Connect Sophiie and Urbanise Strata to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
How Zapier works
Zapier makes it easy to integrate Sophiie with Urbanise Strata - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Status Changed" from Sophiie.
Add your action
An action happens after the trigger—such as "Create Disbursement Items" in Urbanise Strata.
You’re connected!
Zapier seamlessly connects Sophiie and Urbanise Strata, 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.
- Appointment Status ChangedTriggers when the status of an appointment has been changed. Try ItTriggerInstant
- New Appointment CreatedTriggers when a new appointment is created. Try ItTriggerInstant
- New Lead CreatedTriggers when a new lead is created. Try ItTriggerInstant
- Receipt CreatedTriggers when a receipt is created in Urbanise Strata. Try ItTriggerInstant
- Lead Status ChangedTriggers when the status of a lead has been changed. Try ItTriggerInstant
- New Inquiry CreatedTriggers when a new inquiry is created. Try ItTriggerInstant
- Invoice CreatedTriggers when an Invoice is created in Urbanise Strata. Try ItTriggerInstant
- Client IDRequired
- Record IDRequired
- Item Record ID
- Chargeable QuantityRequired
- Rate
- Total QuantityRequired
- Notes
- DateRequired
 ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap











