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Slack
Team Chat
Adafruit IO
Devices
Google Sheets
Google, Spreadsheets
Watershed LRS
Analytics
Fingbox
Devices
Gmail
Email, Google
Google Calendar
Calendar, Google
Google Drive
File Management & Storage, Google
HubSpot
Marketing Automation
Slack
Team Chat
Adafruit IO
Devices
Google Sheets
Google, Spreadsheets
Watershed LRS
Analytics
Fingbox
Devices
Gmail
Email, Google
Slack
Team Chat
Adafruit IO
Devices
Google Sheets
Google, Spreadsheets
Watershed LRS
Analytics
Fingbox
Devices
Gmail
Email, Google
Google Calendar
Calendar, Google
Google Drive
File Management & Storage, Google
HubSpot
Marketing Automation
Join millions worldwide who automate their work using Zapier
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.
- Customer State Change
Triggers when a customer state changes.
Try ItTriggerInstant - Sales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Try ItTriggerInstant - Customer NameRequired
- Customer Phone NumberRequired
ActionWrite
- Loan State Change
Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
Try ItTriggerInstant - Customer IDRequired
ActionWrite- Customer IDRequired
ActionSearch
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