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Choose a Trigger
Choose an Action
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ZeeRM
ZeeRM
1. Choose trigger event
Filter by Zapier
Filter by Zapier
2. Choose action
1. Select the event
Setup
Test
ZeeRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from ZeeRM.
Add your action
An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.
You’re connected!
Zapier seamlessly connects ZeeRM and Filter by Zapier, 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.
- Contact Created
Triggers when a Contact is Created.
Try ItTriggerInstant - Job Status Changed
Triggers when a Job Status is changed.
Try ItTriggerInstant - Lookup Key - Email AddressRequired
- Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type ID
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
ActionWrite- Customer - Company Name
- Customer - First Name
- Customer - Last Name
- Customer - Address Line 1
- Customer - Address Line 2
- Customer - City
- Customer - State or Province
- Customer - Postal Code
- Customer - Country ID
- Customer - Email Address
- Customer - Cell Phone
- Customer - Home Phone
- Customer - Notes
- Customer - Ok to send Emails
- Lead - Lead Source IDRequired
- Lead - Sub Lead Source ID
- Lead - Inquiry Type ID
- Lead - Request Type ID
- Lead - Validate Only
- Job - Postal CodeRequired
- Job - Notes
- Job - Construction TypeRequired
ActionWrite
- Contact Updated
Triggers when a Contact is Updated.
Try ItTriggerInstant - Lead Created
Triggers when a Lead is Created.
Try ItTriggerInstant - Contact - External Contact ID
- Contact - Company Name
- Contact - First Name
- Contact - Last Name
- Contact - Address Line 1
- Contact - Address Line 2
- Contact - City
- Contact - State
- Contact - Postal Code
- Contact - Country ID
- Contact - Home Phone Number
- Contact - Work Phone Number
- Contact - Cell Phone
- Contact - Email Address
- Contact - Comments
- Contact - Mailing List Email
- Contact - Mailing List Postal
- Contact - Mailing List Transactional
- Contact - Type IDRequired
- Contact - Industry Type ID
- Contact - Status ID
- Contact - Sub Status ID
- Contact - Lead Source ID
- Contact - Sub Lead Source ID
- Contact - Job Title
- Contact - Department
- Contact - Manager
- Contact - Office
ActionWrite- Lookup Key - Email AddressRequired
- Lead External ID
- Lead Source Category
- Lead Source Sub Category
- Lead Inquiry Type
- UTM Source
- Customer Company
- Customer First Name
- Customer Last Name
- Customer Address Line 1
- Customer Address Line 2
- Customer City
- Customer State
- Customer Postal Code
- Customer Country ID
- Customer Home Phone
- Customer Work Phone
- Customer Cell Phone
- Customer Email
- Customer Notes
- Customer Mailing List Postal
- Customer Mailing List Email
- Job Address Line 1
- Job Address Line 2
- Job City
- Job State
- Job Postal Code
- Job Country ID
- Job Notes
- Job Construction Type ID
ActionWrite
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Connect ZeeRM and Filter by Zapier 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.
Learn how to automate Filter by Zapier on the Zapier blog
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