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How Zapier works
Zapier makes it easy to integrate OneLocal LocalContacts with PEP Cloud - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from OneLocal LocalContacts.
Add your action
An action happens after the trigger—such as "Create or Update Client" in PEP Cloud.
You’re connected!
Zapier seamlessly connects OneLocal LocalContacts and PEP Cloud, 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.
- Contact Created
Triggers when a new contact is added.
Try ItTriggerPolling - Contact ID
- External ID
- Full_name
- First Name
- Last Name
- Preferred Phone Number
- Phone Subscription
- Preferred Email
- Email Subscription
- Joined Date
- Last Active Date
ActionWrite- Field to Search ByRequired
- Search ValueRequired
- Contact ID
- External ID
- Full_name
- First Name
- Last Name
- Preferred Phone Number
- Phone Subscription
- Preferred Email
- Email Subscription
- Joined Date
- Last Active Date
ActionSearch or write- eBid Created
Triggers when an eBid is created.
Try ItTriggerInstant
- Contact FieldRequired
Try ItTriggerPolling- Field to Search ByRequired
- Search ValueRequired
ActionSearch- Client Created
Triggers when a new client is created.
Try ItTriggerInstant - eBid Lost
Triggers when an eBid is lost.
Try ItTriggerInstant
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