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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 "Clock In" from Connecteam.

Add your action

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

You’re connected!

Zapier seamlessly connects Connecteam and OrbisX, 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.

- Time Clock
  Required
Trigger
Instant
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- Form Name
  Required
Trigger
Instant
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- Scheduler
  Required
Trigger
Instant
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- Task Board
  Required
Trigger
Instant
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User Archived
Triggers when a user is archived
Trigger
Instant
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User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
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- Time Clock
  Required
- Assigned User
  Required
- Timezone
- Associated Job
  Required
Action
Write

- Scheduler
- Time Clock
- Title
  Required
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- Scheduler
  Required
- Shift title
  Required
- Color
- Shift Start
  Required
- Shift End
  Required
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time Clock
  Required
- Timezone
  Required
- Start Time
  Required
- End Time
  Required
- Associated Job
  Required
Action
Write
- User ID
  Required
- Title
- Text
  Required
Action
Write
- Conversation (Team/Channel)
  Required
- Sender (publisher)
  Required
- Text
  Required
Action
Write
- Form ID
  Required
- Form Submission ID
  Required
- Manager Fields
  Required
Action
Write
- Scheduler
  Required
- Shift ID
  Required
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form Name
  Required
Action
Search
- Job Name
- Job ID
Action
Search
- Form ID
  Required
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task Board
  Required
- Label Title
  Required
Action
Search
Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
Try It
- Invoice ID
  Required
Trigger
Polling
Try It
New Clients
Triggers when a new clients are created.
Trigger
Polling
Try It
- Form ID
Trigger
Polling
Try It
New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

- Time Clock
  Required
Trigger
Instant
Try It
- Form Name
  Required
Trigger
Instant
Try It
- Scheduler
  Required
Trigger
Instant
Try It
- Task Board
  Required
Trigger
Instant
Try It
New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
Try It
- Archive by phone number
  Required
- User ID
- Phone Number
Action
Write
- Time Clock
  Required
- Assigned User
  Required
- Timezone
Action
Write
- Scheduler
- Time Clock
- Title
  Required
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- Title
  Required
- Code
Action
Write
- Assigned Task Board
  Required
- Assigned Users
- Title
  Required
- Task Labels
- Task Status
  Required
- Start Time
  Required
- Due Date
  Required
- Description
- Title
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- User Type
  Required
- Email Address
- Send activation SMS
  Required
Action
Write
- Schedule ID
  Required
- Shift ID
  Required
Action
Write
- Recipient User
  Required
- Sender (publisher)
  Required
- Text
  Required
Action
Write
- Date
  Required
- User
  Required
- Indicator
  Required
- Value
  Required
Action
Write
- Assigned User
  Required
- Policy Name
  Required
- Balance
  Required
Action
Write
- Form Name
  Required
- Form Submission Id
  Required
Action
Search
- Scheduler ID
  Required
- Shift Start
  Required
- Shift End
  Required
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Events
Triggers when a new events are created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
Try It
New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write

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About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

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Related categories

Scheduling & Booking

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers