Recommended triggers and actions

Top Triggers, Actions, and Searches by App Category

The lists provided do not encompass every possible model or object specific to individual apps. Rather, they represent a more general overview of the most frequently observed ones in each category to serve as a guide to apply to your own app. Remember to maintain consistent terminology between your Zapier integration and app platform so users have a clear connection between the two. Maybe your CRM platform, refers to new entries as Contacts. On another, they could be called Leads, Clients, Persons, or any term unique to the platform, such as Hoomans or Zaperonis. You may not find Zaperonis listed below, but if you see a similar concept like a New Contact trigger, you can apply the same logic with a New Zaperoni trigger for your integration. If you don’t see a list for your specific category, there may not have sufficient integrations within it to surface best practices. Reach out to Partner support to request a category.

Accounting

Triggers	Actions	Searches	Search or Creates
New Payment	Create Customer/Contact/Client	Find Invoice	Find or Create Customer/Client/Contact
New Invoice/Bill	Create Invoice/Bill	Find Customer/Client/Contact
New Expense	Send Invoice
New Customer/Contact/Client	Create Payment/Sale/Sales Receipt
New Quote/Estimate

Triggers	Actions	Searches	Search or Creates
New Lead/Subscriber/Visit	*Send Event/Conversion/Measurement
New Form Response/Entry	Add Contact/Email to List/Audience

Triggers	Actions	Searches	Search or Creates
(Chat) New Message	Send Prompt
New Transcription/Recording/Video/Image Ready	Request/Generate Image/Transcription/Video/etc.

Triggers	Actions	Searches	Search or Creates
New Item/Bookmark	Bookmark/Add Page/Item
New Favorited Item
New Tagged Item

Triggers	Actions	Searches	Search or Creates
New Event/Meeting	Create Event	Find Event	Find or Create Event
Event Started	Add Attendee to Event
Updated Event/Meeting

Triggers	Actions	Searches	Search or Creates
New Contact/Lead/Person/Company	Create Contact/Lead/Person/Company	Find Contact/Lead/Person/Company	Find or Create Contact/Lead/Person/Company
New Form Submission/Entry	Add Contact to Group/Tag/List
	Update Contact/Lead/Person/Company

Triggers	Actions	Searches	Search or Creates
Tag Added to Customer/User/Lead	Create Ticket/Request/Conversation	Find Customer/User/Lead	Find or Create Customer/User/Lead
New Ticket/Request	Update Ticket/Request/Conversation	Find Ticket/Request/Conversation
New Customer/User/Lead	Add/Remove Tag on User/Ticket/Lead
New Chat/Message/Conversation	Send Message
New Closed/Finished Conversation	Update Customer/User/Lead/Company
	Add Comment/Note on Ticket/Request
	Create Customer/User/Lead/Company

Triggers	Actions	Searches	Search or Creates
*New Record/Module Entry	*Create Record/Module Entry	*Find Record/Module Entry	*Find or Create Record/Module Entry
New Contact/Lead/Person/Company	*Update Record/Module Entry	Find Lead/Contact/Person/Company	Find or Create Lead/Contact/Person/Company
New Deal/Opportunity/Job/Inquiry	Create Contact/Lead/Person/Company	Find Deal/Opportunity	Find or Create Deal/Opportunity
Tag Added or Removed	Update Contact/Lead/Person/Company
**Updated Record/Module Entry	Create Deal/Opportunity
Updated Deal/Opportunity Status	Update Deal/Opportunity
Updated Lead Status	Create Note
Updated Project Status	Add Contact/Lead to Campaign/Group
	Create Activity/Event
	Add Tag to X (i.e. Contact, Record, Opportunity)

Triggers	Actions	Searches	Search or Creates
New Record/Row	Create Record/Row	Find Record/Row	Find or Create Record/Row
Updated Record/Row	Update Record/Row

Triggers	Actions	Searches	Search or Creates
New Document	Create Document (from template)	Find Document	Find or Create Document
Document Completed/Signed	Add to Document
Document Status Updated
Document Sent

