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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 CSV File Generated via Import" from EasyCSV.

Add your action

An action happens after the trigger—such as "Add Contact" in JeffreyAI.

You’re connected!

Zapier seamlessly connects EasyCSV and JeffreyAI, 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 CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Trigger
Instant
Try It
- CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)
  Required
- CSV Filename (optional)
Action
Write
Get Contacts
Triggers when a new contact is added to JeffreyAI.
Trigger
Polling
Try It
Get Opportunity
Triggers when a new opportunity is added to JeffreyAI.
Trigger
Polling
Try It
- Decision Authority
- Consented to being Contacted
- Contact Type
  Required
- First Name
- Last Name
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales Person
  Required
- Country
  Required
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time Start
- Best Contact Time To
- Phone no.
- Mobile no.
- Group
- Organisation
- LinkedIn
- Facebook
- Instagram
Action
Write

- Contact ID
  Required
- Decision Authority
- Consented to being Contacted
- Contact Type
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales Person ID
- Country
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time From
- Best Contact Time To
- Phone no.
- Mobile no.
- Organisation
- Linkedin
- Facebook
- Instagram
Action
Write
- First Name
  Required
- Last name
  Required
Action
Search

New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Trigger
Instant
Try It
- CSV File
  Required
- File Includes Headers?
  Required
Action
Write
Get Organisations
Triggers when a new organisation is added to JeffreyAI.
Trigger
Polling
Try It
- Decision Authority
- Consented to being Contacted
- Contact Type
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Created Date
- Job Title
- Status
- Assigned Sales Person ID
- Country
- State
- City
- Street Name
- House Number
- Postcode
- Best Contact Time From
- Best Contact Time To
- Phone no.
- Mobile no.
- Organisation
- Linkedin
- Facebook
- Instagram
Action
Write
- Name
  Required
- Stage
  Required
- Assigned Sales Person
- Created Date
- Closed Date
- Originated From
- Organisations
- Contacts
- Product ID
- Product Quantity
- Amount
- Currency
Action
Write
- OpportunityID
  Required
- Name
- Stage
- Assigned Sales Person
- Created Date
- Closed Date
- Originated From
- Organisations
- Contacts
- ProductID
- Product Quantity
- Amount
- Currency
Action
Write
- Name
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect EasyCSV and JeffreyAI 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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 EasyCSV to JeffreyAI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About EasyCSV

EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.

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Related categories

Spreadsheets

About JeffreyAI

JeffreyAI is a smart engagement platform that assists you in lead management and proactively works with your sales people to close your next deal.

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