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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Chat Lead Updates" from Chat Agents.

Add your action

An action happens after the trigger—such as "Add Call Notes" in Rocket Agents.

You’re connected!

Zapier seamlessly connects Chat Agents and Rocket Agents, 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.

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
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New Call Note
Triggers when a call note is added.
Trigger
Polling
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New Note
Triggers when a note is added.
Trigger
Polling
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SMS Received
Triggers when an SMS is received.
Trigger
Polling
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- Email
  Required
- Call Description
  Required
- Call Outcome
- Call Duration
Action
Write

- Phone
  Required
- Email
- First Name
- Last Name
- Full Name
- Address
- City
- State
- Postal Code
- Notes
- Buyer Lead
- Seller Lead
- Source
Action
Write

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Polling
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New Property Request
Triggers when new property request is added.
Trigger
Polling
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Stage Changed
Triggers when a stage is changed.
Trigger
Polling
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- Email
  Required
- Notes
  Required
- Alert Agents?
- Alert Lenders?
- Alert Vendors?
- Alert Assistants?
Action
Write
- Email
  Required
- Phone
- First Name
- Last Name
- Full Name
- Address
- City
- State
- Postal Code
- Buyer Lead
- Seller Lead
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Chat Agents and Rocket Agents 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.

Make work flow with AI

Level up your Chat Agents to Rocket Agents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

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Related categories

Customer Support

About Rocket Agents

RocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM