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103 Payments Application

“This is our 2nd most used zap, this is when a customer applies for QB Payments and the information is moved to the right workflow, the agent, insightly, and an email. .”

Carrie Kahncreated by Carrie Kahn

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 12 steps …

  • Step 1 - Trigger

    Anytime a new record is created in Caspio

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Get in Your App

  • Step 5 - Action

    Send email in Your App

  • Step 6 - Action

    Format my data in Formatter by Zapier

  • Step 7 - Action

    Create record in Insightly

  • Step 8 - Action

    Create record in Insightly

  • Step 9 - Action

    Create record in Insightly

  • Step 10 - Action

    Use storage for my data in Storage by Zapier

  • Step 11 - Action

    Post in Your App

  • Step 12 - Action

    Custom request in Your App

    • 6.5 minutes to set up
    • Get back 8.8 hrs /week
    • 14 people use this app pairing

    This Zap uses the following 6 apps

    • Logo Caspio
    • Logo Filter by Zapier

    More ways to use these popular apps!

    Check out all the other ways you can connect Caspio and Filter by Zapier,
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