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Choose an Action
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Kiflo PRM
Kiflo PRM
1. Choose trigger event
RAYNET CRM
RAYNET CRM
2. Choose action
1. Select the event
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Test
Kiflo PRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Business Plan Objective Updated" from Kiflo PRM.
Add your action
An action happens after the trigger—such as "Modifying Contacts - Account" in RAYNET CRM.
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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.
- Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a property on an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a new customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Changed
Triggers when a deal moves to a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a property on an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Added
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Refused
Triggers when a new lead is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Accepted
Triggers when a partner application is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Rejected
Triggers when a partner application is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Note Added
Triggers when a new note is added on a partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Created
Triggers when a new payout is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added to Program Level
Triggers when a partner as added to a new program level.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Team Member Added
Triggers when a new team member is added to an existing partner.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Updated
Triggers when a new transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Source partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Note
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Is note visible to partner?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create note onRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner Team MemberRequired
- Email TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Source partner
- Status
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- idRequired
- Name
- Rating
- Status
- Relation
- Individual person
- Last name of individual
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- companyClassification1
- companyClassification2
- companyClassification3
- Owner
- Category
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Economy activity
- ID no.
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Title before
- Name
- Last name
- Title after
- Security Level
- Owner
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Security Level
- Owner
- AccountRequired
- Contact
- Project
- Final Price
- Estimated costs
- Probability
- Open from
- Note
- Currency
- Exchange rate
- Category
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- BusinessCasePhase
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File UUID
- File name
- File type
- File size in bytes
- Link
- Link name
- Status
- Security Level
- Category
- Template
- Valid from
- Valid until
- LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Topic
- Priority
- Lead status
- Company name
- ID no.
- Name
- Last name
- Title before
- Title after
- Security Level
- Owner
- Contact source
- Category
- Note to lead
- Tags
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Sent out
- Description
- Tags
- Campaign name
- Source
- External ID
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Meeting outcome
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title before
- Name
- Last nameRequired
- Title after
- Security Level
- Owner
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Relationship Account record ID
- Relationship Account address ID
- Relationship note
- Relationship job title
- Tags
- Key Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Tags
- Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Security Level
- Owner
- CodeRequired
- CurrencyRequired
- Category
- Open fromRequired
- ClosedRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- NameRequired
- Unit
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Security Level
- Owner
- AccountRequired
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
- Category
- Status
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Security Level
- Owner
- AccountRequired
- Contact
- DealRequired
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Security Level
- Owner
- AccountRequired
- Contact
- DealRequired
- QuoteRequired
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Status
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- Tags
- ResolverRequired
- DeadlineRequired
- Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Name
- LastName
- Person
- ID number
- Owner
- Rating
- Status
- Relation
- Classification 1
- Classification 2
- Classification 3
- Category
- Economy activity
- Primary address email
- Primary address email 2
- GDPR template
- Without GDPR
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Path
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Code
- CompanyName
- LastName
- Email
- Email 2
- ID number
- Owner
- Lead date (greater than)
- Lead date (lower than)
- Status
- Lead phase
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- GDPR template
- Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Title
- Filtering mass emails by date sent (greater than)
- Filtering mass emails by date sent (lower than)
- Campaign name
- Source
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- NameRequired
- Last name of individual
- Individual person
- ID no.
