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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.
- Fetch Active Intake Templates
Populates with a list of intake templates
Try It - Person UUIDRequired
- Person UUIDRequired
- Intake Name
- First NameRequired
- Last NameRequired
- Business nameRequired
- phone
- email
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- notes
- Business Name
- country
- Date Of Birth
- firstNameRequired
- middleName
- lastNameRequired
- genderRequired
- email
- phone
- languageRequired
- potentialValue
- zapierContentHash
- notes
- probabilityRequired
- country
- referralSourceRequired
- Person UUIDRequired
- In PipelineRequired
- Moved to Stage
Try It- First NameRequired
- Last NameRequired
- Business nameRequired
- phone
- email
- Address
- City
- State / Prov / Region
- country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- notes
- In PipelineRequired
- Select StageRequired
- Assign to User
Learn how to automate LeadConnector on the Zapier blog
Related categories
Related categories