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Select a trigger from Cascade Strategy Classic
Setup an action from Ezekia
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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.
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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 Goal
Triggers when a new goal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Goal Changed
Triggers when an existing goal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Milestone Changed
Triggers when a milestone is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - GoalRequired
- ValueRequired
- DateRequired
- Type of HistoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Goal Template
- Custom Fields
- ActionRequired
- DetailsRequired
- InitialRequired
- Current ProgressRequired
- WeightRequired
- Private GoalRequired
- Start DateRequired
- End DateRequired
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
- Co-Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TemplateRequired
- Custom Fields
- Task Owner
- GoalRequired
- Task Due Date
- Task Start Date
- Task Weight
- Task TitleRequired
- Task Details
- Task Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Risk TemplateRequired
- Custom Fields
- GoalRequired
- RiskRequired
- Risk TitleRequired
- Risk Owner
- Risk Details
- Critical Risk
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Goal TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Invoice Updated
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Fixed Fee Created
Triggers when a new fixed fee is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Revenue Created
Triggers when a new revenue is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Person Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - OpportunityRequired
- Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Custom FieldRequired
- LabelTypeRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Degree/QualificationRequired
- University / College / Awarding bodyRequired
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag(s)
- PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Primary/Main Qualification
- Search Goal TitleRequired
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start Date
- End Date
- Skills
- Achievements
- Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Owner
- Division
- Description
- Size
- Old Email AddressRequired
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Reference Number
- Number Pattern Info
- Invoice Number
- AmountRequired
- Description
- TagRequired
- TagRequired
- Invoice DateRequired
- Due Date
- Paid At
- Note
- CurrencyRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- First nameRequired
- Last nameRequired
- Job title
- Company Name
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- AmountRequired
- CurrencyRequired
- ProbabilityRequired
- Revenue Owner
- Start Date/TimeRequired
- TagRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Old Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- GoalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Person/PeopleRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Company NameRequired
- ConstraintRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- InvoiceRequired
- Reference Number
- Number Pattern Info
- Invoice Number
- CurrencyRequired
- AmountRequired
- TagRequired
- Description
- TagRequired
- Invoice DateRequired
- Due Date
- Paid At
- Note
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- PersonRequired
- Degree/QualificationRequired
- University / College / Awarding bodyRequired
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- PersonRequired
- Primary/Main Qualification
- Search Goal TitleRequired
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start Date
- End Date
- Skills
- Achievements
- Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- RevenueRequired
- AmountRequired
- CurrencyRequired
- ProbabilityRequired
- Revenue Owner
- Start Date/TimeRequired
- TagRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- GoalRequired
- TypeRequired
- Information
- Live Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Update Added to Goal
Triggers when a new update is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Issue
Triggers when a new issue is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update TemplateRequired
- Custom Fields
- GoalRequired
- Update Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Risk TemplateRequired
- Custom Fields
- GoalRequired
- Risk Owner
- Risk TitleRequired
- Risk Details
- Critical Risk
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Goal Template
- Custom Fields
- State
- ActionRequired
- DetailsRequired
- InitialRequired
- Current ProgressRequired
- WeightRequired
- Private GoalRequired
- Start DateRequired
- End DateRequired
- Target
- Target Flow
- Tracking Curve
- Completion Criteria
- Goal Unit Name
- Parent Focus Areas
- Parent Goals
- Tracking Type
- Owner
- Co-Owners
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TemplateRequired
- Custom Fields
- GoalRequired
- TaskRequired
- Task TitleRequired
- Task Owner
- Task Due Date
- Task Start Date
- Task Weight
- Task Details
- Task Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company Updated
Triggers when a company is updated on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Fixed Fee Updated
Triggers when a fixed fee is updated on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Invoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project Created
Triggers when a new project is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Person Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Project Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- ConstraintRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Custom FieldRequired
- LabelTypeRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Custom FieldRequired
- LabelTypeRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Email AddressRequired
- Label
- Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Person/PeopleRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Old Email AddressRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- AmountRequired
- CurrencyRequired
- TagRequired
- Due Date
- Paid At
- Note
- Recipient IDRequired
- Recipient TypeRequired
- Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Goal TitleRequired
- Note
- Start Date/TimeRequired
- End Date/TimeRequired
- TimezoneRequired
- Email AddressRequired
- Agenda
- TagRequired
- PrivateRequired
- SensitivityRequired
- All DayRequired
- Details
- Include DetailsRequired
- Include NameRequired
- GoalRequired
- Label
- ID
- TypeRequired
- Full Name
- Old Email AddressRequired
- Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Label
- ProjectRequired
- CompanyRequired
- Owner
- Description
- Industries
- List IDRequired
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Goal TitleRequired
- AssigneesRequired
- Start Date/TimeRequired
- TimezoneRequired
- PrivateRequired
- TagRequired
- GoalRequired
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- FromRequired
- ToRequired
- Cc
- Bcc
- SubjectRequired
- BodyRequired
- Microsoft Graph ID
- Microsoft Graph Message ID
- Created At
- Attachments
- Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- TemplateRequired
- Due Date
- Number Pattern Info
- Invoice Number
- LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag(s)
- PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- GoalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- TypeRequired
- Company NameRequired
- Owner
- Division
- Description
- Size
- Old Email AddressRequired
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Fixed FeeRequired
- AmountRequired
- CurrencyRequired
- TagRequired
- Due Date
- Paid At
- Note
- Recipient IDRequired
- Recipient TypeRequired
- Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Search Goal TitleRequired
- Note
- Start Date/TimeRequired
- End Date/TimeRequired
- TimezoneRequired
- Email AddressRequired
- Agenda
- TagRequired
- PrivateRequired
- SensitivityRequired
- All DayRequired
- Details
- Include DetailsRequired
- Include NameRequired
- ID
- Label
- ID
- TypeRequired
- Full Name
- Old Email AddressRequired
- Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Title
- First nameRequired
- Last nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- PersonRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Label
- Company NameRequired
- ProjectRequired
- Owner
- CompanyRequired
- Description
- Industries
- List IDRequired
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- Search Goal TitleRequired
- AssigneesRequired
- Start Date/TimeRequired
- TimezoneRequired
- PrivateRequired
- TagRequired
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalRequired
- PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GoalRequired
- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Level
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Sort By
- Sort Order
- Title
- First nameRequired
- Last nameRequired
- Job title
- Company Name
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found