Close + Ezekia
Update Ezekia companies with new Close opportunities
Effortlessly keep your Ezekia company records up to date with this automation. When a new opportunity arises in Close, this workflow will update the corresponding company details in Ezekia, ensuring that your information always stays current and accurate. Improve your organization and data consistency without adding extra manual work to your routine.
Effortlessly keep your Ezekia company records up to date with this automation. When a new opportunity arises in Close, this workflow will update the corresponding company details in Ezekia, ensuring that your information always stays current and accurate. Improve your organization and data consistency without adding extra manual work to your routine.
- When this happens...
New OpportunityTriggers when a new opportunity is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update CompanyUpdate an existing company record
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Outcome
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
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
Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Billing Contact Added
Triggers when a billing contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Education Added to Person
Triggers when a new qualification/education is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Locked
Triggers when a fixed fee is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Updated
Triggers when a fixed fee is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Locked
Triggers when an invoice is locked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Converted to Opportunity
Triggers when a list is converted to an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Document Uploaded
Triggers when an person document or resume is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPerson Position Updated
Triggers when a position belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Deleted
Triggers when a revenue is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Base Salary Amount
Base Salary Currency
Interim Rate Amount
Interim Rate Currency
NED Rate Amount
NED Rate Currency
Bonus Percentage
Notice Period
Probono
Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Position TypeRequired
Careers
industries
Locations
Status
NED Classification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Website URLRequired
TitleRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Old Email AddressRequired
New Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Link IDRequired
Website URLRequired
TitleRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Reference Number
Number Pattern Info
Invoice Number
AmountRequired
DescriptionRequired
TagRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
CurrencyRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Owner ID
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
LabelRequired
Project ID
Company
Owner
Description
Industries
List
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
AssigneesRequired
Due DateRequired
TimezoneRequired
PrivateRequired
TagRequired
ID
Label
Recursion Type
Recursion Frequency
Recursion Days
Note
Priority
Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Phone IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
TypeRequired
NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Fixed FeeRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
SubjectRequired
Note
Start Date/TimeRequired
End Date/TimeRequired
TimezoneRequired
Location
Agenda
TagRequired
PrivateRequired
SensitivityRequired
All DayRequired
Details
Include DetailsRequired
Include NameRequired
ID
Label
ID
Type
Full Name
Email
Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Title
First NameRequired
Last nameRequired
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
Owner ID
Resume/CV fileRequired
Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Revenue IdRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTypeRequired
Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssignment Converted to List
Triggers when an assignment is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assignment Document Uploaded
Triggers when an assignment document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Billing Contact Deleted
Triggers when a billing contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Document Uploaded
Triggers when a company document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany Updated
Triggers when a company is updated on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Unlocked
Triggers when an invoice is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Converted to Assignment
Triggers when a list is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Document Uploaded
Triggers when a list document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fixed Fee Created
Triggers when a new fixed fee is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Revenue Created
Triggers when a new revenue is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Converted to List
Triggers when an opportunity is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPerson Position Deleted
Triggers when a position belonging to a person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Position Added to Person
Triggers when a new position is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Locked
Triggers when a revenue is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Unlocked
Triggers when a revenue is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Custom FieldRequired
LabelTypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom FieldRequired
ValueRequired
LabelTypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
Label
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Website URLRequired
TitleRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Phone NumberRequired
LabelRequired
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Primary
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Link IDRequired
Website URLRequired
TitleRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Phone IDRequired
Phone NumberRequired
LabelRequired
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Note
Start Date/TimeRequired
End Date/TimeRequired
TimezoneRequired
Location
Agenda
TagRequired
PrivateRequired
SensitivityRequired
All DayRequired
Details
Include DetailsRequired
Include NameRequired
ID
Label
ID
Type
Full Name
Email
Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner ID
Project ID
Project Type
Resume/CV fileRequired
Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
FromRequired
ToRequired
Cc
Bcc
SubjectRequired
BodyRequired
Microsoft Graph ID
Microsoft Graph Message ID
Created At
Attachments
Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
TemplateRequired
Due DateRequired
Number Pattern Info
Invoice NumberRequired
LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
InvoiceRequired
Reference Number
Number Pattern Info
Invoice Number
CurrencyRequired
AmountRequired
TagRequired
DescriptionRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
PrimaryRequired
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
LabelRequired
Project NameRequired
Project ID
Owner
Company
Description
Industries
List ID
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
TitleRequired
AssigneesRequired
Due DateRequired
TimezoneRequired
PrivateRequired
TagRequired
ID
Label
Recursion Type
Recursion Frequency
Recursion Days
Note
PriorityRequired
DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project, company or person IDRequired
TypeRequired
FileRequired
Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Level
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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