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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Note Added" from tl;dv.

Add your action

An action happens after the trigger—such as "Cancellation Contract" in CustomerX.

You’re connected!

Zapier seamlessly connects tl;dv and CustomerX, 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.

    • Note tags
    Trigger
    Instant
    Try It
  • tl;dv triggers, actions, and search
    Transcript Added

    Triggers when a new transcript is created.

    Trigger
    Instant
    Try It
    • External Id Contract
      Required
    • Reason of Cancellation
      Required
    Action
    Write
    • External Id Client
      Required
    • Description
      Required
    • Start Date
      Required
    • Final Date
    • Contract Value
      Required
    • Date Sale
      Required
    • Contract Plan ID
    • External Id Contract Plan
    • Renew In Days
    • Seller
    • Setup Value
    Action
    Write
  • tl;dv triggers, actions, and search
    Recording Added

    Triggers when a new recording is created.

    Trigger
    Instant
    Try It
    • Recording name
      Required
    • Recording file or recording download URL
      Required
    Action
    Write
    • External Id Client
    • Company Name
      Required
    • Date Register
      Required
    • E-mail
    • Trading Name
    • CNPJ/CPF
    • City
    • State
    • CEP
    • Country
    • Street
    • District
    • Number
    • Segment
    • Service
    • Group
    • Tag Names
    Action
    Write
    • Id External of Contract
      Required
    • Description of Additive
      Required
    • Date Initial of Additive
      Required
    • Date Sale of Additive
      Required
    • Value of Additive
      Required
    • Type Additive
      Required
    • Date final of Additive
    • Note of Additive
    • Id External of Additive
    • Number of Users of Additve
    • Value per Users of Additve
    • Contract Plan Id
    • Renew in Days
    Action
    Write

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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 tl;dv and CustomerX 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate tl;dv on the Zapier blog

Make work flow with AI

Level up your tl;dv to CustomerX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About tl;dv
tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings
Learn moreLearn moreHelpHelp
Related categories
AI ToolsTranscription
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About CustomerX
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
HelpHelp
Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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