SimplyConvert Integrations
Put SimplyConvert to work with AI and enterprise-grade automation
Automate smarter with SimplyConvert and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
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Or pick an app to pair with
Facebook Lead Ads (for Business admins)
Ads & Conversion
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SamCart
eCommerce
CASEpeer
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HubSpot
Marketing Automation
Stripe
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Calendly
Scheduling & Booking
Pipedrive
CRM (Customer Relationship Management)
Manychat
Social Media Marketing
Facebook Lead Ads (for Business admins)
Ads & Conversion
Wix
Website Builders
SamCart
eCommerce
CASEpeer
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Stripe
Payment Processing
Facebook Lead Ads (for Business admins)
Ads & Conversion
Wix
Website Builders
SamCart
eCommerce
CASEpeer
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Stripe
Payment Processing
Calendly
Scheduling & Booking
Pipedrive
CRM (Customer Relationship Management)
Manychat
Social Media Marketing
Join millions worldwide who automate their work using Zapier
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.
- Subscription NameRequired
- EventRequired
- HTTP Username
- HTTP Password
- Tags
Try ItTriggerInstant- First Name
- Last Name
- Email
- Secondary Email
- Phone
- Secondary Phone
- Street
- Street 2
- City
- State
- Zip Code
- Social Security Number
- Relation to Injured
- First Name of Injured
- Last Name of Injured
- Email of Injured
- Phone of Injured
- Birthday of Injured
- Date of Death
- State of Injury
- SSN of Injured
- Details
- Status ID
- Portal Status
- Litigation ID
- Evaluate Case
- Archived
- Information
- Conditions
- Products
- SOL Trigger Date
- Procedure Date
- Procedure Followup Date
- Procedure Date 2
- Tags
- Meta
- External Data
- Lead Source
- Company UUID
- Insert as Referral
- Referred from Company UUID
- Referred to Company UUID
ActionWrite- Search Value
- Search Field
- Search Range
- Litigation IDs
- Litigation Range
- Status IDs
- Status Range
ActionSearch
- Case UUIDRequired
- FileRequired
- FilenameRequired
- Document Type
- Document Status
- Page Range
ActionWrite- Case UUIDRequired
ActionSearch- Case UUIDRequired
ActionSearch
For builders
Let your AI safely access SimplyConvert
Go beyond Zap workflows. Install Zapier in your AI to call SimplyConvert actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in SimplyConvert from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SimplyConvert actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SimplyConvert connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "simplyconvert", owner: "me" });
await zapier.runAction({
app: 'simplyconvert',
action: 'add_document',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
SimplyConvert Help & Support
Common questions
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