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How Zapier works

Zapier makes it easy to integrate Dazos CRM with Email by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Dazos CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Dazos CRM, a trigger could be "Lead Converted to Opportunity."

A trigger is the event that kicks off your automated workflow.

Setup an action from Email by Zapier

An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dazos CRM to Email by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dazos CRM to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Dazos CRM and Email by Zapier 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
New Referral Source
Triggers when a new Referral Source is created.
Trigger
Scheduled
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Opportunity Discharged
Triggers when an Opportunity gets discharged.
Trigger
Scheduled
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Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
Trigger
Scheduled
Try It

Create Lead
Creates a new Lead
Action
Write
Create Referral Source
Creates a Referral Source
Action
Write

Find Account
Finds an Account.
Action
Write
Find Opportunity
Find or Create an Account / Opportunity
Action
Write
Recieve Input Only
Used to receive the input and check if request comes properly, mainly used to test zap
Action
Write
- Setup Directions
Trigger
Instant
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New Lead Created
Triggers when a new Lead is created.
Trigger
Scheduled
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New Outbound Referral
Triggers when a new Outbound Referral is created.
Trigger
Scheduled
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Opportunity Admitted
Triggers when an Opportunity gets changed to Admitted.
Trigger
Scheduled
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Scheduled
Try It
Create Account
Creates an Account
Action
Write
Create Opportunity
Creates a new Account and Opportunity or just a new Opportunity for an existing Account.
Action
Write
Create VOB
Creates a new VOB,
Action
Write
Find Lead
Find or Create Lead
Action
Write
Find Referral Source
Find or Create Referral Source
Action
Write
- Email Address
  Required
Trigger
Instant
Try It
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Learn how to automate Dazos CRM on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

About Dazos CRM

For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more Help

Related categories

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