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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.
- Client Name Search (Optional)
- ClientRequired
- Client Folder
- Include SubfoldersRequired
- Uploaded SinceRequired
Try ItTriggerPolling- Client NameRequired
- DBA NameRequired
- Client Point of Contact Email AddressRequired
- Primary IndustryRequired
- Secondary IndustryRequired
- Accounting SoftwareRequired
- Firm Name Search (Optional)
- FirmRequired
- Accepting TermsRequired
ActionWrite- Client Name Search (Optional)
- ClientRequired
- Client Email AddressRequired
- User RoleRequired
ActionWrite- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
ActionSearch
- Assignee Email
- Task Name
- Firm Name Search (Optional)
- Firm
- Client Name Search (Optional)
- Client
- Status
- Created or Updated SinceRequired
Try ItTriggerPolling- Client Name Search (Optional)
- ClientRequired
- User Name or Email Search (Optional)
- Assignee EmailRequired
- Task NameRequired
- Instructions
- Days Till DueRequired
ActionWrite- Firm Name Search (Optional)
- Firm Id
- Client Name
ActionSearch- Client Name Search (Optional)
- Client Id
- User Name or EmailRequired
ActionSearch
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