Connect Teachworks to Close and automate any workflow
![Teachworks](https://zapier-images.imgix.net/storage/developer_cli/e9288acbd6f77f0495fe0f25907fdf50.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Teachworks](https://zapier-images.imgix.net/storage/developer_cli/e9288acbd6f77f0495fe0f25907fdf50.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Close](https://zapier-images.imgix.net/storage/services/c6b117ade34ecbe4d456de798445b299.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Close](https://zapier-images.imgix.net/storage/services/c6b117ade34ecbe4d456de798445b299.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 Teachworks with Close - no code necessary. See how you can get setup in minutes.
Select a trigger from Teachworks
![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 Close
![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 Teachworks to Close
![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 Teachworks and Close 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 Teachworks and Close 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.
- New Cost Premium
Triggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson
Triggers when a new lesson is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Package Balance Alert
Triggers when a low package balance alert is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a new refund is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Student
Triggers when a new student is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Wage Payment
Triggers when a new wage payment has been created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Status
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lesson nameRequired
- Description
- Teacher IDRequired
- Student ID(s)Required
- Service IDRequired
- Location IDRequired
- Number of Student Spaces
- Start date of the lessonRequired
- Start time of the lessonRequired
- End date of the lessonRequired
- End time of the lessonRequired
- Override Default Cost Calculation
- Override Method
- Custom Override Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Status
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
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- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
- Description
- Payment Method
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- Sort Direction
- Completed?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sort Direction
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- Type
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Sequence
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Lesson nameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Lead IDRequired
- Custom Object TypeRequired
- Lesson nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- FormatRequired
- Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lesson nameRequired
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lesson nameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact ID
- Note Text
- Phone Number
- Duration
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Lesson nameRequired
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- User ID
- Contact ID
- Status ID
- Confidence
- Custom Field Value
- Value Period
- Close Date
- Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Lesson nameRequired
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead IDRequired
- Lesson nameRequired
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
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- Note
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Lesson nameRequired
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- Company Name
- Exact or Partial Match?
- Company URL
- Email
- Phone Number
- Lead IDRequired
- Query
- Lesson nameRequired
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
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- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead IDRequired
- Opportunity IDRequired
- Status ID
- Confidence
- Custom Field Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
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
- Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer (family or independent student) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson Participant
Triggers when a new lesson participant is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First NameRequired
- Last NameRequired
- Employee TypeRequired
- Include as Teacher
- Status
- Email
- Mobile Phone
- Home Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Birth Date
- Hire Date
- Position
- Bio
- Wage Type
- Employee Wage
- Wage Tier ID
- Work Wage Type
- Work Wage
- Default Calendar View
- Calendar Color By
- Calendar Color
- Subject IDs
- Lesson Reminder Emails
- SMS Lesson Reminders
- Unviewed
- Send Welcome Email
- Enable User Account
- Permission - Other Teacher's Lessons
- Permission - Student Contact Info
- Permission - Calendar Events
- Permission - Lesson Cost
- Permission - Lesson Duration
- Permission - Send Lesson Notes
- Permission - Upload Files
- Permission - Staff
- Permission - Teachers
- Permission - Students & Families
- Permission - Accounting
- Permission - Payroll & Hours
- Permission - Services
- Permission - Locations & Vehicles
- Permission - Lesson Wage (Other's)
- Permission - Analytics Reports
- Permission - Tasks
- Permission - Account Settings
- Permission - Subscription
- Permission - Integrations Settings
- Permission - Send Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- DateRequired
- AmountRequired
- Description
- Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Student ID
- Sort Direction
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
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- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
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- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sort Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Sequence
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Complete
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Address Label
- Address 1
- Address - Line 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Phone Number
- Sort Direction
- Duration
- Note Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Activity TypeRequired
- User ID
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Status ID
- Confidence
- Custom Field Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template ID
- Source Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Lead IDRequired
- Date
- Text
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Lesson nameRequired
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Custom Object IDRequired
- Custom Object TypeRequired
- Lesson nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned to User
- Text
- Date
- Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sort Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead IDRequired
- Call IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Exact or Partial Match?
- Company URL
- Email
- Phone Number
- Lead IDRequired
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sequence
- Contact ID
- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead IDRequired
- Custom Activity IDRequired
- Custom Activity TypeRequired
- User ID
- Status
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- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Contact Name
- Custom Object IDRequired
- Lead IDRequired
- Custom Object TypeRequired
- Lesson nameRequired
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- Note Contains Words Starting With...
- Lead IDRequired
- Note IDRequired
- Text TypeRequired
- Attachments
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- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task IDRequired
- User ID
- Lead IDRequired
- Date
- Text
- Complete
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