Triggers when a new user created.
Triggers when a new activity is created.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new record is created for custom selected module.
Select ModuleRequired
Triggers when a new activity update is found.
Triggers when a new contact update is found.
Triggers when a record is updated for selected custom module.
Adds Note based on previous step.
Module NameRequired
Object IdRequired
Note
Creates a new Activity, probably with input from previous steps.
Teammates
Participants
Creates a new Contact, probably with input from previous steps.
Creates a new Custom Module Record, probably with input from previous steps.
Update Activity, probably with input from previous steps.
Enter the Activity IdRequired
Update Contact, probably with input from previous steps.
Enter the Contact IdRequired
Update Deal, probably with input from previous steps.
Enter the Deal IdRequired
Update Record, probably with input from previous steps.
Enter the Record IdRequired
Searches Total Rows in Company
Searches Total Rows in Deal
Finds an activity based on different fields
Finds a contact based on different fields
Finds a Record based on different fields
Search or create Company, if does not exist. Optionally, create one if none are found.
Search or Create a deal , if deal does not exist.
Find an User based on different fields.
NameRequired
x
Get account information like owner and available credits.
Set up rules to specify when this Zap can continue running.
Only continue if...Required
Triggers when a user is de-activated.
Triggers when a new activity note is created.
Triggers when a new company note is created.
Triggers when a new contact note is created.
Triggers when a new deal note is created.
Triggers when a new note is created for selected custom module
Triggers when a new company update is found.
Triggers when a new deal update is found.
Created new User, probably with input from previous step.
Creates a new Company, probably with input from previous steps.
Creates a new Deal, probably with input from previous steps.
Select a random user from active user
Update Company, probably with input from previous steps.
Enter the Company IdRequired
Updates a note based on previous step.
Note IdRequired
Searches Total Rows in Activities
Searches Total Rows in Contacts
Searches Total Rows of Selected Custom Module
Finds a company based on different fields
Finds a deal based on different fields
Search or create Activity , if activity does not exist.
Search or create Contact , if contact does not exist.
Search or create custom module Record , if record does not exist.
Verify an Email Address
Email AddressRequired
SMTP
Accept-All