Centerpoint Connect + Zapier Tables
Create and update records in Zapier Tables when new or updated opportunities arise in Centerpoint Connect
Streamline your work process with this efficient workflow that springs into action each time an opportunity is created or updated in your Centerpoint Connect app. This automation instantly updates your data tables, thereby ensuring every bit of change in your business opportunities is accurately reflected. With this setup, you will no longer have to worry about manual updates, giving you more time to focus on other essential tasks. Experience an enhanced productivity level with prompt and precise record-keeping.
Streamline your work process with this efficient workflow that springs into action each time an opportunity is created or updated in your Centerpoint Connect app. This automation instantly updates your data tables, thereby ensuring every bit of change in your business opportunities is accurately reflected. With this setup, you will no longer have to worry about manual updates, giving you more time to focus on other essential tasks. Experience an enhanced productivity level with prompt and precise record-keeping.
- When this happens...Opportunity Created or Updated
Triggers when an opportunity is updated or created.
- automatically do this!Create Record
Creates a new record on a table.
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Task Created or Updated
Triggers when a task is created or updated.
Try ItProduction Ticket Created or Updated
Triggers when a production ticket is updated or created.
Try ItCompany NameRequired
Company Address
Company City
Company State
Company Zip Code
Company County
Company Timezone
Company Account Manager
Billing Instructions
Property NameRequired
Property Address
Property City
Property State
Property Zip Code
Contact NameRequired
Contact Position
Contact Email
Contact Mobile
Contact Office Phone/Ext
Lead TypeRequired
Opportunity Manager
ProductRequired
Price
Forecasted
Notes
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It