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

TriggersActionsSearchesSearch or Creates
New PaymentCreate Customer/Contact/ClientFind InvoiceFind or Create Customer/Client/Contact
New Invoice/BillCreate Invoice/BillFind Customer/Client/Contact
New ExpenseSend Invoice
New Customer/Contact/ClientCreate Payment/Sale/Sales Receipt
New Quote/Estimate

View example apps.

Ads & Conversions

TriggersActionsSearchesSearch or Creates
New Lead/Subscriber/Visit*Send Event/Conversion/Measurement
New Form Response/EntryAdd Contact/Email to List/Audience

*Be sure your actions cover all types of events or conversions your app supports, such as ‘offline’, ‘lead’, ‘funnel’, etc.

View example apps.

AI Tools

TriggersActionsSearchesSearch or Creates
(Chat) New MessageSend Prompt
New Transcription/Recording/Video/Image ReadyRequest/Generate Image/Transcription/Video/etc.

View example apps.

Bookmark Managers

TriggersActionsSearchesSearch or Creates
New Item/BookmarkBookmark/Add Page/Item
New Favorited Item
New Tagged Item

View example apps.

Calendar

TriggersActionsSearchesSearch or Creates
New Event/MeetingCreate EventFind EventFind or Create Event
Event StartedAdd Attendee to Event
Updated Event/Meeting

View example apps.

Call Tracking

TriggersActionsSearchesSearch or Creates
Call Completed
New Call/Call Started
Call Tagged

View example apps.

Contact Management

TriggersActionsSearchesSearch or Creates
New Contact/Lead/Person/CompanyCreate Contact/Lead/Person/CompanyFind Contact/Lead/Person/CompanyFind or Create Contact/Lead/Person/Company
New Form Submission/EntryAdd Contact to Group/Tag/List
Update Contact/Lead/Person/Company

View example apps.

Customer Support

TriggersActionsSearchesSearch or Creates
Tag Added to Customer/User/LeadCreate Ticket/Request/ConversationFind Customer/User/LeadFind or Create Customer/User/Lead
New Ticket/RequestUpdate Ticket/Request/ConversationFind Ticket/Request/Conversation
New Customer/User/LeadAdd/Remove Tag on User/Ticket/Lead
New Chat/Message/ConversationSend Message
New Closed/Finished ConversationUpdate Customer/User/Lead/Company
Add Comment/Note on Ticket/Request
Create Customer/User/Lead/Company

View example apps.

CRM (Customer Relationship Management)

TriggersActionsSearchesSearch 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 EntryFind Lead/Contact/Person/CompanyFind or Create Lead/Contact/Person/Company
New Deal/Opportunity/Job/InquiryCreate Contact/Lead/Person/CompanyFind Deal/OpportunityFind or Create Deal/Opportunity
Tag Added or RemovedUpdate Contact/Lead/Person/Company
**Updated Record/Module EntryCreate Deal/Opportunity
Updated Deal/Opportunity StatusUpdate Deal/Opportunity
Updated Lead StatusCreate Note
Updated Project StatusAdd Contact/Lead to Campaign/Group
Create Activity/Event
Add Tag to X (i.e. Contact, Record, Opportunity)

*Cover the most popular models of your platform at a minimum. You can create individual triggers, actions, and searches for each model such as, “New Customer”, “New Deal”, “Create Customer”, and “Create Deal”. Or create a singular trigger, action, and search that each support multiple models by requiring users to select which model they’re taking action on via an input field, such as “New Record” and “Create Record”.

**Updated triggers for CRMs are often most useful when users are able to specify which field(s) to watch for updates on, instead of triggering on any and all updates.

View example apps.

Databases

TriggersActionsSearchesSearch or Creates
New Record/RowCreate Record/RowFind Record/RowFind or Create Record/Row
Updated Record/RowUpdate Record/Row

*Zapier searches automatically return only the first result in the response. To return multiple results, return the set of results as an array of objects under a descriptive key.

View example apps.

Documents

TriggersActionsSearchesSearch or Creates
New DocumentCreate Document (from template)Find DocumentFind or Create Document
Document Completed/SignedAdd to Document
Document Status Updated
Document Sent

View example apps.

Drip Email

TriggersActionsSearchesSearch or Creates
New Subscriber/ProspectAdd/Remove Tag from Subscriber/Lead/Prospect/ContactFind Subscriber/Lead/Prospect/ContactFind or Create Subscriber/Lead/Prospect/Contact
New Tagged SubscriberCreate Subscriber/Lead/Prospect/Contact
New UnsubscribeUpdate Subscriber/Lead/Prospect/Contact
New ReplyAdd Subscriber/Lead/Prospect/Contact to Sequence/Campaign/List/Audience

View example apps.

eCommerce

TriggersActionsSearchesSearch or Creates
New Order/Purchase/SaleCreate OrderFind OrderFind or Create Customer
New Paid Order/Payment ReceivedCreate CustomerFind Customer
Abandoned CartCreate ProductFind Product
New Customer

View example apps.

