Connect CloudSpot and Pro-Ledger to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings CloudSpot and Pro-Ledger together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CloudSpot with Pro-Ledger - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Email Capture" from CloudSpot.
Add your action
An action happens after the trigger—such as "Create a Record" in Pro-Ledger.
You’re connected!
Zapier seamlessly connects CloudSpot and Pro-Ledger, 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 Email Capture
Triggers when a new email was captured in web galleries.
Try ItTriggerPolling - Collection NameRequired
 - Collection Tag
 - Event Date
 
ActionWrite- RecRequired
 - Transaction TypeRequired
 - ClassRequired
 - CategoryRequired
 - Subcategory
 - AccountRequired
 - Record Description
 - AmountRequired
 - Amount UnitRequired
 - Taxes
 - Tax OptionsRequired
 - SourceRequired
 
ActionWrite
- Fulfillment TypeRequired
 
Try ItTriggerPolling- Contact EmailRequired
 - Contact First Name
 - Contact Last Name
 - Contact Phone Number
 
ActionWrite
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