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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 DealTriggers when a new deal is created. Try ItTriggerInstant
- Updated DealTriggers when an existing deal is updated. Try ItTriggerInstant
- New PlacementTriggers when a new placement is created. Try ItTriggerInstant
- New or Updated or Deleted ResourceTriggers when a resource is created, updated, or deleted. Try ItTriggerInstant
- New Deal NoteTriggers when a new note is added to a deal. Try ItTriggerInstant
- Launched PlacementTriggers when a placement is launched to a lender. Try ItTriggerInstant
- Updated PlacementTriggers when an existing placement is updated. Try ItTriggerInstant
- New Term SheetTriggers when a new term sheet is uploaded. Try ItTriggerInstant
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