Connect Small Improvements to SweepBright and automate any workflow
![Small Improvements](https://zapier-images.imgix.net/storage/services/ac6336b7108c8fbbe00c6c098bb9f496.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Small Improvements](https://zapier-images.imgix.net/storage/services/ac6336b7108c8fbbe00c6c098bb9f496.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![SweepBright](https://zapier-images.imgix.net/storage/developer/728458e9411137ea49abb694c28bb0bc_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![SweepBright](https://zapier-images.imgix.net/storage/developer/728458e9411137ea49abb694c28bb0bc_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Small Improvements with SweepBright - no code necessary. See how you can get setup in minutes.
Select a trigger from Small Improvements
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from SweepBright
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Small Improvements to SweepBright
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Small Improvements and SweepBright 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Small Improvements and SweepBright to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Trigger for actions items created byRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Todo
Triggers when you have an incomplete todo.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Meeting NotesRequired
- Visibility
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Cycle
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Visibility
- Also Visible To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter managers by departments?Required
- Cycle
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Visibility
- Also Visible To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Action ItemRequired
- Priority
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Meeting NotesRequired
- Visibility
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Visit Scheduled
Triggers when a new visit has been scheduled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Accepted
Triggers when an Offer is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Cancelled
Triggers when an Offer is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Created
Triggers when an Offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Restored
Triggers when an Offer is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Owner Created
Triggers when a new owner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Property Folder
Triggers when a Property folder document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Office IDRequired
- Contact TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
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
- Trigger for actions items created byRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Trigger for actions items created byRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Praise
Triggers when a new praise is given.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Praise About Any of My Direct Reports
Triggers when a praise is given for any of your direct reports.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Is this action item for you?Required
- Action ItemRequired
- Priority
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting NotesRequired
- Visibility
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GoalsRequired
- CommentRequired
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Cycle
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Visibility
- Also Visible To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Meeting NotesRequired
- Visibility
- Meeting Date
- Meeting Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name / Email / User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Property Created or Updated
Triggers when a is created and/or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Valuation
Triggers when a valuation document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Archived
Triggers when an Offer is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Changed
Triggers when an Offer is changed in any way.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Refused
Triggers when an Offer is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Updated
Triggers when an Offer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Owner Updated
Triggers when an owner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Status Changed
Triggers when property status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property IDRequired
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Office IDRequired
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Office IDRequired
- Contact TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Property IDRequired
- Relation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Offer IDRequired
- Notes
- OwnersRequired
- Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app