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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Button Clicked" from Zapier Interfaces.

Add your action

An action happens after the trigger—such as "Create Email Communication" in Jambo.

You’re connected!

Zapier seamlessly connects Zapier Interfaces and Jambo, 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.

- Interface
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
Try It
- Interface
  Required
Trigger
Instant
Try It
- Interface
  Required
Trigger
Instant
Try It
- Interface
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
Try It
- Interface
  Required
- Email Address
  Required
Action
Write

- Interface
  Required
- Email Address
  Required
- Name
  Required
Action
Search or write
- Project
  Required
- Subject
  Required
- Summary
- Communication Notes
- Trim Communication Notes
- Date & Time
- Organizer
- Attendees
- Location
- Attachments
Action
Write

- Project
  Required
- Update contact information when description matches
- Individual Form
- Individual Jambo Id
- Individual Title
- Individual First Name
- Individual Middle Name
- Individual Last Name
- Individual Preferred Name
- Individual Category
- Individual Email 1 - Description
- Individual Email 1 - Address
- Individual Email 1 - Is preferred?
- Individual Email 2 - Description
- Individual Email 2 - Address
- Individual Email 2 - Is preferred?
- Individual Email 3 - Description
- Individual Email 3 - Address
- Individual Email 3 - Is preferred?
- Individual Phone 1 - Description
- Individual Phone 1 - Number
- Individual Phone 1 - Is preferred?
- Individual Phone 2 - Description
- Individual Phone 2 - Number
- Individual Phone 2 - Is preferred?
- Individual Phone 3 - Description
- Individual Phone 3 - Number
- Individual Phone 3 - Is preferred?
- Individual Address 1 - Description
- Individual Address 1 - Street 1
- Individual Address 1 - Street 2
- Individual Address 1 - City
- Individual Address 1 - Province/State
- Individual Address 1 - Postal/Zip code
- Individual Address 1 - Country
- Individual Address 1 - Is preferred?
- Individual Address 2 - Description
- Individual Address 2 - Street 1
- Individual Address 2 - Street 2
- Individual Address 2 - City
- Individual Address 2 - Province/State
- Individual Address 2 - Postal/Zip code
- Individual Address 2 - Country
- individual_address_2_is_preferred
- Individual Address 3 - Description
- Individual Address 3 - Street 1
- Individual Address 3 - Street 2
- Individual Address 3 - City
- Individual Address 3 - Province/State
- Individual Address 3 - Postal/Zip code
- Individual Address 3 - Country
- Individual Address 3 - Is preferred?
- Individual Notes
- Individual Internal Notes
- Individual Tags
- Individual Attachments
- Individual Social Media
- Individual Permission to Contact
- Organization Form
- Organization Jambo Id
- Organization Name
- Organization Category
- Organization Email 1 - Description
- Organization Email 1 - Address
- Organization Email 1 - Is preferred?
- Organization Email 2 - Description
- Organization Email 2 - Address
- Organization Email 2 - Is preferred?
- Organization Email 3 - Description
- Organization Email 3 - Address
- Organization Email 3 - Is preferred?
- Organization Phone 1 - Description
- Organization Phone 1 - Number
- Organization Phone 1 - Is preferred?
- Organization Phone 2 - Description
- Organization Phone 2 - Number
- Organization Phone 2 - Is preferred?
- Organization Phone 3 - Description
- Organization Phone 3 - Number
- Organization Phone 3 - Is preferred?
- Organization Address 1 - Description
- Organization Address 1 - Street 1
- Organization Address 1 - Street 2
- Organization Address 1 - City
- Organization Address 1 - Province/State
- Organization Address 1 - Postal/Zip code
- Organization Address 1 - Is preferred?
- Organization Address 2 - Description
- Organization Address 2 - Street 1
- Organization Address 2 - Street 2
- Organization Address 2 - City
- Organization Address 2 - Province/State
- Organization Address 2 - Postal/Zip code
- Organization Address 2 - Is preferred?
- Organization Address 3 - Description
- Organization Address 3 - Street 1
- Organization Address 3 - Street 2
- Organization Address 3 - City
- Organization Address 3 - Province/State
- Organization Address 3 - Postal/Zip code
- Organization Address 3 - Is preferred?
- Organization Notes
- Organization Internal notes
- Organization Tags
- Organization Attachments
- Organization Social Media
- Organization Permission to contact
- Association Form
- Position at associated organization
- Email at associated organization - Description
- Email at associated organization - Email Address
- Email at associated organization - Is preferred?
- Phone at associated organization - Description
- Phone at associated organization - Phone Number
- Phone at associated organization - Is preferred?
Action
Write

- Interface
  Required
- Page
  Required
- Block Type
Trigger
Instant
Try It
- Interface
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
Try It
Interface Created
Triggers when a new Interface is created.
Trigger
Instant
Try It
- Interface
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Interface
  Required
- Email Address
  Required
Action
Search
- Project
  Required
- Subject
  Required
- Summary
- Communication Notes
- Trim Communication Notes
- Date & Time
- From
- To
- CC
- Attachments
Action
Write
- Project
  Required
- Subject
  Required
- Communication Method
  Required
- Summary
- Communication Notes
- Date & Time
- Location
- Tags
- Attachments
- Title
- First Name
- Middle Name
- Last Name
- Preferred Name
- Name of Associated Organization
- Position at Associated Organization
- Description For Email At Associated Organization
- Email At Associated Organization
- Email Is Preferred At Associated Organization
- Description For Phone At Associated Organization
- Phone At Associated Organization
- Phone Is Preferred At Associated Organization
- Address Description
- Street 1
- Street 2
- City
- Province
- Postal Code
- Country
- Address Is Preferred
- Notes
- Tags
- Social Media
- Categories
- Email Description
- Email
- Email Is Preferred
- Phone Description
- Phone Number
- Phone Is Preferred
- Name
- Categories
- Email Description
- Email
- Email Is Preferred
- Phone Description
- Phone Number
- Phone Is Preferred
- Address Description
- Street 1
- Street 2
- City
- Province
- Country
- Postal Code
- Address Is Preferred
- Notes
- Tags
- Social Media
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Zapier Interfaces and Jambo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zapier Interfaces on the Zapier blog

Make work flow with AI

Level up your Zapier Interfaces to Jambo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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About Jambo

Jambo is Stakeholder Relationship Management (SRM) software that consolidates stakeholder information and engagement tracking in one secure platform.

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