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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.
- Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Event Type
- Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Expense Category
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Brand
- Date Is Already Booked?
- Another Lead Has Same Date
- Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Task Category
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product Type
- Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Category
- Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Event DateRequired
- Event Type
- Client's Name
- Event Name
- Event End Date
- Event Start Time
- Event End Time
- Event Arrival Time
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Date
- Expense Amount
- Expense Description
- Expense Category
- Expense Bank Account Name
- Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- Phone Number
- File Name
- File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Project Type
- Project Name
- Start Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Invoice TypeRequired
- Expense Amount
- Payment Received DateRequired
- Transaction IDRequired
- Due Date (optional)
- Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TitleRequired
- Due Date (optional)
- Assigned To
- Notes
- Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when an email address is collected from a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Message
Triggers each time a new message in a conversation is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - User Reached Goal
Triggers when a User has hit a goal within a playbook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - External IdRequired
- Email
- Attributes
- Owner Email
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Attributes
- Owner Email
- Tags
- External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- End User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Time Before (Unit Type)Required
- Event Type
- Brand
- Time BeforeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Lead Status
- Event Type
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project Type
- Project Status
- Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Event IDRequired
- Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice TypeRequired
- Due DateRequired
- Invoice Subject/TitleRequired
- Issue Date (Created on Date)
- Custom Invoice ID
- PO Number (Purchase Order)
- Tax Rate 1
- Tax Profile (For Tax Rate 1)
- Tax Rate 2
- Tax Profile (For Tax Rate 2)
- Tax Rate 3
- Tax Profile (For Tax Rate 3)
- Object Owner ID
- Client's Name
- Notes
- Lineitem TypeRequired
- Lineitem Price
- Lineitem Is Taxable?
- Lineitem QuantityRequired
- Lineitem Description
- Lineitem Longer Description
- Lineitem Cost
- LIneitem Image Thumbnail URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Brand
- Event Name
- Event Type
- Event DateRequired
- Event Start Time
- Event End Time
- Event End Date
- Primary Contact(s)
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Email Address Opt-In
- Alternate Email Address
- Alternate Email Address Opt-In
- Phone
- Mobile Phone
- Mobile Phone Opt-In
- Contact #2 Full Name (F & L)
- Contact #2 First Name
- Contact #2 Last Name
- Contact #2 Email Address
- Contact #2 Email Address Opt-In
- Contact #2 Alternate Email
- Contact #2 Alt Email Opt-In
- Contact #2 Phone
- Contact #2 Mobile Phone
- Contact #2 Mobile Phone Opt-In
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Referred By
- Notes
- Custom Fields (Advanced)
- Google Click Identifier (gclid)
- 3rd Party Lead Form Submission Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Lead IDRequired
- Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Invoice TypeRequired
- Start Date
- Client's Name
- Project Status
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email Address
- Full Name (First and Last)
- First Name
- Last Name
- Email Address
- Alternate Email Address
- Phone
- Mobile Phone
- #2 Full Name (First and Last)
- #2 First Name
- #2 Last Name
- #2 Email Address
- #2 Alternate Email Address
- #2 Phone
- #2 Mobile Phone
- Primary Contact(s)
- Primary Mailing Address
- Primary Mailing Address 1
- Primary Mailing City
- Primary Mailing State/Province
- Primary Mailing Zip Code/Postal
- Primary Mailing Country
- Notes
- Company Name
- Primary Birthday
- Client Category
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- Conversation Pushed
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation
Triggers when a conversation is started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - External IdRequired
- Event NameRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app