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How Zapier works
Zapier makes it easy to integrate Surefire with Zoom - 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 "New Customer" from Surefire.
Add your action
An action happens after the trigger—such as "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Surefire and Zoom, 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 Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Post
Triggers when a new post is created.
Try ItTriggerPolling - First NameRequired
- Last Name
- PostcodeRequired
- Email AddressRequired
- Mobile PhoneRequired
- Customer StatusRequired
- Market SourceRequired
- Receive Notification
ActionWrite- Meeting TypeRequired
Try ItTriggerInstant
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - Appointment TypeRequired
- Appointment ReferenceRequired
- Customer IdRequired
- Staff IDRequired
- Notes
- Start DateRequired
- End DateRequired
ActionWrite- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- Home Phone Number
- PostcodeRequired
- Description
ActionWrite- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerInstant
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