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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.
- Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Try It - Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Try It - Production IDRequired
- Stage NameRequired
- Force Update
- New Document
Triggers when a document is added to a project.
Try It
- Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Try It - Company NameRequired
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property NameRequired
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact NameRequired
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead TypeRequired
- Opportunity Manager
- ProductRequired
- Price
- Forecasted
- Notes
- Checklist Completed
Triggers when a checklist is completed.
Try It - TagsRequired
Try It
Learn how to automate Centerpoint Connect on the Zapier blog
Learn how to automate CompanyCam on the Zapier blog
Related categories
Related categories