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How Zapier works
Zapier makes it easy to integrate Sales Magic with Symplify Communication - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Follow Up Done" from Sales Magic.
Add your action
An action happens after the trigger—such as "Add Purchase History Line" in Symplify Communication.
You’re connected!
Zapier seamlessly connects Sales Magic and Symplify Communication, 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.
- Follow Up Done
Triggers when a follow up is marked as done for an opportunity linked to a contact.
Try ItTriggerPolling - Contact NameRequired
- MobileRequired
- Email
- Company
- Designation
- Employee EmailRequired
ActionWrite- Find byRequired
- Search valueRequired
ActionWrite- Original IDRequired
ActionWrite
- Company
- Contact NameRequired
- Owner EmailRequired
- Contact Email
- Mobile NoRequired
- Opportunity NameRequired
- Gestation PeriodRequired
- Opportunity Description
- Product NameRequired
- Expected RevenueRequired
- Source NameRequired
- StageRequired
- Designation
- Mode of ContactRequired
- Follow up timeRequired
ActionWrite- OriginalIDRequired
- Transaction dateRequired
- QuantityRequired
- Item priceRequired
- Total priceRequired
ActionWrite- Subscription status
ActionWrite- Force createRequired
- Subscription status
ActionWrite
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