Create new MOCO companies from updated Close leads in status
Effortlessly manage new leads and streamline your company's workflow with this automation. When a new lead reaches a specific status in Close, it will create a company in MOCO, keeping your lead information organized and up-to-date without any manual data entry. Save time and enhance your lead management process using this seamless integration.
Effortlessly manage new leads and streamline your company's workflow with this automation. When a new lead reaches a specific status in Close, it will create a company in MOCO, keeping your lead information organized and up-to-date without any manual data entry. Save time and enhance your lead management process using this seamless integration.
- When this happens...  New Lead in Status New Lead in StatusTriggers when a lead enters a new status. Optionally trigger when a lead is created in a status. TriggerInstantThis event starts a Zap instantly.
- automatically do this!  Create Company Create CompanyCreates a new company (customer only). ActionWriteCreate a new record or update an existing record in your app.
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 - New Call Recording- Triggers when a new call recording or voicemail is added to Close. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Contact- Triggers when a new contact is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Trigger ActionsRequired 
- Custom Object TypeRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Limitations 
- Lead Smart View 
- (deprecated) Search Query 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Note Contains Words Starting With... 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Status ID 
- Status Label 
- Status Type 
- Value Period 
- Assigned to User 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Unsubscribed Email- Triggers when a new email address is unsubscribed from Close. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Lead IDRequired 
- Address Label 
- Address 1 
- Address 2 
- City 
- State 
- Zipcode 
- Country 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Call IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact IDRequired 
- Email AddressRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Source Lead IDRequired 
- Destination Lead IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Send Done EmailRequired 
- TypeRequired 
- Lead Smart View or (deprecated) Search QueryRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Action TypeRequired 
- Smart View or (deprecated) Search QueryRequired 
- Workflow ID 
- Send Done EmailRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead 
- Name 
- Title 
- Url 
- Office Phone 
- Mobile Phone 
- Home Phone 
- Direct Phone 
- Fax Phone 
- Other Phone 
- Office Email 
- Home Email 
- Direct Email 
- Other Email 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead IDRequired 
- Custom Object TypeRequired 
- Custom Object NameRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Export TypeRequired 
- FormatRequired 
- Lead Smart View or (deprecated) Search Query 
- Fields 
- Include Activities 
- Include Smart Fields 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Company Name 
- Description 
- URL 
- Status 
- Contact Name 
- Contact Title 
- Contact Office Email 
- Contact Direct Email 
- Contact Home Email 
- Contact Other Email 
- Contact Office Phone 
- Contact Direct Phone 
- Contact Mobile Phone 
- Contact Home Phone 
- Contact Fax Phone 
- Contact Other Phone 
- Contact URL 
- Address Label 
- Address Street 1 
- Address Street 2 
- Address City 
- Address State 
- Address ZIP Code 
- Address Country 
- Note 
- Text 
- Note 
- Task Text 
- Task Due Date 
- Task Assignee 
- Note 
- Opportunity Status 
- Opportunity Value 
- Opportunity Value Period 
- Opportunity Confidence 
- Opportunity Date 
- Opportunity Note 
- Opportunity User 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead Smart View or (deprecated) Search QueryRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Opportunity Query 
- Lead Smart View or (deprecated) Search Query 
- Status Types 
- Statuses 
- User IDs 
- Start Date 
- End Date 
- Or Use a Date Range Label 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- User ID 
- Start Date 
- End Date 
- Or Use a Date Range Label 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- QueryRequired 
- Share With Specific Users 
- Or Share With Organization 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Report TypeRequired 
- Lead Smart View or (deprecated) Search Query 
- Start Date 
- End Date 
- Or Use a Date Range Label 
- User ID 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Group(s) to Select From 
- Availability 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Phone NumberRequired 
- Call Forwarding Enable/DisableRequired 
- Forward to Number 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Call IDRequired 
- Contact 
- Text 
- Phone Number 
- Duration 
- Outcome 
- Recording URL 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Custom Activity IDRequired 
- Custom Activity TypeRequired 
- Status 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead IDRequired 
- Company Name 
- Description 
- Url 
- Status 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Opportunity IDRequired 
- Assigned to User 
- Contact ID 
- Status 
- Confidence 
- Value 
- Value Period 
- Close Date 
- Notes 
- Attachments 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Smart View IDRequired 
- Name 
- Query 
- Share With Specific Users 
- Or Share With Organization 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy Text 
- User ID 
- From Email Or Domain 
- From Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Custom Activity TypeRequired 
- Status 
- Lead ID 
- Search by Custom Activity ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Group Name 
- Group ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Result LimitRequired 
- Date 
- Assigned To 
- Status 
- Title 
- Lead ID 
- Search by Meeting ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Opportunity Status ID 
- Opportunity Status Type 
- Opportunity Value 
- Opportunity Value Period 
- Opportunity Confidence 
- Opportunity Close Date 
- Opportunity User 
- Opportunity Note 
- Opportunity Lead ID 
- Or Search by Opportunity ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Assigned To 
- Due Date 
- Description 
- Is Complete 
- Lead ID 
- Or Search by Task ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Result LimitRequired 
- Lead ID 
- User ID 
- Direction 
- Message Text 
- External WhatsApp Message ID 
- Local Phone 
- Remote Phone 
- Search by WhatsApp Message ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Custom Activity TypeRequired 
- Status 
- LeadRequired 
- Search by Custom Activity ID 
- Custom Activity TypeRequired 
- Created By User 
- StatusRequired 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Company Name 
- Company Name Matching 
- Company URL 
- Email 
- Phone 
- Or Search by Lead ID 
- Or Use a Custom Search Query 
- Company Name 
- Description 
- URL 
- Status 
- Contact Name 
- Contact Title 
- Contact Office Email 
- Contact Direct Email 
- Contact Home Email 
- Contact Other Email 
- Contact Office Phone 
- Contact Direct Phone 
- Contact Mobile Phone 
- Contact Home Phone 
- Contact Fax Phone 
- Contact Other Phone 
- Contact URL 
- Address Label 
- Address Street 1 
- Address Street 2 
- Address City 
- Address State 
- Address ZIP Code 
- Address Country 
- Note 
- Text 
- Note 
- Task Text 
- Task Due Date 
- Task Assignee 
- Note 
- Opportunity Status 
- Opportunity Value 
- Opportunity Value Period 
- Opportunity Confidence 
- Opportunity Date 
- Opportunity Note 
- Opportunity User 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Opportunity Status ID 
- Opportunity Status Type 
- Opportunity Value 
- Opportunity Value Period 
- Opportunity Confidence 
- Opportunity Close Date 
- Opportunity User 
- Opportunity Note 
- Lead 
- Or Search by Opportunity ID 
- StatusRequired 
- Confidence 
- Value 
- Value Period 
- Close Date 
- Note 
- User 
- Contact ID 
- Attachments 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Result LimitRequired 
- Lead ID 
- User ID 
- Direction 
- Message Text 
- External WhatsApp Message ID 
- Local Phone 
- Remote Phone 
- Search by WhatsApp Message ID 
- Lead IDRequired 
- Contact IDRequired 
- DirectionRequired 
- Message TextRequired 
- Local PhoneRequired 
- Remote PhoneRequired 
- External WhatsApp Message IDRequired 
- Integration Link 
- Response To Activity ID 
- Activity At 
- Attachments 
- Send to Inbox 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
 - New Time Entry- Triggers when a new time entry is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Company- Triggers when a new company is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Client- Triggers when a new client is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Expense- Triggers when an expense is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Invoice- Triggers when a new invoice is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Incoming Payment- Triggers when a new incoming payment is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Offer- Triggers when a new offer is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Presence- Triggers when a new Presence is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Project Assignment- Triggers when a person is assigned to a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Purchase- Triggers when a new purchase is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Recurred Expense- Triggers when an expense is recurred. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Task- Triggers when a new task is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Archived Project- Triggers when a project is archived. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Time Entry- Triggers when a time entry was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Contact Person- Triggers when a contact person was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Expense- Triggers when an expense was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Offer- Triggers when an offer was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Presence- Triggers when a Presence was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Purchase- Triggers when a purchase was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- UserRequired 
- ProjectRequired 
- DateRequired 
- DescriptionRequired 
- Task NameRequired 
- Tag 
- SecondsRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Gender 
- First NameRequired 
- Last NameRequired 
- Title 
- Mobile Phone 
- Work Phone 
- Work Fax 
- Work Email 
- Work Address 
- Home Email 
- Home Address 
- Birthday 
- Company 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ProjectRequired 
- TitleRequired 
- Description 
- DateRequired 
- QuantityRequired 
- UnitRequired 
- Unit PriceRequired 
- Unit CostRequired 
- BillableRequired 
- Included in Budget?Required 
- File 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- AmountRequired 
- CurrencyRequired 
- Reminder DateRequired 
- Info 
- Responsible 
- Company 
- Stage 
- Contact 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- SupplierRequired 
- CreatorRequired 
- File 
- DateRequired 
- Due Date 
- Service Period From 
- Service Period To 
- Invoice number 
- CurrencyRequired 
- Payment MethodRequired 
