ClientSuccess Integrations

Name: Zapier
Availability: InStock

Put ClientSuccess to work with AI and enterprise-grade automation

Automate smarter with ClientSuccess and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Delighted

Forms & Surveys

Instapage

Forms & Surveys

Typeform

Forms & Surveys

Fathom

AI Meeting Assistants

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

HubSpot

Marketing Automation

Slack

Team Chat

PandaDoc

Documents

Delighted

Forms & Surveys

Instapage

Forms & Surveys

Typeform

Forms & Surveys

Fathom

AI Meeting Assistants

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

Delighted

Forms & Surveys

Instapage

Forms & Surveys

Typeform

Forms & Surveys

Fathom

AI Meeting Assistants

Pipedrive

CRM (Customer Relationship Management)

Zendesk

Customer Support

HubSpot

Marketing Automation

Slack

Team Chat

PandaDoc

Documents

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Intercom conversations as ClientSuccess engagement interactions
Details
Try it
Intercom + ClientSuccess
Create issues in Jira Software Cloud from new tasks in ClientSuccess
Details
Try it
ClientSuccess + Jira Software Cloud
Create new Baton projects from new ClientSuccess clients
Details
Try it
ClientSuccess + Baton

Add new Intercom conversations as ClientSuccess engagement interactions

Details

Try it

Intercom + ClientSuccess

Create issues in Jira Software Cloud from new tasks in ClientSuccess

Details

Try it

ClientSuccess + Jira Software Cloud

Create new Baton projects from new ClientSuccess clients

Details

Try it

ClientSuccess + Baton

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 added.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Client
- Disposition
Trigger
Polling
Try It
- Client
Trigger
Instant
Try It
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Write

- Client
  Required
- Interaction Type
  Required
- Contact ID
- Employee
- Note
- Subject
- Created Date
Action
Write
- Product
  Required
- Client
  Required
- Note
  Required
- Amount
  Required
- Quantity
  Required
- Start Date
  Required
- End Date
  Required
- Is Recurring?
  Required
- Auto Renew?
  Required
Action
Write

- Task UUID
  Required
- Assign to Employee
- Name
- Note
- Due Date
- Completed
- Start Date
- Attributes
Action
Write
- Client ID
  Required
Action
Search
- External ID
  Required
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Search or write

- Client
  Required
Trigger
Polling
Try It
New User
Triggers when a new user/employee is added to your organization.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Name
  Required
- Status
  Required
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
Action
Write
- Client
  Required
- Contract Name
  Required
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage Value
  Required
- Forecast Type Value
- Tenant Product ID
  Required
- Line Number
- Product Code
- Description
- Quantity
  Required
- Total
  Required
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
Action
Write
- Client
  Required
- Risk Level
  Required
- Employee
- Note
- Created Date
Action
Write
- Client
  Required
- Employee
  Required
- Name
  Required
- Note
- Due Date
- Start Date
- Attributes
Action
Write
- External ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email Address
  Required
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Search or write

ClientSuccess Help & Support

Common questions

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Manage Your App Connections

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What Should I Do in Zapier If I Change an App Account Password

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

ClientSuccess Integrations

Put ClientSuccess to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Intercom conversations as ClientSuccess engagement interactions

Create issues in Jira Software Cloud from new tasks in ClientSuccess

Create new Baton projects from new ClientSuccess clients

Add new Intercom conversations as ClientSuccess engagement interactions

Create issues in Jira Software Cloud from new tasks in ClientSuccess

Create new Baton projects from new ClientSuccess clients

Supported triggers and actions