- Owner
- RatingRequired
- StatusRequired
- RelationRequired
- Classification 1
- Classification 2
- Classification 3
- Category
- Economy activity
- Primary address email
- Primary address email 2
- GDPR template
- Without GDPR
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- Address name
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Path
- NameRequired
- Parent folder
- Category
- Security Level
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Meeting outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Phone call outcome
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- NameRequired
- Unit
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- CodeRequired
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- SubjectRequired
- AccountRequired
- Contact
- DealRequired
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Deadline (greater than)
- Deadline (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- ResolverRequired
- DeadlineRequired
- Task solution
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Added
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Accepted
Triggers when a new deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Note Added
Triggers when a new note is added on a deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Refused
Triggers when a new deal is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Accepted
Triggers when a new lead is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Note Added
Triggers when a new note is added on a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a new lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Application Added
Triggers when a new partner application is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Added
Triggers when a new partner is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Partner Updated
Triggers when a new partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payout Status Changed
Triggers when a payout status has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reward Created
Triggers when a new reward is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Added
Triggers when a new transaction is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Status
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner ApplicationRequired
- Has access to Kiflo?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Notifications About Changes.Triggers when record is added/changed/deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- RatingRequired
- StatusRequired
- RelationRequired
- Individual person
- Last name of individual
- First name of individual
- Title before the name of the individual
- Title after the name of the individual
- Salutation
- Security Level
- Tags
- Address name
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Classification 1
- Classification 2
- Classification 3
- Owner
- Category
- Contact source
- Employees number
- Legal form
- Payment term
- Turnover
- Economy activity
- ID no.
- Tax ID no.
- VAT ID no. For Slovak accounts
- Bank account
- Data box
- Reference number
- VAT payer
- Birthday/Anniversary
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Note to account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- BusinessCasePhase
- Security Level
- Owner
- Account
- Contact
- Project
- Final Price
- Estimated costs
- Probability
- Open from
- Closed
- Note
- Currency
- Exchange rate
- Category
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- Tags
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- File UUID
- File name
- File type
- File size in bytes
- Link
- Link name
- Status
- Security Level
- Category
- Template
- Valid from
- Valid until
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Email content
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent folder
- Category
- Security Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TopicRequired
- PriorityRequired
- Company name
- ID no.
- Name
- Last name
- Title before
- Title after
- Security Level
- Owner
- Contact source
- Category
- Note to lead
- Lead status
- Tags
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Notification Text
- Notification email addresses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Content of the letter
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Sent out
- Description
- Tags
- Campaign name
- SourceRequired
- External IDRequired
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Questions to discuss
- Tags
- Meeting outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Call description
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Phone call outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Security Level
- Owner
- Code
- Currency
- Category
- Open from
- Closed
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Unit
- Description
- VAT rate
- Category
- Product line
- Cost
- Standard price
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Status
- Security Level
- Owner
- Account
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
- Category
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Security Level
- Owner
- Account
- Contact
- Deal
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Note
- Category
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Security Level
- Owner
- Account
- Contact
- Deal
- Quote
- Final Price
- Status
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
- Id
- Name
- Product code
- Price list
- Selling price
- Tax rate
- Quantity
- Unit
- Discount [%]
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Priority
- Status
- Category
- Private Activity
- Account
- Deal
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Task description
- Tags
- Id
- Participant Owner
- Activity direction
- Contact
- Account
- Lead
- Contact
- Deadline
- Task solution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Code
- Name
- Account
- Project
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Estimated closing date (greater than)
- Estimated closing date (lower than)
- Status
- BusinessCasePhase
- BusinessCaseType
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
- FileTypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- First name
- Last name
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Owner
- Relationship Account name
- Relationship Account Id
- Relationship Contact Id
- User account Id
- Email
- Email
- GDPR template
- Without GDPR
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Code
- Primary
- Currency
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Name
- Unit
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Status
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Contact
- BusinessCase
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- Name
- Account
- Contact
- BusinessCase
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Delivery date (greater than)
- Delivery date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- Subject
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Deadline (greater than)
- Deadline (lower than)
ActionThis is an event a Zap performs.SearchFind existing data in your app- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Code
- SubjectRequired
- AccountRequired
- Project
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Estimated closing date (greater than)
- Estimated closing date (lower than)
- Status
- BusinessCasePhase
- BusinessCaseType
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Contact
- Final Price
- Estimated costs
- Probability
- Open from
- Note
- Currency
- Exchange rate
- Source
- BusinessCaseClassification1
- BusinessCaseClassification2
- BusinessCaseClassification3
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Id
- SubjectRequired
- Scheduled in calendar from (greater than)
- Scheduled in calendar from (lower than)
- Scheduled in calendar to (greater than)
- Scheduled in calendar to (lower than)
- Date of completion (greater than)
- Date of completion (lower than)
- Category
- Status
- Owner
- Contact
- Account
- Lead
- Deal
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- PriorityRequired
- Category
- OwnerRequired
- Contact
- Account
- Quote
- Sales order
- Project
- Activity
- Security Level
- Scheduled in calendar from
- Scheduled in calendar to
- Date of completion
- Event info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- Code
- Company name
- Last name
- Email
- Email 2
- ID no.
