Connect Circle and CRM in Cloud to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Circle to CRM in Cloud with a Zapier template.
Our most popular template
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Circle with CRM in Cloud - no code necessary. See how you can get setup in minutes.






Choose a trigger
A trigger is the event that starts your Zap—like a "Member Removed" from Circle.
Add your action
An action happens after the trigger—such as "Create or Update Activity" in CRM in Cloud.
You’re connected!
Zapier seamlessly connects Circle and CRM in Cloud, 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.
- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - CommunityRequired
- Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Access GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- EmailRequired
- Member Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course SpaceRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- Post Name
- Post Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- User EmailRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member TagRequired
- User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member IDRequired
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member EmailRequired
- Member TagRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member EmailRequired
- Space GroupRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
- Anagraphic TypeRequired
- Email typeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- The unique id of the Catalog
- Product code
- Product name
- Active product
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Unique id of the Contact
- Name
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- Country
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Opportunity
- Name
- Amount
- Approval User Note
- Category
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Activity
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- Company Unique Id
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Company description
- Country
- Currency
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The Unique id
- Name
- Surname
- Company
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Country
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Quote
- Quote subject
- Date
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Currency
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Language
- Notes
- only Company, Contact, or Lead (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Space
- Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- NameRequired
- Description
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Password
- Name
- CommunityRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Access GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EventRequired
- Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EventRequired
- Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EventRequired
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community IdRequired
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member EmailRequired
- SpaceRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The unique id of the Activity
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Unique Id
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Company description
- Country
- Currency
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Unique id
- Name
- Surname
- Company
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Country
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The unique id of the Quote
- Quote subject
- Date
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Currency
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Language
- Notes
- only Company, Contact, or Lead (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List IDRequired
- Anagraphic TypeRequired
- Anagraphic ID
- Email type
- Anagraphic email
- Anagraphic name
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Catalog
- Product code
- Product name
- Active product
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The Unique id of the Contact
- Name
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- Country
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- OperatorRequired
- Filter valueRequired
- The unique id of the Opportunity
- Name
- Amount
- Approval User Note
- Category
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
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 Circle and CRM in Cloud 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

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation
