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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.
- New Referral
Triggers when a new referral is generated from a customer portal.
Try It - Template IDRequired
- NameRequired
- EmailRequired
- Phone NumberRequired
- Notify Via EmailRequired
- Notify Via TextRequired
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Portal IDRequired
- Stage LabelRequired
- Stage ID
- Date CompletedRequired
- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Try It
- Portal IDRequired
- Portal IDRequired
- Message BodyRequired
- Notify Via SMSRequired
- Notify Via EmailRequired
- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Try It- BaseRequired
- TableRequired
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Related categories
Related categories