Put Broadly to work with AI and enterprise-grade automation
Automate smarter with Broadly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Act!
CRM (Customer Relationship Management)
BookingKoala
Scheduling & Booking
Insightly
CRM (Customer Relationship Management)
WhatConverts
CRM (Customer Relationship Management)
PracticePanther Legal Software
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Wave
Accounting
Keap
CRM (Customer Relationship Management)
ServiceTitan
CRM (Customer Relationship Management)
Act!
CRM (Customer Relationship Management)
BookingKoala
Scheduling & Booking
Insightly
CRM (Customer Relationship Management)
WhatConverts
CRM (Customer Relationship Management)
PracticePanther Legal Software
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Act!
CRM (Customer Relationship Management)
BookingKoala
Scheduling & Booking
Insightly
CRM (Customer Relationship Management)
WhatConverts
CRM (Customer Relationship Management)
PracticePanther Legal Software
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Wave
Accounting
Keap
CRM (Customer Relationship Management)
ServiceTitan
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Note for Business App as Trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
ActionWrite
- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Business IDRequired
- Given Name
- Surname
- Preferred Name
- Full Name
- Email
- Phone
- Customer Since
- Subscribed
- Promoter
- Last Transaction
- Provider Name
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
ActionWrite
For builders
Let your AI safely access Broadly
Go beyond Zap workflows. Install Zapier in your AI to call Broadly actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Broadly from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Broadly actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Broadly connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "broadly", owner: "me" });
await zapier.runAction({
app: 'broadly',
action: 'crmActivity',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Broadly Help & Support
Common questions
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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