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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 "Workflow Action" from Beacon.

Add your action

An action happens after the trigger—such as "Create Account" in Signals.

You’re connected!

Zapier seamlessly connects Beacon and Signals, 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.

- Workflow
  Required
Trigger
Instant
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- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
Account Activity
Triggers when an account has recent activity
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It

Closed Conversation
Triggers when a conversation is closed.
Trigger
Instant
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- First Name
- Last Name
- Email
- Phone
- Lead Score
- Description
- Title
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Write

- Contact Id
  Required
- First Name
- Last Name
- Email
- Phone
- Lead Score
- Description
- Title
- Honorific
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Write
- Email
- Contact Id
Action
Search
- Email
- Contact Id
- First Name
- Last Name
- Phone
- Lead Score
- Description
- Title
- Company Name
- Company Website
- Company Industry
- Company Employee Count
- Company Revenue
Action
Search or write

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Updated Contact
Triggers when a Contact is updated in Signals.
Trigger
Instant
Try It
- Domain
  Required
- Account Type
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Write
- Domain
  Required
- Account Type
- Snoozed Timestamp
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Write
- Domain
  Required
Action
Search
- Domain
  Required
- Account Type
- CRM Record Id
- CRM Record Type
- CRM Record URL
Action
Search or 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 Beacon and Signals 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 Beacon to Signals integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Signals

Signals is a marketing automation tool that utilizes AI to engage with your ideal customers at the right time and with the right message.

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