umsatz.io + Zapier Tables

Create records in Zapier Tables when deal properties are modified in umsatz.io

Enhance your workflow efficiency with this automation. When you modify a deal property in Umsatz.io, this setup creates a matching update in your Zapier Tables record. This seamless data exchange keeps your records updated, boosting productivity by saving you from manual input.

When this happens...
Modify a Deal Property
Triggers when a deal property is filled or edited.
TriggerInstant
automatically do this!
Create Record
Creates a new record on a table.
ActionWrite

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Supported triggers and actions

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
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New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
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Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
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- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Note (optional)
Action
Search or write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
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New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
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New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
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- Note (optional)
Action
Write
- Note (optional)
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- QueryRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Related categories

Related Zap Templates

Modify stage of deals in umsatz.io and create corresponding records in Zapier Tables

Related Zap Templates

Modify stage of deals in umsatz.io and create corresponding records in Zapier Tables

umsatz.io + Zapier Tables

Create records in Zapier Tables when deal properties are modified in umsatz.io

Modify a Contact Property

New Activity

New Deal

Modify the Stage of a Deal

Create Deal

Update Deal (Per Deal-Id)

Find Contact by Id

Find Deal by Id

Find or Create a Contact

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

Modify a Deal Property

New Contact

New Form Submission

Create Contact

Update Contact(By Contact-Id)

Find Contact by Email

Find Related Deals by Email

Search Contact

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

About umsatz.io

Related categories

About Zapier Tables

Related categories

Related Zap Templates

Related Zap Templates