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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 Interaction" from iService.

Add your action

An action happens after the trigger—such as "Create Lead" in iCloudReady.

You’re connected!

Zapier seamlessly connects iService and iCloudReady, 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.

- Interaction Type
  Required
- Segment
  Required
- Topic
- Property
- Property Value
Trigger
Polling
Try It
- Contact
- Segment
  Required
- Topic
  Required
- Note Subject
  Required
- Note Body
  Required
- Public or Private Note
  Required
- Include Ref# in Subject
- Parent Interaction
Action
Write
- Lookup a contact by email/login name in iService.
Action
Search

- Login Type
  Required
- Login Name
  Required
- Contact Property
  Required
- Value
  Required
Action
Write
- Contact
- Segment
  Required
- Topic
  Required
- Ticket Subject
  Required
- Ticket Body
  Required
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
Action
Write
- Lead Type
- Lead Source
- Lead Status
- Lead Title
- Lead Description
- salutation
- First Name
  Required
- Last Name
- Phone
  Required
- Mobile
- Email
- Company
- Interest
- Region
- City
- Set Name
- Campaign Name
- Territory Name
- Secondary Email
- Secondary Phone
- Additional Emails
- Additional Phones
- customfield
- customfield2
Action
Write

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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

Connect iService and iCloudReady 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 iService to iCloudReady integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About iService

iService is a web-based customer service platform that makes it easy to streamline customer interactions and improve customer experience.

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Related categories

About iCloudReady

iCloudReady is a lead management tool to create and manage leads and opportunities.