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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 Sub Client
Triggers when a new client is created.
Try ItTriggerInstant - New Health Check Completed
Triggers when a client has completed the Health Check.
Try ItTriggerInstant - New Lead
Triggers when a new lead has been captured.
Try ItTriggerInstant - Client IDRequired
ActionWrite
- New Business Toolkit Article Completed
Triggers when a Business Toolkit article has been marked as completed.
Try ItTriggerInstant - New Invoice
Triggers when a new unpaid invoice is available.
Try ItTriggerPolling - Admin NameRequired
- Company NameRequired
- Admin EmailRequired
- Learner Limit
- Send password reset email
ActionWrite- Client IDRequired
ActionWrite
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