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Choose a Trigger

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 "Note Added" from tl;dv.

Add your action

An action happens after the trigger—such as "Cancellation Contract" in CustomerX.

You’re connected!

Zapier seamlessly connects tl;dv and CustomerX, 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.

- Note tags
Trigger
Instant
Try It
Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
Try It
- External Id Contract
  Required
- Reason of Cancellation
  Required
Action
Write
- External Id Client
  Required
- Description
  Required
- Start Date
  Required
- Final Date
- Contract Value
  Required
- Date Sale
  Required
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id Client
  Required
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write

- External Id
  Required
- External ID Ticket
  Required
- Title
  Required
- Description
  Required
- Type Activity
  Required
- Date Registration
  Required
- Status
  Required
Action
Write
- External Id
  Required
- E-mail
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

- External Id Client
  Required
- Type of Tracking
  Required
- Identifier
  Required
- Email Contact
  Required
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id Ticket (ID External of UPDATE)
  Required
- External Id Client
- External Id Contact
- Title
- Description
- Type Ticket
- Date Opening
- Status
- Priority
- Name Of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

Recording Added
Triggers when a new recording is created.
Trigger
Instant
Try It
- Recording name
  Required
- Recording file or recording download URL
  Required
Action
Write
- External Id Client
- Company Name
  Required
- Date Register
  Required
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- Id External of Contract
  Required
- Description of Additive
  Required
- Date Initial of Additive
  Required
- Date Sale of Additive
  Required
- Value of Additive
  Required
- Type Additive
  Required
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan Id
- Renew in Days
Action
Write
- Note
  Required
- Date Response
  Required
- Date Send
  Required
- Email User
  Required
- Observation
Action
Write
- Name
  Required
- Email
  Required
- Type of Contact
  Required
- Id External of Client
- CNPJ/CPF
- Birthday
Action
Write
- External Id
- External Id Client
  Required
- External Id Contact
  Required
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
- Description
- Date issue
- Date due
- Value
- Status
- Date payment
- Discont Paid
- Amount paid
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect tl;dv and CustomerX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate tl;dv on the Zapier blog

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About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

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Related categories

AI Meeting Assistants

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers

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