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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.
- New Client
Triggers when a new client is created.
Try ItTriggerInstant - PipelineRequired
- Stage Name
Try ItTriggerInstant- Client NameRequired
- Email ID
- First Name
- CCODE
- Phone Number
- Country
ActionWrite- Record TypeRequired
ActionWrite
- New Client Project
Triggers when a new client project is created.
Try ItTriggerInstant - Record ObjectRequired
Try ItTriggerInstant- Project NameRequired
- ClientRequired
ActionWrite- PipelineRequired
- StageRequired
- TitleRequired
- Description
- CCODE
- Phone Number
- Email
- Name
ActionWrite
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