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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 Lead" from OptinMonster.

Add your action

An action happens after the trigger—such as "Add Client" in Ideality.

You’re connected!

Zapier seamlessly connects OptinMonster and Ideality, 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.

- Campaign
  Required
- Integration Display Name
Trigger
Instant
Try It
Fetch Leads
Triggers when there is a new lead in our system.
Trigger
Polling
Try It
Fetch Payment Gateways
Triggers when there is a new payment gateway in our system.
Trigger
Polling
Try It
- Agent Id
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
  Required
- Business Name
  Required
- Payment Gateway
  Required
- Business Address Line 1
  Required
- Business Address Line 2
- Business City
  Required
- Business State
  Required
- Business Postal Code
  Required
- Billing Address Line 1
  Required
- Billing Address Line 2
- Billing City
  Required
- Billing State
  Required
- Billing Postal Code
  Required
- Payment Overdue Grace Period In Days
  Required
- Minimum Contracts In Month
  Required
- Website
- Additional Phone
- Admin Note
- Account Manager's Name
- Account Manager's Name
- Environment
  Required
Action
Write
- Agent Id
  Required
- First Name
  Required
- Last Name
  Required
- Business Name
  Required
- Phone Number
  Required
- Email
  Required
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Postal Code
  Required
- Environment
  Required
Action
Write

Verify Trigger
Create an request to verify the fetched data from trigger.
Action
Write

Fetch Clients
Triggers when there is a new client in our system.
Trigger
Polling
Try It
Fetch Leads Status
Triggers when there is a new lead status in our system.
Trigger
Polling
Try It
Fetch States
Triggers when there is a state in our system.
Trigger
Polling
Try It
- Agent Id
  Required
- Client
  Required
- Client Note
  Required
- is Important
- Environment
  Required
Action
Write
- Agent Id
  Required
- Lead
  Required
- New Status
  Required
- Environment
  Required
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

6 mins

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

Connect OptinMonster and Ideality 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.

Make work flow with AI

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

Learn about AI automation

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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About Ideality

Ideality is a local listing management software for agencies and companies.

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