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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.
- Email
- Service Name
- Date
- First Name
- Last Name
- Customer Type
- Street
- Unit
- City
- Zipcode
- State
- Phone Number
- Year Built
- Foundation Type
- Basement Type
- Floor Plan
- Building Type
- Facility
ActionWrite- Deal NameRequired
- Customer NameRequired
- Customer EmailRequired
- Customer TypeRequired
- Deal EmailRequired
- Deal Phone
- Service AddressRequired
- Employee Email
- StatusRequired
- StageRequired
- Opportunity ValueRequired
- Via (opportunity source)Required
- Description
- Closing Date
ActionWrite
- Email
- First Name
- Last Name
- Phone Number
- Street
- Unit
- City
- State
- Zipcode
- Customer Type
ActionWrite- Address
- City
- State
- Zip
- Year Built
- Foundation Type
- Floor Plan
- Basement Type
- Building Type
- Facility
ActionWrite
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