- Info 
- TitleRequired 
- TotalRequired 
- Tax (%)Required 
- Tax included in Total?Required 
- Category 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Task NameRequired 
- Project IdentifierRequired 
- Hourly Rate 
- Task Budget 
- Active 
- Billable 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ID 
- Date 
- ProjectRequired 
- UserRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Firstname 
- Lastname 
- Work Email 
- Phone Number 
- Company Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Title 
- ProjectRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Identifier 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Identifier 
- Company Name 
- Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Name 
- Credit Account 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Last Name 
- First Name 
- Email 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Field(s) Required to Trigger 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Contact Smart View IDRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Custom Activity V 2 Instructions 
- Custom Activity TypeRequired 
- Filled-in fields 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Direction 
- Template ID 
- User ID 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- New Status ID 
- Old Status ID 
- Trigger on Lead Creation 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Object TypeRequired 
- ActionRequired 
- User ID 
- Changed Fields 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- New Status ID 
- New Status Type 
- Old Status ID 
- Old Status Type 
- Trigger on Opportunity Creation 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Workflow 
- ActionRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Completed? 
- Assigned to User 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Lead IDRequired 
- Contact IDRequired 
- DirectionRequired 
- Message TextRequired 
- Local PhoneRequired 
- Remote PhoneRequired 
- External WhatsApp Message IDRequired 
- Integration Link 
- Response To Activity ID 
- Activity At 
- Attachments 
- Send to Inbox 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TypeRequired 
- MetricsRequired 
- Date RangeRequired 
- Users 
- groups 
- Query 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- MetricsRequired 
- Date RangeRequired 
- Users 
- Groups 
- Query 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Template IDRequired 
- Lead Smart View or (deprecated) Search QueryRequired 
- Exclude leads that already received this email templateRequired 
- Contact PreferenceRequired 
- Send Done EmailRequired 
- Email Acccount 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Contact ID 
- Phone Number 
- Direction 
- Duration 
- Outcome 
- Text 
- Recording URL 
- User ID 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Custom Activity TypeRequired 
- Created By User 
- StatusRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Contact 
- StatusRequired 
- Date Created 
- Date Scheduled 
- To 
- Cc 
- Bcc 
- Subject 
- Body Text 
- Body HTML 
- Template 
- Follow-Up Date 
- Email Account ID 
- Attachments 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email AddressRequired 
- RoleRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead IDRequired 
- Text TypeRequired 
- Attachments 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Report breakdownRequired 
- PipelineRequired 
- Report typeRequired 
- Report Period (range) 
- Report Period (dates) 
- Created Period (range) 
- Created Period (dates) 
- Comparison Period (range) 
- Comparison Period (dates) 
- Comparison Period (custom dates) 
- Smart View 
- Users or Groups 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead 
- StatusRequired 
- Confidence 
- Value 
- Value Period 
- Close Date 
- Note 
- User 
- Contact ID 
- Attachments 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ContactRequired 
- WorkflowRequired 
- Send emails from 
- Assign calls to 
- Send SMS from 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Contact ID 
- Date Created 
- StatusRequired 
- Date Scheduled 
- Local PhoneRequired 
- Remote PhoneRequired 
- Text 
- Template 
- SourceRequired 
- Attachments 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Assigned To 
- LeadRequired 
- Date 
- TextRequired 
- Is Complete 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email AddressRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email AddressRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact IDRequired 
- Name 
- Title 
- Email Addresses 
- Phone Numbers 
- Urls 
- Add to or Replace 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Custom Object IDRequired 
- Custom Object TypeRequired 
- Custom Object Name 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Note IDRequired 
- Text TypeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- SubscriptionRequired 
- ActionRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Task IDRequired 
- Assigned To 
- Text 
- Date 
- Is Complete 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Direction 
- Note 
- User ID 
- Date Range 
- Outcome 
- Find First Call on Lead 
- Lead ID 
- Or Search by Call ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Result LimitRequired 
- Contact Name 
- Contact Title 
- Contact Email 
- Contact Phone 
- Lead ID 
- Search by Contact ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Result LimitRequired 
- Custom Object TypeRequired 
- Lead ID 
- Custom Object Name 
- Search by Custom Object ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Company Name 
- Company Name Matching 
- Company URL 
- Email 
- Phone 
- Or Search by Lead ID 
- Or Use a Custom Search Query 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note Contains Words Starting With... 
