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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 Action Assigned to Me" from System & Soul.

Add your action

An action happens after the trigger—such as "Create Customer" in Berg System.

You’re connected!

Zapier seamlessly connects System & Soul and Berg System, 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.

New Action Assigned to Me
Triggers when a S2 action is assigned to you.
Trigger
Instant
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New Action
Triggers when a new S2 action is created.
Trigger
Instant
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New Objective
Triggers when a new S2 Objective is created.
Trigger
Instant
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Collect Created Customer
Triggers when there's a new contact.
Trigger
Polling
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- Selling Process Id
  Required
Trigger
Polling
Try It

- Customer ID
- Company ID
- Employee ID
  Required
- Title
- Selling Process ID
- Selling Process Step ID
- Expected Signing Date
- Sales Origin
- Contract Status
- Description
- Lead (Lead Market)
Action
Write
- FIrstname
  Required
- Lastname
  Required
- Email
  Required
- Phone
- Customer Origin ID
- Employee ID
  Required
- City
- Street
- House number
- Postcode
- State
- Region
- Gender
- Birthday
- Description
- Facebook
- Personal Data Processing Agreement
- Commercial Content Agreement
- Marketing Content Agreement
- Mail Sms Messages Agreement
Action
Search or write

Completed Action
Triggers when a S2 action is completed.
Trigger
Instant
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Meeting Completion
Triggers when a new S2 Meeting that you have started is completed.
Trigger
Instant
Try It
New Objective Assigned to Me
Triggers when a new S2 Objective is assigned to you.
Trigger
Instant
Try It
Get Selling Process
Triggers when there's a new contact.
Trigger
Polling
Try It
- FIrstname
  Required
- Lastname
  Required
- Email
- Phone
- Customer Origin ID
- Employee ID
  Required
- City
- Street
- House number
- Postcode
- State
- Region
- Gender
- Birthday
- Description
- Facebook
- Personal Data Processing Agreement
- Commercial Content Agreement
- Marketing Content Agreement
- Mail Sms Messages Agreement
Action
Write
- Firstname
  Required
- Lastname
  Required
- Email
  Required
Action
Search

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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 System & Soul and Berg System 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 System & Soul to Berg System integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About System & Soul

The S2 Sync software helps align, track, and manage team goals, meetings, and performance, fostering healthy and effective organizations.

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Related categories

Team Collaboration

About Berg System

Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.