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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 "Contact Added" from SourceWhale.

Add your action

An action happens after the trigger—such as "Create a Contact" in Uptics.

You’re connected!

Zapier seamlessly connects SourceWhale and Uptics, 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.

- Test Data Search Field
  Required
- Test Data Search Value
  Required
Trigger
Instant
Try It
- Name
- Company
- Job Title
- Location
- Location (City)
- Location (State)
- Location (Postal Code)
- Location (Country)
- Emails
- Phones
- Social Links
- Campaign
- Contact Photo URL
- Previous Company
- School / University
- Email Domains
- Company Location
- Company LinkedIn URL
- GitHub Repo
- Summary
- Headline
- Skills
- Industries
- Comments
- Source
- Found By
- Keywords
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
New Deal
Triggers when a new deal created in CRM.
Trigger
Instant
Try It
New Note
Triggers when a new note created in CRM.
Trigger
Instant
Try It

New Selected Tag
Triggers when the selected tag is applied on the contact.
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Phone Number
Action
Write

- Email
  Required
- Name
  Required
Action
Write
- Email
  Required
- Title
  Required
- Description
  Required
- Due Date
  Required
- Type
  Required
Action
Write

- Trigger Fields
- Test Data Search Field
  Required
- Test Data Search Value
  Required
Trigger
Instant
Try It
- Contact ID
  Required
- Name
- Company
- Job Title
- Location
- Location (City)
- Location (State)
- Location (Postal Code)
- Location (Country)
- Emails
- Phone Numbers
- Social Links
- Contact Photo URL
- Previous Company
- School / University
- Email Domains
- Company Location
- Websites
- Company LinkedIn URL
- GitHub Repo
- Summary
- Headline
- Comments
- Skills
- Industries
- Source
- Found By
- Keywords
Action
Write
New Contact
Triggers when a new contact created in CRM.
Trigger
Instant
Try It
New Email Activity
Triggers when a new email activity created in CRM.
Trigger
Instant
Try It
New Task
Triggers when new task created in CRM.
Trigger
Instant
Try It
New Tag
Triggers when a new tag is applied on the contact.
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Phone Number
Action
Write
- Email
  Required
- Note
  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 SourceWhale and Uptics 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 SourceWhale to Uptics integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SourceWhale

SourceWhale is a recruitment engagement platform for teams to execute their daily activities and make more placements, faster.

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Related categories

HR Talent & Recruitment

About Uptics

The modern, all-in-one, sales software for SMBs that adds the gift of automation.