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How Zapier works

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

Select a trigger from Simplicate

A trigger is an event that starts your Zap and runs the workflow. For example, with Simplicate, a trigger could be "Invoices Paid."

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

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.

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

That’s it! You just connected Simplicate to Filter 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 Simplicate to Filter 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 Simplicate and Filter 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.

Invoices Paid
Triggers when invoices are paid.
Trigger
Polling
Try It
New Companies
Triggers when new companies are created.
Trigger
Polling
Try It
New Employees
Triggers when new employees are created.
Trigger
Polling
Try It
New Projects
Triggers when new projects are created.
Trigger
Polling
Try It
New Services
Triggers when new services are created.
Trigger
Polling
Try It

Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Polling
Try It
New or Updated Companies
Triggers when companies are created or updated.
Trigger
Polling
Try It

New or Updated Employees
Triggers when employees are created or updated.
Trigger
Polling
Try It
New or Updated Projects
Triggers when projects are created or updated.
Trigger
Polling
Try It
Updated Services
Triggers when services or updated.
Trigger
Polling
Try It
- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Project ID
  Required
- Amount
- Price
- Invoice from
Action
Write
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company ID
  Required
Action
Search
- ID
  Required
Action
Search
- ID
  Required
Action
Search
- Only continue if...
  Required
Action
Filter

Invoices Sent
Triggers when an invoice is sent.
Trigger
Polling
Try It
New Contacts
Triggers when new contacts are created.
Trigger
Polling
Try It
New Hours
Triggers when new hours are created.
Trigger
Polling
Try It
New Sales
Triggers when new sales are created.
Trigger
Polling
Try It
New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Polling
Try It
Sales Accepted
Triggers when sales processes are accepted.
Trigger
Polling
Try It
New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Polling
Try It
Updated Hours
Triggers when hours or updated.
Trigger
Polling
Try It
New or Updated Sales
Triggers when sales are created or updated.
Trigger
Polling
Try It
- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Sales ID
  Required
- Default Service ID
  Required
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Content
  Required
- Posted by
  Required
- Company ID
  Required
- Employee ID
- Person ID
- Sales ID
  Required
- Project ID
  Required
Action
Write
- ID
  Required
- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company Name
  Required
Action
Search
- Email
Action
Search
- ID
  Required
Action
Search

Learn how to automate Filter by Zapier on the Zapier blog

About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

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Related categories

Project Management

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

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