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How Zapier works
Zapier makes it easy to integrate CROSStrax with Sub-Zap 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 "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects CROSStrax and Sub-Zap 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- Input / Argument List
- Zap_id
Try ItTriggerInstant
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