Triggers	Actions	Searches	Search or Creates
New Subscriber/Prospect	Add/Remove Tag from Subscriber/Lead/Prospect/Contact	Find Subscriber/Lead/Prospect/Contact	Find or Create Subscriber/Lead/Prospect/Contact
New Tagged Subscriber	Create Subscriber/Lead/Prospect/Contact
New Unsubscribe	Update Subscriber/Lead/Prospect/Contact
New Reply	Add Subscriber/Lead/Prospect/Contact to Sequence/Campaign/List/Audience

Triggers	Actions	Searches	Search or Creates
New Order/Sale/Purchase/Subscription	Enroll User/Add User to Course	Find User/Student	Find or Create User/Student
New Enrollment	Create Credentials/Grant Access/Issue Credentials
Course/Lesson Completed	Subscribe User to List/Add User to Group
New User/Student	Unenroll User/Student

Triggers	Actions	Searches
Document/Contract Sent	*Create Document/Contract	Find Document/Contract
Document/Contract Completed	Send Signature Request
Document/Contract Signed

Triggers	Actions	Searches
New Video (in Channel/Playlist)	Upload Video	Find Track
New Track in Playlist/Saved Track	Add Listener/Subscriber
	Add Track to Playlist

Triggers	Actions	Searches	Search or Creates
New Order/Purchase/Sale	Create Order	Find Order	Find or Create Customer
New Paid Order/Payment Received	Create Customer	Find Customer
Abandoned Cart	Create Product	Find Product
New Customer

Triggers	Actions	Searches	Search or Creates
New Email Matching Search	Send Email	Find Email	Find or Create Email
New Email	Create Draft Email		Find or Create Contact
New Labeled/Tagged/Starred Email	Create Contact
New Attachment

Triggers	Actions	Searches	Search or Creates
New Subscriber/Contact in List/Audience/Tag	Create Subscriber/Contact	Find Subscriber/Contact	Find or Create Subscriber/Contact
New Subscriber/Contact	Send Email/Campaign
Email Opened/Link Clicked	Add/Subscribe Contact to List/Audience/Tag
	Update Subscriber/Contact

Triggers	Actions	Searches	Search or Creates
New Registrant/RSVP	Create Attendee/Add Registrant
New Order/Booking/Ticket	Create Event
New Event	Create Event
New Attendee/Contact/Lead

Triggers	Actions	Searches	Search or Creates
New File in Folder	Upload File	Find File	Find or Create Folder
New Folder	Create Folder	Find Folder
New File	Create File
Updated File	Move File

Triggers	Actions	Searches	Search or Creates
New Entry/Form Response/Submission	Create Entry/Form Response/Submission	Find Entry/Form Response/Submission
New Lead	Send Form

Triggers	Actions	Searches	Search or Creates
New Donation/Transaction/Pledge	Create Member/Donor/Contact	Find Member/Donor/Contact	Find or Create Member/Donor/Contact
New Member/Donor/Contact	Create Donation/Transaction/Pledge

Triggers	Actions	Searches	Search or Creates
New Contact/Lead/Subscriber	Create Contact/Lead/Subscriber	Find Contact/Lead/Subscriber	Find or Create Contact/Lead/Subscriber
New Contact in List/Audience/Segment	Create Opportunity/Deal/Order	Find Deal
Tag Added/Removed from Contact/Lead/Subscriber	Update Opportunity/Deal
Updated Deal/Pipeline Stage	Update Contact/Lead/Subscriberv
New Order/Purchase/Sale	Add Contact/Lead/Subscriber to Campaign/List/Group
New Form Entry/Submission	Add/Remove Tag fro Contact/Lead/Subscriber
Updated Contact/Lead/Subscriber

Triggers	Actions	Searches	Search or Creates
New Note	Create Note
New Note in Notebook/Section/Tag	Append to Note

Triggers	Actions	Searches	Search or Creates
New Payment or Payment Paid	Create Customer	Find Invoice/Payment/Transaction	Find or Create Customer
New Subscription/Order/Sale/Transaction/Invoice	Create Payment Link (if applicable)	Find Customer
New Customer	Update Customer	Find Subscription
Canceled Subscription/Order/Sale
Failed Payment
New Refund

