Connect Wise Agent CRM and Filter by Zapier to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Wise Agent CRM and Filter by Zapier together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Wise Agent CRM with Filter 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 "Create Lead/Contact Webhook by Type" from Wise Agent CRM.
Add your action
An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.
You’re connected!
Zapier seamlessly connects Wise Agent CRM and Filter 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.
- Webhook TypeRequired
Try ItTriggerInstant- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
ActionWrite
- Contact/Lead IDRequired
ActionWrite- Only continue if...Required
ActionFilter
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