Integrate Daylite with Gravity Forms to automate your work
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Select a trigger from Daylite
Setup an action from Gravity Forms
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Quickly connect Daylite to Gravity Forms with a Zapier template.
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Connect Daylite and Gravity Forms to integrate crucial parts of your business
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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Resolve incidents faster with automation
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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.
- Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when a Daylite person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Opportunity
Triggers when a Daylite opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Task
Triggers when a Daylite task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Form
Triggers when a new form is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Updated
Triggers when an appointment is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Updated
Triggers when a person is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Note
Triggers when a note is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a project is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Type
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- Type
- Region
- Industry
- Label
- Website Address
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- State
- Country
- Postal Code
- Ordering
- Number of Employees
- Person
- Person Role
- Person Title
- Person Department
- Companies
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message IDRequired
- FromRequired
- ToRequired
- Body
- DateRequired
- Category
- Keywords
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Details
- Category
- Keywords
- Owner
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- First NameRequired
- Last NameRequired
- Email Address
- Phone Number
- Company Name
- Company Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
- Keywords
- Category
- TitleRequired
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Companies
- Note
- Opportunity
- Project
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Object ReferenceRequired
- Linked Object ReferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- SubjectRequired
- Details
- Show As
- TimezoneRequired
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- First NameRequired
- Middle Name
- Last NameRequired
- Prefix
- Suffix
- Nickname
- Category
- Edit Mode
- Keywords
- Birthday
- Anniversary
- Email Address Edit Mode
- Label
- Email Address
- Ordering
- Phone Number Edit Mode
- Format
- Label
- Phone Number
- Ordering
- Address Edit Mode
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Linked Group Edit Mode
- Group
- Linked Person Edit Mode
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Linked Company Edit Mode
- Companies
- Company Role
- Linked Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- Status
- Priority
- NameRequired
- Start Date
- End Date
- Due Date
- Category
- Edit Mode
- Keywords
- Linked Person Edit Mode
- Person
- Linked Company Edit Mode
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Linked Task Edit Mode
- Task
- Linked Note Edit Mode
- Note
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Body
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- SubjectRequired
- Details
- TimezoneRequired
- Start Date
- End Date
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- Type
- Region
- Industry
- Label
- Website Address
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- State
- Country
- Postal Code
- Ordering
- Number of Employees
- Person
- Person Role
- Person Title
- Person Department
- Companies
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- First Name Search OperatorRequired
- First NameRequired
- Last Name Search OperatorRequired
- Last NameRequired
- Email Search OperatorRequired
- EmailRequired
- Middle Name
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Companies
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- First NameRequired
- Middle Name
- Last NameRequired
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Companies
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- TitleRequired
- Details
- Category
- Keywords
- Owner
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
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- Company Name Search Operator
- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Company Name Search Operator
- NameRequired
- Category
- Keywords
- Details
- Owner
- Status
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked Company
- Role
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Owner
- Keywords
- Category
- TitleRequired
- Details
- Location
- Type
- Status
- Priority
- Estimated Time
- Start Date
- Due Date
- End Date
- Person
- Companies
- Note
- Opportunity
- Project
- Source Import ID
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- FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Deleted Company
Triggers when a Daylite company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Form
Triggers when a Daylite form is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Project
Triggers when a Daylite project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Appointment
Triggers when a new appointment is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trashed Person
Triggers when a person is sent to the Trash in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a company is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggers when a task is updated in Daylite.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SubjectRequired
- Details
- TimezoneRequired
- Start Date
- End Date
- Show As
- Category
- Keywords
- Resources
- Location
- Type
- Status
- All Day
- Note
- Group
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Middle Name
- Last NameRequired
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Companies
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form TemplateRequired
- Person
- Companies
- Opportunity
- Project
- Note
- Task
- Appointment
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Category
- Keywords
- Details
- Owner
- Status
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked Company
- Role
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- NameRequired
- Type
- Region
- Industry
- Category
- Edit Mode
- Keywords
- Email Address Edit Mode
- Label
- Email Address
- Ordering
- Phone Number Edit Mode
- Format
- Label
- Phone Number
- Ordering
- Person Title
- Linked Person Edit Mode
- Person
- Person Role
- Address Edit Mode
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Number of Employees
- Relationship Type (Source)
- Relationship Type (Recipient)
- Linked Company Edit Mode
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Opportunity Role
- Opportunity Title
- Linked Project Edit Mode
- Project
- Project Role
- Project Title
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- NameRequired
- StateRequired
- Probability
- Start Date
- End Date
- Forecasted Date
- Edit Mode
- Keywords
- Category
- Linked Person Edit Mode
- Person
- Linked Company Edit Mode
- Companies
- Linked Opportunity Edit Mode
- Opportunity
- Linked Note Edit Mode
- Note
- Linked Task Edit Mode
- Task
- Linked Appointment Edit Mode
- Appointment
- Linked Group Edit Mode
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reference ID
- TitleRequired
- Details
- Priority
- Due Date
- Start Date
- End Date
- Category
- Edit Mode
- Keywords
- Estimated Time
- Location
- Type
- Status
- All Day
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Text Field
- Text Field Value
- Date Field
- Date Field Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type
- Body
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- Company Name Search Operator
- NameRequired
- Category
- Keywords
- Details
- Type
- Region
- Industry
- Label
- Website Address
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- State
- Country
- Postal Code
- Ordering
- Number of Employees
- Person
- Person Role
- Person Title
- Person Department
- Companies
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- First Name Search OperatorRequired
- First NameRequired
- Last Name Search OperatorRequired
- Last NameRequired
- Middle Name
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Email Address
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Companies
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- First Name Search OperatorRequired
- First NameRequired
- Last Name Search OperatorRequired
- Last NameRequired
- Email Search OperatorRequired
- Email Address
- Middle Name
- Prefix
- Suffix
- Nickname
- Category
- Keywords
- Details
- Birthday
- Anniversary
- Label
- Ordering
- Format
- Label
- Phone Number
- Ordering
- Label
- Street
- City
- Postal Code
- State
- Country
- Ordering
- Company Name
- Company Website
- Role
- Job Title
- Department
- Relationship Type (Recipient)
- Relationship Type (Source)
- Person
- Companies
- Company Role
- Company Department
- Company Title
- Opportunity
- Opportunity Role
- Opportunity Title
- Project
- Project Role
- Project Title
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Search Type
- TitleRequired
- Details
- Category
- Keywords
- Owner
- Person
- Companies
- Opportunity
- Project
- Task
- Appointment
- Source Import ID
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- Company Name Search Operator
- Opportunity NameRequired
- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- StateRequired
- Probability
- Forecasted Date
- End Date
- Start Date
- Companies
- Person
- Note
- Task
- Appointment
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Source Import ID
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- Text Field
- Text Field Value
- Date Field
- Date Field Value
- Custom Field
- Custom Field Value
- NameRequired
- Category
- Keywords
- Details
- Owner
- Status
- Priority
- Start Date
- End Date
- Due Date
- Linked Person
- Person Role
- Linked Company
- Role
- Note
- Task
- Appointment
- Group
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
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- FormRequired
- Use Admin Field Labels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.