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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.
- Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Tags
- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- External ID
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
- Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Try It - All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Try It
Learn how to automate Levitate on the Zapier blog
Learn how to automate PayPal on the Zapier blog
Related categories
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