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Choose a trigger
A trigger is the event that starts your Zap—like a "New Custom Page" from IntelligenceBank.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects IntelligenceBank and Pipedrive, 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 Custom Page
Triggers when a new custom page is added to IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Resolved
- Source TypeRequired
- Source _id
- Parent MarkUp Comment
- MarkUp Comment Creator
- Keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Database _id
- Field _id
- File Upload Type
- Record File Trigger Type
- Approval Revision
- Workflow Approval Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Database _idRequired
- Record _idRequired
- Update Record As Draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Review TypeRequired
- Document IDRequired
- Product KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TargetRequired
- File NameRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record File _idRequired
- Field _idRequired
- File NameRequired
- Source Record _idRequired
- Request Comment
- ApproversRequired
- Required By Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File NameRequired
- Remote File NameRequired
- Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Compliance Review IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your app- Record File _id
- Database _id
- Record _id
- Field _id
- File Upload Type
- Ref
- Approval Revision
- Workflow Approval Status
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder _id
- Search Sub-Folders
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
- Search Keywords
- Search Scope
- File Extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your app- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Search Keywords
- Template Group _idRequired
- Group NameRequired
- Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Custom Page
Triggers when a custom page is added or updated in IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Custom Page
Triggers when a custom page is updated in IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Platform URLRequired
- Email AddressRequired
- PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Database _idRequired
- Create Record As Draft
- Owner Groups
- Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source _idRequired
- Source TypeRequired
- Message
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- Type
- Content
- Resource Type
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - TypeRequired
- File - Tmp NameRequired
- File - SizeRequired
- File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder _idRequired
- Resource URLRequired
- Resource NameRequired
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Markup Comment _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Compliance Review IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Database _idRequired
- Record _idRequired
- Update Record As DraftRequired
- Owner Groups
- Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource Name
- Resource IdRequired
- File - TypeRequired
- File - Tmp FilenameRequired
- File - SizeRequired
- File - New NameRequired
- Create New VersionRequired
- New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Custom Page Title to search for
- Custom Page _id to search for
- Custom Page id to search for
- Custom Page Status to search for
- Custom Page Created By User _id to search for
- Custom Page Updated By User _id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Source TypeRequired
- Source _id
- Creator _id
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Database _idRequired
- Sort by Field. Left blank to sort by relevance.Required
- Sort orderRequired
- Max Results (1-100)Required
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)Required
- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IdRequired
- Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FollowerRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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