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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 Account
Triggers when a new account is created.
Try ItTriggerPolling - Pricing GroupRequired
- Number of days overdueRequired
Try ItTriggerPolling- Updated Prospect Status
Triggers when a prospect has a new status.
Try ItTriggerPolling - Responsible AgentRequired
- Pricing GroupRequired
- Client PhoneRequired
- Client NameRequired
ActionWrite
- New Prospect
Triggers when a new prospect is created.
Try ItTriggerPolling - Account Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItTriggerPolling - Unit NumberRequired
- Responsible AgentRequired
- Pricing GroupRequired
- Client PhoneRequired
- Client NameRequired
- Cash Collected
ActionWrite- Account NumberRequired
- Assign ToRequired
- Due Date
- PriorityRequired
- Instructions
ActionWrite
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