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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer Account" from Channlworks.

Add your action

An action happens after the trigger—such as "Run Python" in Code by Zapier.

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Zapier seamlessly connects Channlworks and Code 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.

New Customer Account
Triggers when new customer account is added.
Trigger
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New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
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New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
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New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
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New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
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New Organization Account
Triggers when new organization account is added.
Trigger
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
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New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
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- Account Name
  Required
- Website
  Required
- Number of Employees
- Address
- Phone Number
Action
Write
- Account ID
  Required
- Name
  Required
- Work Email
  Required
- Phone Number
- Role
Action
Write
- Opportunity ID
  Required
- Brief Description
  Required
- Approver
Action
Write
- Contact Id
  Required
- Name
- Phone Number
- Role
Action
Write
- Opportunity ID
  Required
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Contact Id
  Required
- Phone Number
- Role
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Zap_id
- Zap_step_id
- Code
  Required
Trigger
Polling
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- Zap_id
- Zap_step_id
- Input Data
- Code
  Required
Action
Write

New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Polling
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New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Polling
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New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Polling
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New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Polling
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New Customer Contact
Triggers when new customer contact is added.
Trigger
Polling
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New Organization Contact
Triggers when new organization contact is added.
Trigger
Polling
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New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Polling
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New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Polling
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- Lead ID
  Required
- Name
  Required
- Details
  Required
- Stage
  Required
- Expected Value Currency
  Required
- Expected Value
  Required
- Expected Quantity
  Required
- Expected Win Date
  Required
- Contract Start Date
- Contract End Date
Action
Write
- Module
  Required
- Module Reference ID
  Required
- Header
  Required
- Content
  Required
- Discussion Date
- Participants
Action
Write
- Lead Name
  Required
- Owner Name
  Required
- Owner Email
  Required
- Approver Name
  Required
- Approver Email
  Required
- Account Name
  Required
- Website
  Required
- Source
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Expected Lead Value Currency
  Required
- Expected Lead Value
  Required
Action
Write
- Account ID
  Required
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Lead ID
  Required
- Owner Email
- Source of Lead
- Expected Lead Value
Action
Write
- Account ID
  Required
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Search attribute name
  Required
- Search attribute value
  Required
Action
Search
- Zap_id
- Zap_step_id
- Code
  Required
Trigger
Polling
Try It
- Zap_id
- Zap_step_id
- Input Data
- Code
  Required
Action
Write

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Connect Channlworks and Code by Zapier to integrate crucial parts of your business

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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.

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Learn how to automate Code by Zapier on the Zapier blog

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About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

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