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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 Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Updated Deal
Triggers when an existing deal is updated.
Try ItTriggerInstant - New Placement
Triggers when a new placement is created.
Try ItTriggerInstant - New or Updated or Deleted Resource
Triggers when a resource is created, updated, or deleted.
Try ItTriggerInstant
- New Deal Note
Triggers when a new note is added to a deal.
Try ItTriggerInstant - Launched Placement
Triggers when a placement is launched to a lender.
Try ItTriggerInstant - Updated Placement
Triggers when an existing placement is updated.
Try ItTriggerInstant - New Term Sheet
Triggers when a new term sheet is uploaded.
Try ItTriggerInstant
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