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Pipedrive
CRM (Customer Relationship Management)
Unbounce
Forms & Surveys
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Google Forms
Forms & Surveys, Google
Pipedrive
CRM (Customer Relationship Management)
Unbounce
Forms & Surveys
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
Google Forms
Forms & Surveys, Google
Facebook Lead Ads
Ads & Conversion, Facebook
Microsoft Outlook
Calendar, Email, Microsoft
ChatGPT (OpenAI)
AI Assistants
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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.
- Deal NameRequired
- Pipeline IDRequired
- Description
- Stage (ID)
- Contact Person Name
- Contact Person Email
- Contact Person Mobile No
- How much you are raising
- Sector ID
- Sub Sector ID
- Source (ID)
ActionWrite- Note ContentRequired
- Pipeline IDRequired
- Deal IDRequired
ActionWrite- Asset ID
- Asset NameRequired
- Currency CodeRequired
- Country CodeRequired
- Sub Sector IDRequired
- Fund IDRequired
ActionWrite- Asset Update Type Name
ActionSearch
- Fund NameRequired
- Currency CodeRequired
- Country CodeRequired
- Incorporation Date of the Fund Parnership (YYYY-MM-DD)Required
- Fund Initial Closing Date (YYYY-MM-DD)Required
- Fund TypeRequired
- Investor Account TypeRequired
- Chart Of AccountsRequired
- Manager ID
- Source Fund ID
- Template COA ID
- Is New COA
ActionWrite- Text of the Asset UpdateRequired
- Asset ID
- Asset Update Type ID
- Date of the Asset Update (format -> YYYY-MM-DDTHH:MM:SSZ)
- Is the Asset Update Significant?
ActionWrite- Asset Name
ActionSearch- Country Name or Code
ActionSearch
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