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How Zapier works
Zapier makes it easy to integrate Zefort with Delay by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Zefort
A trigger is an event that starts your Zap and runs the workflow. For example, with Zefort, a trigger could be "New Contract."
Setup an action from Delay by Zapier
An action is what takes place after the automation is triggered. For example, with Delay by Zapier, the action could be "Delay For."
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Connect Zefort and Delay 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
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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.
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.
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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 Contract
Triggers when a new contract is created in Zefort.
Try It - Contract IDRequired
- Contract FileRequired
- Name of Contract File
- Contract IDRequired
- effective_date
- end_date
- signed_date
- Contract Title
- Queue_title
- Zap_step_id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
- Contract IDRequired
- Party NameRequired
- Business organization code
- Role
- Contract Title
- Contract FileRequired
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Learn how to automate Zefort on the Zapier blog
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About Zefort
Zefort is a contract management platform to easily store, search and share contracts and other important documents.
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