Connect Visible to Pensight and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Choose an Action
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.
- CompanyRequired
- RequestRequired
Try It- CompanyRequired
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- CompanyRequired
- NameRequired
- Website URL
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
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- CompanyRequired
- Fundraising PipelineRequired
- StageRequired
- NameRequired
- Amount
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- Notes
- CompanyRequired
- MetricRequired
- Date
- Value
- CompanyRequired
- MetricRequired
- Date
- Value
- Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
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Related categories
Related categories