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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "Triggers When a Tag Is Added" from Rally Corp.
Add your action
An action happens after the trigger—such as "Create Individual in CRM" in MemberSuite.
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Zapier seamlessly connects Rally Corp and MemberSuite, 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.
- Tag NameRequired
- Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)
Try ItTriggerInstant- Phone NumberRequired
- First Name
- Last Name
- Email
- Tags
- Notes
- Additional Custom Fields
ActionWrite- Email AddressRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- Phone Number TypeRequired
- Phone Number
- Individual StatusRequired
- Notes
ActionWrite
- Campaign NameRequired
- Phone NumberRequired
- First Name
- Last Name
- Additional Custom Fields
ActionWrite- Workflow KeywordRequired
- From NumberRequired
- To NumberRequired
ActionWrite
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