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Launch your first automated workflow
Start with a template that brings CROSStrax and Email by Zapier together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CROSStrax with Email by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case" from CROSStrax.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects CROSStrax and Email by Zapier, 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 CaseTriggers when a new case generated. Try ItTriggerPolling
- New ContactTriggers when a contact is created. Try ItTriggerPolling
- New Case NoteTriggers when new note added on case. Try ItTriggerPolling
- Client/Company NameRequired
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Phone
- Fax
- Website
 ActionWrite
- New ClientTriggers when new client added. Try ItTriggerPolling
- New InvoiceTriggers when a new invoice generated. Try ItTriggerPolling
- Case TypeRequired
- Client/CompanyRequired
- Contact: Email
- Contact: First Name
- Contact: Last Name
- Claim NumberRequired
- Date Referred
- ServiceRequired
- Due Date
- Budget
- Address 1
- Address 2
- city
- State
- Zip
- Country
- Comment
- Phone
- Description
- Make
- Model
- Year
- Color
- Tag#
- State
- Vin
- Comment
 ActionWrite
- New Inbound EmailTriggers when an email is forwarded to your own custom Try ItTriggerInstant
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