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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.
- Fetch Clients
Triggers when there is a new client in our system.
Try ItTriggerPolling - Fetch Leads Status
Triggers when there is a new lead status in our system.
Try ItTriggerPolling - Fetch States
Triggers when there is a state in our system.
Try ItTriggerPolling - Agent IdRequired
- ClientRequired
- Client NoteRequired
- is Important
- EnvironmentRequired
ActionWrite
- Fetch Leads
Triggers when there is a new lead in our system.
Try ItTriggerPolling - Fetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Try ItTriggerPolling - Agent IdRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone NumberRequired
- Business NameRequired
- Payment GatewayRequired
- Business Address Line 1Required
- Business Address Line 2
- Business CityRequired
- Business StateRequired
- Business Postal CodeRequired
- Billing Address Line 1Required
- Billing Address Line 2
- Billing CityRequired
- Billing StateRequired
- Billing Postal CodeRequired
- Payment Overdue Grace Period In DaysRequired
- Minimum Contracts In MonthRequired
- Website
- Additional Phone
- Admin Note
- Account Manager's Name
- Account Manager's Name
- EnvironmentRequired
ActionWrite- Agent IdRequired
- First NameRequired
- Last NameRequired
- Business NameRequired
- Phone NumberRequired
- EmailRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Postal CodeRequired
- EnvironmentRequired
ActionWrite
Ideality Help & Support
Common questions
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