ClientPoint + Zapier Tables

Create ClientPoints in ClientPoint from new records in Zapier Tables

Use this seamless workflow to keep your client details up to date in ClientPoint as soon as a new record is added in Tables by Zapier. No need for manual entries or cross-checking - as new records emerge in Zapier Tables, they are instantly turned into fresh ClientPoint entries. Simplify your client management process and make your business operations more efficient.

When this happens...
New Record
Triggers when a new record is added to a table.
TriggerInstant
automatically do this!
Create ClientPoint
Triggers when a new Clientpoint is Created.
ActionWrite

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Supported triggers and actions

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
Clientpoint Signed
Triggers when a ClientPoint is signed.
Trigger
Instant
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ClientPoint Updated
Triggers when a Clientpoint is Updated.
Trigger
Instant
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- ClientPoint IDRequired
Action
Write
- NameRequired
- RevenueRequired
- Assigned to emailRequired
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- Host User
Action
Write
- ClientPoint IDRequired
- NameRequired
- RevenueRequired
- Assigned to emailRequired
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write
ClientPoint Created
Triggers when a new Clientpoint is Created.
Trigger
Instant
Try It
- Proposal IDRequired
- LinkRequired
- File NameRequired
- Link typeRequired
Action
Write
- ClientPoint IDRequired
- Comment TextRequired
- Select TypeRequired
- EmailRequired
Action
Write
- ClientPoint IDRequired
- File IDRequired
- JSON Data (Merge fields)
Action
Write
- ClientPoint IDRequired
- File nameRequired
- Select a fileRequired
- Enable esign in upload file.Required
- File Type.Required
Action
Write

About ClientPoint

ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.

Related categories

CRM (Customer Relationship Management)

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

ClientPoint + Zapier Tables

Create ClientPoints in ClientPoint from new records in Zapier Tables

Supported triggers and actions

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

Clientpoint Signed

ClientPoint Updated

Approve ClientPoint

Create ClientPoint

Update ClientPoint

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

ClientPoint Created

Add Link (Embed)

Clientpoint Notes

Document Generation

Upload File

About ClientPoint

Related categories

About Zapier Tables

Related categories