- Owner
- Lead date (greater than)
- Lead date (lower than)
- Status
- Lead status
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- GDPR template
- Without GDPR
- TopicRequired
- PriorityRequired
- Name
- Title before
- Title after
- Security Level
- Contact source
- Category
- Note to lead
- Street
- City
- Region
- ZIP code
- Country code
- Latitude
- Longitude
- Territory
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Notification Text
- Notification email addresses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Tags
- NameRequired
- Filtering mass emails by date sent (greater than)
- Filtering mass emails by date sent (lower than)
- Campaign name
- SourceRequired
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Sent out
- Description
- External IDRequired
- Link to campaign results
- Campaign detail link
- Sent
- Clicked
- Opened
- Unsubscribed
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Name
- Last nameRequired
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Owner
- Relationship Account name
- Relationship Account Id
- Relationship Contact Id
- User account Id
- Email
- Email
- GDPR template
- Without GDPR
- Title before
- Title after
- Security Level
- Category
- Classification 1
- Classification 2
- Classification 3
- Salutation
- Birthday
- Language
- MaritalStatus
- Gender
- Email
- Email 2
- Phone 1
- Phone type 1
- Phone 2
- Phone type 2
- WWW
- Fax
- Other contact
- Facebook
- Google+
- Twitter
- Linkedin
- Pinterest
- Instagram
- Skype
- Youtube
- Street
- City
- Region
- ZIP code
- Country code
- Note to contact.
- Relationship Account record ID
- Relationship Account address ID
- Relationship note
- Relationship job title
- Key Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- CodeRequired
- Primary
- CurrencyRequired
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- NameRequired
- Security Level
- Owner
- Category
- Open fromRequired
- ClosedRequired
- Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- SubjectRequired
- AccountRequired
- Status
- Category
- Owner
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- Contact
- Final Price
- Average value
- Minimum value
- Maximum value
- Open from
- Closed
- Scheduled Completion
- Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- LimitRequired
- Sort column
- Sort direction
- Fulltext
- View
- Row access
- Tags
- Code
- SubjectRequired
- AccountRequired
- Contact
- DealRequired
- Owner
- Expiration date (greater than)
- Expiration date (lower than)
- Delivery date (greater than)
- Delivery date (lower than)
- Opening date (greater than)
- Opening date (lower than)
- Closing date (greater than)
- Closing date (lower than)
- Status group
- Status
- Contains product
- Product category
- Product line
- Created At (greater than)
- Created At (lower than)
- Updated At (greater than)
- Updated At (lower than)
- Last Modified At (greater than)
- Last Modified At (lower than)
- Security Level
- QuoteRequired
- Final Price
- Estimated costs
- Open from
- Closed
- Valid to
- Delivery date
- Note
- Category
- Shipping address name
- Shipping Street
- Shipping City
- Shipping Region
- Shipping ZIP code
- Shipping Country code
- Shipping Latitude
- Shipping Longitude
- Billing address name
- Billing Street
- Billing City
- Billing Region
- Billing ZIP code
- Billing Country code
- Billing Latitude
- Billing Longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Connect Kiflo PRM and RAYNET CRM 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.
Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels
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