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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 "New Call" from Cogmento CRM.

Add your action

An action happens after the trigger—such as "Close Chat" in TimelinesAI.

You’re connected!

Zapier seamlessly connects Cogmento CRM and TimelinesAI, 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 Call
Triggers when a new call is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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Update Call
Triggers when a call is updated
Trigger
Instant
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Update Company
Triggers when a company is updated
Trigger
Instant
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Update Deal
Triggers when a deal is updated
Trigger
Instant
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- Call Time
  Required
Action
Write
- Company Name
  Required
Action
Write
- Title
  Required
Action
Write
- Title
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Model Type
  Required
Action
Search
- Filter
  Required
Action
Search
New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
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New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
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Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
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New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Polling
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- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URL
  Required
- Name of attached file
Action
Write
- Whatsapp Account
  Required
- Phone number
  Required
- Message text
  Required
Action
Write
- Name
- Phone
- Chat_id
Action
Search
- Whatsapp_message_id
  Required
Action
Search
- Phone
- Email
Action
Search

New Case
Triggers when a new case is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Update Case
Triggers when a case is updated
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated
Trigger
Instant
Try It
Update Task
Triggers when a task is updated
Trigger
Instant
Try It
- Title
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- Calendar
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Filter
Action
Search
Chat Closed
Triggers when a chat is closed.
Trigger
Instant
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New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
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New Sent Message
Triggers when a new message is sent.
Trigger
Instant
Try It
New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Polling
Try It
- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message text
  Required
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded file
  Required
- Name of attached file
Action
Write
- Whatsapp_message_id
  Required
Action
Search
- Name
Action
Search

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Customers have created over 25 million Zaps on the platform

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

Connect Cogmento CRM and TimelinesAI 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

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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 Cogmento CRM to TimelinesAI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cogmento CRM

Cogmento is an extensible CRM system, which can be as simple or complex as needed.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

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