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How Zapier works
Zapier makes it easy to integrate Schedule by Zapier with SimplyConvert - 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 "Custom Frequency" from Schedule by Zapier.
Add your action
An action happens after the trigger—such as "Add Document" in SimplyConvert.
You’re connected!
Zapier seamlessly connects Schedule by Zapier and SimplyConvert, 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.
- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Try ItTriggerInstant- Time Offset
- Trigger on weekends?
Try ItTriggerInstant- Day of the WeekRequired
- Time of DayRequired
Try ItTriggerInstant- Case UUIDRequired
- FileRequired
- FilenameRequired
- Document Type
- Document Status
- Page Range
ActionWrite
- Time of DayRequired
- Trigger on weekends?
Try ItTriggerInstant- Day of the MonthRequired
- Time of DayRequired
Try ItTriggerInstant- Subscription NameRequired
- EventRequired
- HTTP Username
- HTTP Password
- Tags
Try ItTriggerInstant- First Name
- Last Name
- Email
- Secondary Email
- Phone
- Secondary Phone
- Street
- Street 2
- City
- State
- Zip Code
- Social Security Number
- Relation to Injured
- First Name of Injured
- Last Name of Injured
- Email of Injured
- Phone of Injured
- Birthday of Injured
- Date of Death
- State of Injury
- SSN of Injured
- Details
- Status ID
- Portal Status
- Litigation ID
- Evaluate Case
- Archived
- Information
- Conditions
- Products
- SOL Trigger Date
- Procedure Date
- Procedure Followup Date
- Procedure Date 2
- Tags
- Meta
- External Data
- Lead Source
- Company UUID
- Insert as Referral
- Referred from Company UUID
- Referred to Company UUID
ActionWrite
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