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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 Lead (For Team Account)" from B-in-Touch.

Add your action

An action happens after the trigger—such as "Create / Update Account" in 1CRM.

You’re connected!

Zapier seamlessly connects B-in-Touch and 1CRM, 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 Lead (For Team Account)
Triggers when any member of your team collects a new lead.
Trigger
Polling
Try It
New or Updated Account
Triggers when an account is created or updated.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when an invoice is created or updated.
Trigger
Instant
Try It
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Trigger
Instant
Try It
New or Updated Quote
Triggers when a quote is created or updated.
Trigger
Instant
Try It

New or Updated Task
Triggers when a task is created or updated.
Trigger
Instant
Try It
Create / Update Contact
Creates a new contact or updates an existing contact.
Action
Write

Create / Update Lead
Creates a new lead or updates an existing lead.
Action
Write
Create / Update Payment
Creates a new payment or updates an existing payment.
Action
Write
Create / Update SalesOrder
Creates a new salesorder or updates an existing salesorder.
Action
Write
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search

New Lead (For Your Account)
Trigger when you collect a new lead
Trigger
Polling
Try It
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
Try It
New or Updated Lead
Triggers when a lead is created or updated.
Trigger
Instant
Try It
New or Updated Payment
Triggers when a payment is created or updated.
Trigger
Instant
Try It
New or Updated SalesOrder
Triggers when a salesorder is created or updated.
Trigger
Instant
Try It
Create / Update Account
Creates a new account or updates an existing account.
Action
Write
Create / Update Invoice
Creates a new invoice or updates an existing invoice.
Action
Write
Create / Update Opportunity
Creates a new opportunity or updates an existing opportunity.
Action
Write
Create / Update Quote
Creates a new quote or updates an existing quote.
Action
Write
Create / Update Task
Creates a new task or updates an existing task.
Action
Write
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search
- __search_type__
  Required
Action
Search

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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 B-in-Touch and 1CRM 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 B-in-Touch to 1CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About B-in-Touch

B-in-Touch is a Digital Business cards Platform for Enterprises and Teams.

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Related categories

Sales & CRM

About 1CRM

1CRM allows you to organize a large part of your business within a single web application, and access that information at any time or place.