​Top Triggers, Actions, and Searches by App Category

​Accounting

​Ads & Conversions

​AI Tools

​Bookmark Managers

​Calendar

​Call Tracking

​Contact Management

​Customer Support

​CRM (Customer Relationship Management)

​Databases

​Documents

​Drip Email

​eCommerce

​Email

​Email Newsletters

​Event Management

​File Management & Storage

​Forms & Surveys

​Fundraising

​Marketing Automation

​Notes

​Notifications

​Online Courses

​Payment Processing

​Phone & SMS

​Product Management

​Project Management

​Proposal & Invoice Management

​Scheduling & Booking

​Server Monitoring

​Signatures

​Social Media Accounts

​Spreadsheets

​Task Management

​Team Chat

​Time Tracking Software

​Transactional Emails

​Transcription

​Video & Audio

​Video Conferencing

​Webinars

​Website Builders

Top Triggers, Actions, and Searches by App Category

Accounting

Ads & Conversions

AI Tools

Bookmark Managers

Calendar

Call Tracking

Contact Management

Customer Support

CRM (Customer Relationship Management)

Databases

Documents

Drip Email

eCommerce

Email

Email Newsletters

Event Management

File Management & Storage

Forms & Surveys

Fundraising

Marketing Automation

Notes

Notifications

Online Courses

Payment Processing

Phone & SMS

Product Management

Project Management

Proposal & Invoice Management

Scheduling & Booking

Server Monitoring

Signatures

Social Media Accounts

Spreadsheets

Task Management

Team Chat

Time Tracking Software

Transactional Emails

Transcription

Video & Audio

Video Conferencing

Webinars

Website Builders

Triggers	Actions	Searches	Search or Creates
New SMS/Message Received	Send SMS/Message	Find Contact (by phone number)	Find or Create Contact
New Call	Create Contact
New Recording	Update Contact
Call Completed	Call Phone Number

Triggers	Actions	Searches	Search or Creates
New Feedback/Form Submitted/Request	Create Note/Feature/Task/Idea
New Note/Comment

Triggers	Actions	Searches	Search or Creates
New Task/Item/Issue	Create Task/Item/Issue	Find Task/Item/Issue	Find or Create Task/Item/Issue
Task/Item/Issue Status Changed	Update Task/Item/Issue	Find User	Find or Create Project/Board
New Label/Tag on Task/Item/Issue	Add Comment/Note to Task/Item/Issue	Find Project/Board
Completed Task/Item/Issue
New Event/Activity
Updated Task/Item/Issue

Triggers	Actions	Searches	Search or Creates
Proposal/Estimate/Quote Accepted	Create Client/Contact/Lead	Find Client/Contact/Lead	Find or Create Client/Contact/Lead
Proposal Signed	Create Proposal/Estimate/Quote	Find Proposal/Estimate/Quote
Proposal Won	Create Invoice
Proposal Sent	Create Project
New Proposal/Estimate/Quote

Triggers	Actions	Searches	Search or Creates
New Client/Customer	Create Client/Customer	Find Booking/Appointment	Find or Create Client
New Booking/Appointment	Create Booking/Appointment/Request/Job
New Cancellation
Rescheduled Booking/Appointment

Triggers	Actions	Searches	Search or Creates
New or Updated Ticket/Request/Incident	Create Alert	Find Ticket/Request/Incident
New Alert	Create Ticket/Request

Triggers	Actions	Searches	Search or Creates
New Post/Message/Media (by me)	Create Post/Message/Media
New Post/Message/Media

Triggers	Actions	Searches	Search or Creates
New Row	Create/Add Row	Find Row	Find or Create Row
Updated Row	Create Row(s)	Find Row(s) (with line-item support)
	Update Row

Triggers	Actions	Searches	Search or Creates
New Message in Channel	Send Channel Message	Find User (by email, name, username)
New Reaction on Message	Send Direct/Private Message

Triggers	Actions	Searches	Search or Creates
New Time Entry	Start Time Entry	Find Client	Find or Create Client
New Time Entry/Timer Started	Create Time Entry		Find or Create Project
	Create Project
	Create Client
	Create Task