- Lead ID 
- Or Search by Note ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Workflow 
- Contact ID 
- Lead ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Full Name 
- Email 
- Or Search by User ID 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Result LimitRequired 
- Contact Name 
- Contact Title 
- Contact Email 
- Contact Phone 
- Lead ID 
- Search by Contact ID 
- Lead 
- Name 
- Title 
- Url 
- Office Phone 
- Mobile Phone 
- Home Phone 
- Direct Phone 
- Fax Phone 
- Other Phone 
- Office Email 
- Home Email 
- Direct Email 
- Other Email 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Result LimitRequired 
- Custom Object TypeRequired 
- Lead ID 
- Custom Object Name 
- Search by Custom Object ID 
- Lead IDRequired 
- Custom Object TypeRequired 
- Custom Object NameRequired 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note Contains Words Starting With... 
- Lead IDRequired 
- Or Search by Note ID 
- Text TypeRequired 
- Attachments 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Assigned To 
- Due Date 
- Description 
- Is Complete 
- Lead ID 
- Or Search by Task ID 
- Assigned To 
- LeadRequired 
- Date 
- TextRequired 
- Is Complete 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
 - Approved Holiday Request- Triggers when a holiday request is approved. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Comment- Triggers when a new comment is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Contact Person- Triggers when a new contact person is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Lead- Triggers when a new lead was created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Holiday Request- Triggers when a new holiday request is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Exported Invoice (Bookkeeping)- Triggers when a new invoice is exported (for the bookkeeping). Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Invoice Status- Triggers when the status of an invoice is changed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Planning Entry- Triggers when a new Planning Entry is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Project- Triggers when a new project is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Project Budget Alert- Triggers when a project budget alert event has happened. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Outgoing Payment- Triggers when a new outgoing payment is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Sales Activity- Triggers when a new sales activity has happened. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New User- Triggers when a new User is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Unarchived Project- Triggers when a project is made active again. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Company- Triggers when a company was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Lead- Triggers when a lead was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Invoice- Triggers when an invoice was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Planning Entry- Triggers when a Planning Entry was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Project- Triggers when a project was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated User- Triggers when a User was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- TargetRequired 
- MessageRequired 
- User 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- Identifier 
- CurrencyRequired 
- UserRequired 
- Fax 
- Email 
- Phone 
- Address 
- Vat 
- Website 
- Info 
- Country Code 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Invoice 
- TotalRequired 
- DateRequired 
- CurrencyRequired 
- Partial payment? 
- Transaction Identifier 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CompanyRequired 
- Identifier 
- NameRequired 
- CurrencyRequired 
- Billing ByRequired 
- Hourly Rate 
- Budget 
- Budget Expenses 
- LeaderRequired 
- Finish Date 
- Info 
- Fixed price? 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Purchase 
- DateRequired 
- TotalRequired 
- CurrencyRequired 
- Description 
- Transaction Identifier 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- UserRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ID 
- Identifier 
- Name 
- Type 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Name 
- Status 
- Contact Work Email 
- Company Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Identifier 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Date 
- ProjectRequired 
- UserRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- Identifier 
- Receipt Identifier 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- ID 
- ProjectRequired 
- Task NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app







