Create tasks for new Samdock deals
A new deal means a new task to be done. This integration auto-creates a new task in Samdock whenever a new deal is created.
A new deal means a new task to be done. This integration auto-creates a new task in Samdock whenever a new deal is created.
- When this happens...
New Lead / DealTriggers when a new lead or a new deal is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
This action creates a 'Task' in Samdock.
ActionWriteCreate a new record or update an existing record in your app.
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Deal Status Changed
Triggers when the status of a deal gets changed.
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 ZapPollingZapier checks for new data every 15 min on the Free planNew Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Please select Pipeline
Please select Stage
Customer Requirement
Estimated value (~)
Is Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activities will be added for:
To:
From:
CC:
BCC:
Subject:
Plain text of the email:
Html of the email:
Date of the message:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Street
Street Number
Postcode
City
Country
E-Mail
Phone Number
Fax Number
LinkedIn
Xing
Twitter
Facebook
Instagram
VAT Identification Number
Website
Logo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
E-Mail
Birthday
Phone Number
Mobile Number
Street
Street Number
Postcode
City
Country
Salutation
Office Number
Private Number
Home Number
Fax Number
Website
LinkedIn
Xing
Facebook
Twitter
Instagram
Organization NameRequired
Status
Organization Phone Number
Organization Website
Organization E-Mail
Street
Street Nr.
Postcode
City
Country
VAT Identification Number
Fax Number
LinkedIn
Xing
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Lead/Deal SelectionRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Customer Requirement
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activities will be added for:
To:
From:
CC:
BCC:
Subject:
Plain text of the email:
Html of the email:
Date of the message:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Salutation
E-Mail
Birthday
Name Prefix
Name Suffix
Mobile Number
Phone Number
Office Number
Home Number
Private Number
Fax Number
Website
LinkedIn
Xing
Twitter
Facebook
Instagram
Street
Street Number
Postcode
City
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Please select InboundSource
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Persons _idRequired
First Name
Last Name
E-Mail
Birthday
Phone Number
Mobile Number
Street
Street Number
Postcode
City
Country
Salutation
Office Number
Private Number
Home Number
Fax Number
Website
LinkedIn
Xing
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Samdock
Samdock is a simple CRM system for small businesses.
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