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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 "New Ticket Created" from ExpertConnect.

Add your action

An action happens after the trigger—such as "Close Sales Cycle" in OnePageCRM.

You’re connected!

Zapier seamlessly connects ExpertConnect and OnePageCRM, 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.

- Company
  Required
- Filter by Team
Trigger
Instant
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- Company Id
  Required
- Filter by Team
Trigger
Instant
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- Company
  Required
- Filter by Team
Trigger
Instant
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- Company
  Required
- Filter by Team
Trigger
Instant
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- Company
  Required
- Filter by Team
Trigger
Instant
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- Company
  Required
- Contact Id
  Required
- Segment Id
  Required
Action
Write
- Company Id
  Required
- Ticket ID
  Required
Action
Write

- Company Id
  Required
- Ticket Id
  Required
- Message
  Required
Action
Write
- Company Id
  Required
- Tag Name
  Required
- Parent Tag
Action
Write
- Company Id
  Required
- Contact Id
  Required
Action
Write
- Company Id
  Required
- Page Number
  Required
- Page Size
  Required
- Filter by First Name
- Filter by Last Name
- Filter by Organization
- Filter by Account
- Filter by External Id
Action
Write
- Company Id
  Required
- Ticket Id
  Required
Action
Write
- Company Id
  Required
- Page Number
  Required
- Page Size
  Required
- Filter by Advisor
- Filter by Team
- Filter by Status
- Filter by Created Date - Greater than or equal to
- Filter by Updated Date - Great Than or Equal To
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Team
  Required
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Tag Id
  Required
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Ticket Title
- Description
- Resolution
- Archive Status
Action
Write
- Company
  Required
- Segment Name
  Required
Action
Search
- Company Id
  Required
- Phone Number
  Required
Action
Search
- Company Id
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Country Code
- Phone Number
- Email
- Organization
- Account
- External Id
Action
Search or write
Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
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- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
  Required
- Comment
Action
Write
- Contact ID
  Required
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact ID
  Required
- Name
  Required
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write

- Company
  Required
- Filter by Team
Trigger
Instant
Try It
- Company
  Required
- Filter by Team
Trigger
Instant
Try It
- Company
  Required
- Filter by Team
Trigger
Instant
Try It
- Company
  Required
- Filter by Team
Trigger
Instant
Try It
- Company
  Required
- Filter by Team
Trigger
Instant
Try It
- Company Id
  Required
- Ticket Id
  Required
- Tag Id
  Required
Action
Write
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- Country Code
- Phone Number
- Email
- Organization
- Account
- External Id
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Private Note
  Required
Action
Write
- Company Id
  Required
- Ticket title
  Required
- Description
  Required
- Contact Id
- Country Code
- Phone Number
- Email
- Team
- Advisor
- Product
- Machine Hours
- Serial Number
- Miscellaneous
- Resolution
Action
Write
- Company Id
  Required
- Contact Id
  Required
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Note Id
  Required
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Page Number
  Required
- Page Size
  Required
Action
Write
- Company Id
  Required
- Ticket Id
  Required
- Advisor
  Required
Action
Write
- Company
  Required
- Contact Id
  Required
- Segment Id
  Required
Action
Write
- Company Id
  Required
- Contact Id
  Required
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Organization
- Account
- External Id
Action
Write
- Company Id
  Required
- Email Address
  Required
Action
Search
- Company
  Required
- Tag Name
  Required
Action
Search
- Company Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Country Code
- Phone Number
- Organization
- Account
- External Id
Action
Search or write
- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Contact ID
  Required
- Text
  Required
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write
- Contact ID
  Required
- Text
  Required
Action
Write
- Deal ID
  Required
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write

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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 ExpertConnect and OnePageCRM 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

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 OnePageCRM on the Zapier blog

Make work flow with AI

Level up your ExpertConnect to OnePageCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ExpertConnect

ExpertConnect is a customer service platform for John Deere dealers.

HelpHelp

Related categories

Customer Support

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect ExpertConnect and OnePageCRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ExpertConnect and OnePageCRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate OnePageCRM on the Zapier blog

Close more deals and Get Things Done with OnePageCRM

Make work flow with AI

Connect ExpertConnect to OnePageCRM on the world's largest no-code automation platform