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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.
- An Agreement Event Has Occurred
Triggers when an agreement obligation or notification has been initiated.
Try ItTriggerInstant - Agreement IDRequired
- Document file name
- Document contents
- Document file extension
- Document file type
ActionWrite- Agreement IDRequired
- Obligation IDRequired
ActionWrite- Agreement Name
- Agreement ID
ActionSearch
- Agreement StatusRequired
Try ItTriggerInstant- Agreement IDRequired
- Term fields
- Viewable by all parties?Required
ActionWrite- Template IDRequired
ActionWrite- Agreement IDRequired
- Obligation NameRequired
ActionSearch