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Microsoft Excel
Microsoft, Spreadsheets
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Calendar, Email, Microsoft
AgencyBloc
Sales & CRM
Microsoft Excel
Microsoft, Spreadsheets
Microsoft Outlook
Calendar, Email, Microsoft
AgencyBloc
Sales & CRM
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Send Slack channel messages and create organizations in Issuetrak for newly updated HubSpot deals
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 Group
Triggers when a new group is created.
Try ItTriggerPolling - New User
Triggers when a new user is created.
Try ItTriggerPolling - Should this Group be Agent Only?
- Group ID
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Primary OrganizationRequired
ActionWrite- User IID
- Groups to remove from the userRequired
ActionWrite
- New Organization
Triggers when a new Organization is created.
Try ItTriggerPolling - IID of Group To UpdateRequired
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
ActionWrite- User IID
- Groups to add to the userRequired
ActionWrite- Group IID
- Organizations to add to the groupRequired
- Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow members of the group to see (in lists) users in the selected OrganizationsRequired
ActionWrite
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