
  Required
- Quantity
  Required
- Price
  Required
Action
Write
- Description
- Ids
Action
Search
- Fiscal Code
- Name
- Email
- ids
Action
Search
- ID Sales Point
- Start Date
  Required
- End Date
  Required
Action
Search
- ID Sales Point
- Start Date
  Required
- End Date
  Required
Action
Search
- Vat Number
- Name
  Required
- ids
- Address
  Required
- City
  Required
- Zipcode
  Required
- District
  Required
- Split Payment
  Required
- Country
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- Phone Number
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Search or write
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
Try It
List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone Number
  Required
- Country Code
  Required
- Campaign ID
  Required
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead ID
  Required
- User ID
- Recipient
  Required
- Comments
- Callback Time Zone
  Required
- Callback Time
  Required
Action
Write
- Call Log ID
  Required
- Extra Field 01
- Extra Field 02
Action
Write
- Phone Number
  Required
- Phone Code
  Required
- Campaign ID
  Required
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- Name
  Required
- Campaign ID
  Required
- Description
- Status
Action
Write
- Call Log ID ★
  Required
- Revenue
- Return
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Cassa in Cloud and Convoso 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.

Make work flow with AI

Level up your Cassa in Cloud to Convoso integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cassa in Cloud

Cassa in Cloud is both a cash register and management system.

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Related categories

Accounting

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.