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How Zapier works
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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 Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try It - Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try It - Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It - Date Notification for Case
Triggers when Case entry reaches notification date
Try It
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try It- New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It - CriteriaRequired
- Select User Defined Fields (UDFs) to include
Try It- New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It