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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from XAPP AI.

Add your action

An action happens after the trigger—such as "Action Account" in SAM.ai.

You’re connected!

Zapier seamlessly connects XAPP AI and SAM.ai, 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.

New Lead
Triggers when a new lead is received.
Trigger
Instant
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Active Categories
Triggers when a new category(ies) is created.
Trigger
Polling
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Active Leads
Triggers when new lead(s) is added.
Trigger
Polling
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Active Opportunities
Triggers when new opportunity(s) is added.
Trigger
Polling
Try It
Update Contacts
Triggers when contact(s) is updated.
Trigger
Polling
Try It

- Account Name
  Required
- Account Phone
- Account Fax
- Street
- City
- State/Province
- Country
- Account Description
Action
Write
- Salutation
- First Name
  Required
- Last Name
- Company
- Job Title
- Email
  Required
- Phone
- City
- State/Province
- Zip/Postal Code
- Country
- Case Number
Action
Write

- Opportunity Name
  Required
- Stage
  Required
- Close Date
  Required
- Description
Action
Write

Active Accounts
Triggers when new account(s) is added.
Trigger
Polling
Try It
Active Contacts
Triggers when new contact(s) is added.
Trigger
Polling
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Active Notes
Triggers when new note(s) is added.
Trigger
Polling
Try It
Active Tasks
Triggers when new task(s) is added.
Trigger
Polling
Try It
Update Leads
Triggers when lead(s) is updated.
Trigger
Polling
Try It
- Salutation
- Last Name
  Required
- First Name
- Title
- Email
- Phone
- Mobile Phone
- Fax
- Street
- City
- State/Province
- Zip/Postal Code
- Country
- Contact Description
Action
Write
- Salutation
- First Name
- Last Name
  Required
- Title
- Company
  Required
- Lead Status
  Required
- Email
- Phone
- Mobile Phone
- Fax
- Street
- City
- State/Province
- Zip/Postal Code
- Country
- Description
Action
Write
- Stage
- Opportunity
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect XAPP AI and SAM.ai to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your XAPP AI to SAM.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About XAPP AI

XAPP AI leverages the power of AI for your website and business profile. Send new leads, booking requests to your preferred destination

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About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.