Connect Visual Visitor to Method CRM and automate any workflow
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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 Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
Try It - New Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
Try It - New Contact
Triggers when a new contact is added.
Try It - New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
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- New Visitor Notification for a Tagged Visitor
Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.
Try It - New Activity
Triggers when a new activity is added.
Try It - New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try It - New Opportunity
Triggers when a new opportunity is added.
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