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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 Closed" from Social Intents.

Add your action

An action happens after the trigger—such as "Create Client" in CLG App.

You’re connected!

Zapier seamlessly connects Social Intents and CLG App, 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 Widget
  Required
Trigger
Instant
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- Chat Widget
  Required
Trigger
Instant
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Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write

- Email or Phone
  Required
Action
Search
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Search or write

- App Widget
  Required
Trigger
Instant
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Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
Try It
Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Write
- Lead
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Street Number
  Required
- Street Name
  Required
- Zip
  Required
- State
- City
- SSN
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or 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 Social Intents and CLG App 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.

Learn how to automate Social Intents on the Zapier blog

Make work flow with AI

Level up your Social Intents to CLG App integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Social Intents

Social Intents lets you live chat with your customers in real-time to provide exceptional service.

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Related categories

Customer Support

About CLG App

CLG App is a cloud-based software and CRM for the credit repair industry designed for credit consultants and starting a credit repair business.