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Set up your first integration
Quickly connect CROSStrax to Email by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CROSStrax with Email by Zapier - 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 "New Case" from CROSStrax.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects CROSStrax and Email by Zapier, 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.
- New Case
Triggers when a new case generated.
Try ItTriggerPolling - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - New Case Note
Triggers when new note added on case.
Try ItTriggerPolling - Client/Company NameRequired
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Phone
- Fax
- Website
ActionWrite
- New Client
Triggers when new client added.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice generated.
Try ItTriggerPolling - Case TypeRequired
- Client/CompanyRequired
- Contact: Email
- Contact: First Name
- Contact: Last Name
- Claim NumberRequired
- Date Referred
- ServiceRequired
- Due Date
- Budget
- Address 1
- Address 2
- city
- State
- Zip
- Country
- Comment
- Phone
- Description
- Make
- Model
- Year
- Color
- Tag#
- State
- Vin
- Comment
ActionWrite- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant
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