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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 Company" from Business Online.

Add your action

An action happens after the trigger—such as "Create Affiliate" in CRM Web App.

You’re connected!

Zapier seamlessly connects Business Online and CRM Web App, 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.

- Type
- Limit
- Offset
- Sort
- Search
Trigger
Polling
Try It
- Type
- Status
- Custom Status
- Limit
- Offset
- Sort
- Search
Trigger
Polling
Try It
- Company Name
  Required
- Company Type ID
  Required
- Is Active
- Organization Number
- Company Email
- Company Phone
- Company Address
- Postal Address
- Company Website
- Main Contact Name
  Required
- Main Contact Job Title
- Main Contact Email
- Main Contact Cell Phone
- Internal Responsible Email
- Supplier Category
- Custom Supplier Category
- Approved Supplier
Action
Write
- Lead Title
  Required
- Lead Type ID
  Required
- Company ID
  Required
- Internal Responsible Email
- Main Contact ID
- Status
- Custom Status
- LCM Status
- Custom LCM Status
- Probability for Sale
- Custom Probability for Sale
- Next Follow-Up Date
- Expected Close Date
- Contract Value
- Description
Action
Write
- Contact Name
  Required
- Legal Basis
  Required
- Custom Leagal Basis
- Company ID
- Status
  Required
- Custom status
- Job Title
- Email
- Cell Phone
- Address
- Marketing Consent
Action
Write

- NCR Card Title
  Required
- TypeRegistration
  Required
- Custom Type Registration
- NCR Card Date
- Internal Reported By Email
- Description
- Immediate Actions
- Long-Term Proposal
- Direct Cause
- Custom Direct Cause
- Project ID
- Company ID
- Location
- Custom Location
- Purchase Order
- Part Number
- Feedback Type
- Custom Feedback Type
Action
Write
- Company ID
  Required
- Company Name
- Company Type ID
- Is Active
- Organization Number
- Company Email
- Company Phone
- Address
- Postal Address
- Main Contact ID
- Internal Responsible Email
- Supplier Category
- Custom Supplier Category
- Approved Supplier
Action
Write

- Company ID
  Required
- Lead ID
  Required
- Title
- Lead Type ID
- Status
- Custom Status
- Lifecycle Management Status
- Custom LCM Status
- Probability for Sale
- Custom Probability for Sale
- Next Follow-Up Date
- Expected Close Date
- Contract Value
- Description
- Internal Responsible Email
- Main Contact ID
Action
Write
- Contact ID
  Required
- Name
- Legal Basis
- Custom Legal Basis
- Company ID
- Status
- Custom Status
- Job Title
- Email
- Cell Phone
- Address
- Marketing Consent
Action
Write
- Project ID
  Required
- Project Name
- Project Type ID
- Department ID
- Company ID
- Internal Responsible Email
- Description
- Start Date
- End Date
- Activity
- Custom Activity
- Connect To ID
Action
Write
- Company ID
  Required
- Limit
- Offset
Action
Search
- Company ID
  Required
- Type
- Status
- Custom Status
- Limit
- Offset
Action
Search
- Company ID
  Required
- Type
- Activity
- Custom Activity
- Limit
- Offset
Action
Search
- Contact ID
  Required
Action
Search
- Type
- Status
- Custom Status
- LCM Status
- Custom LCM Status
- Internal Responsible
- Limit
- Offset
- Sort
Action
Search
- Project ID
  Required
Action
Search
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web address
- Related To
- Social Security
- DOB
Action
Write

- Company ID
- Limit
- Offset
- Sort
- Search
Trigger
Polling
Try It
- Type
- Activity
- Custom Activity
- Limit
- Offset
- Sort
- Search
Trigger
Polling
Try It
- Name
  Required
- Legal Basis
  Required
- Custom Leagal Basis
- Company ID
  Required
- Status
  Required
- Custom status
- Job Title
- Email
- Cell Phone
- Address
- Marketing Consent
Action
Write
- Project Name
  Required
- Project Type ID
  Required
- Department ID
  Required
- Company ID
  Required
- Internal Responsible Email
  Required
- Description
- Project Start Date
- Project End Date
- Activity
- Custom Activity
- Connect To ID
Action
Write
- Lead Title
  Required
- Lead Type ID
  Required
- Company ID
  Required
- Internal Responsible Email
- Main Contact ID
- Status
- Custom Status
- LCM Status
- Custom LCM Status
- Probability for Sale
- Custom Probability for Sale
- Next Follow-Up Date
- Expected Close Date
- Contract Value
- Description
Action
Write
- Project Name
  Required
- Project Type
  Required
- Department
  Required
- Company ID
  Required
- Internal Responsible Email
  Required
- Description
- Project Start Date
- Project End Date
- Activity
- Custom Activity
- Connect To ID
Action
Write
- Contact ID
  Required
- Name
- Legal Basis
- Custom Legal Basis
- Company ID
  Required
- Status
- Custom Status
- Job Title
- Email
- Cell Phone
- Address
- Marketing Consent
Action
Write
- Project ID
  Required
- Project Name
- Project Type ID
- Department ID
- Company ID
  Required
- Internal Responsible Email
- Project Description
- Project Start Date
- Project End Date
- Activity
- Custom Activity
- Connect To ID
Action
Write
- Lead ID
  Required
- Title
- Lead Type ID
- Status
- Custom Status
- Lifecycle Management Status
- Custom LCM Status
- Probability for Sale
- Custom Probability for Sale
- Next Follow-Up Date
- Expected Close Date
- Contract Value
- Description
- Internal Responsible
- Main Contact ID
Action
Write
- Company ID
  Required
Action
Search
- Company ID
  Required
- Contact ID
  Required
Action
Search
- Company ID
  Required
- Lead ID
  Required
Action
Search
- Company ID
  Required
- Project ID
  Required
Action
Search
- Lead ID
  Required
Action
Search
- Type
- Activity
- Custom Activity
- Department
- Project Start Date
- Project End Date
- Progress
- Modified Date
- Limit
- Offset
- Sort
Action
Search
New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Trigger
Instant
Try It
New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
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 Business Online and CRM Web App 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 Business Online to CRM Web App integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Business Online

Business Online is a tool for CRM, project management, collaboration, and non-conformities in one place.

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Related categories

CRM (Customer Relationship Management)

About CRM Web App

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.