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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.
- Record Created
Triggers when a record is created.
Try ItTriggerInstant - Create Record
Creates a new record.
ActionWrite - Update Record
Updates an existing record.
ActionWrite - Download Document by ID
Downloads a document by ID.
ActionSearch
- Record Updated
Triggers when a record is updated. Based on a field of your choosing.
Try ItTriggerInstant - MethodRequired
- Path Help
- PathRequired
ActionWrite- Record IDRequired
- Returned Field(s)
- Upload FileRequired
- Document Name (including extension)Required
- Doc LabelRequired
- Doc Type ID
ActionWrite- Find Record
Searches for records by a field and value of your choosing.
ActionSearch
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