Email

TriggersActionsSearchesSearch or Creates
New Email Matching SearchSend EmailFind EmailFind or Create Email
New EmailCreate Draft EmailFind or Create Contact
New Labeled/Tagged/Starred EmailCreate Contact
New Attachment

View example apps.

Email Newsletters

TriggersActionsSearchesSearch or Creates
New Subscriber/Contact in List/Audience/TagCreate Subscriber/ContactFind Subscriber/ContactFind or Create Subscriber/Contact
New Subscriber/ContactSend Email/Campaign
Email Opened/Link ClickedAdd/Subscribe Contact to List/Audience/Tag
Update Subscriber/Contact

View example apps.

Event Management

TriggersActionsSearchesSearch or Creates
New Registrant/RSVPCreate Attendee/Add Registrant
New Order/Booking/TicketCreate Event
New EventCreate Event
New Attendee/Contact/Lead

View example apps.

File Management & Storage

TriggersActionsSearchesSearch or Creates
New File in FolderUpload FileFind FileFind or Create Folder
New FolderCreate FolderFind Folder
New FileCreate File
Updated FileMove File

View example apps.

Forms & Surveys

TriggersActionsSearchesSearch or Creates
New Entry/Form Response/SubmissionCreate Entry/Form Response/SubmissionFind Entry/Form Response/Submission
New LeadSend Form

View example apps.

Fundraising

TriggersActionsSearchesSearch or Creates
New Donation/Transaction/PledgeCreate Member/Donor/ContactFind Member/Donor/ContactFind or Create Member/Donor/Contact
New Member/Donor/ContactCreate Donation/Transaction/Pledge

View example apps.

Marketing Automation

TriggersActionsSearchesSearch or Creates
New Contact/Lead/SubscriberCreate Contact/Lead/SubscriberFind Contact/Lead/SubscriberFind or Create Contact/Lead/Subscriber
New Contact in List/Audience/SegmentCreate Opportunity/Deal/OrderFind Deal
Tag Added/Removed from Contact/Lead/SubscriberUpdate Opportunity/Deal
Updated Deal/Pipeline StageUpdate Contact/Lead/Subscriberv
New Order/Purchase/SaleAdd Contact/Lead/Subscriber to Campaign/List/Group
New Form Entry/SubmissionAdd/Remove Tag fro Contact/Lead/Subscriber
Updated Contact/Lead/Subscriber

View example apps.

Notes

TriggersActionsSearchesSearch or Creates
New NoteCreate Note
New Note in Notebook/Section/TagAppend to Note

View example apps.

Notifications

TriggersActionsSearchesSearch or Creates
New Notification/MessageSend Notification/Message

View example apps.

Online Courses

TriggersActionsSearchesSearch or Creates
New Order/Sale/Purchase/SubscriptionEnroll User/Add User to CourseFind User/StudentFind or Create User/Student
New EnrollmentCreate Credentials/Grant Access/Issue Credentials
Course/Lesson CompletedSubscribe User to List/Add User to Group
New User/StudentUnenroll User/Student

View example apps.

Payment Processing

TriggersActionsSearchesSearch or Creates
New Payment or Payment PaidCreate CustomerFind Invoice/Payment/TransactionFind or Create Customer
New Subscription/Order/Sale/Transaction/InvoiceCreate Payment Link (if applicable)Find Customer
New CustomerUpdate CustomerFind Subscription
Canceled Subscription/Order/Sale
Failed Payment
New Refund

View example apps.

Phone & SMS

TriggersActionsSearchesSearch or Creates
New SMS/Message ReceivedSend SMS/MessageFind Contact (by phone number)Find or Create Contact
New CallCreate Contact
New RecordingUpdate Contact
Call CompletedCall Phone Number

View example apps.

Product Management

TriggersActionsSearchesSearch or Creates
New Feedback/Form Submitted/RequestCreate Note/Feature/Task/Idea
New Note/Comment

View example apps.

Project Management

TriggersActionsSearchesSearch or Creates
New Task/Item/IssueCreate Task/Item/IssueFind Task/Item/IssueFind or Create Task/Item/Issue
Task/Item/Issue Status ChangedUpdate Task/Item/IssueFind UserFind or Create Project/Board
New Label/Tag on Task/Item/IssueAdd Comment/Note to Task/Item/IssueFind Project/Board
Completed Task/Item/Issue
New Event/Activity
Updated Task/Item/Issue

View example apps.

Proposal & Invoice Management

TriggersActionsSearchesSearch or Creates
Proposal/Estimate/Quote AcceptedCreate Client/Contact/LeadFind Client/Contact/LeadFind or Create Client/Contact/Lead
Proposal SignedCreate Proposal/Estimate/QuoteFind Proposal/Estimate/Quote
Proposal WonCreate Invoice
Proposal SentCreate Project
New Proposal/Estimate/Quote

View example apps.

Scheduling & Booking

TriggersActionsSearchesSearch or Creates
New Client/CustomerCreate Client/CustomerFind Booking/AppointmentFind or Create Client
New Booking/AppointmentCreate Booking/Appointment/Request/Job
New Cancellation
Rescheduled Booking/Appointment

View example apps.

Server Monitoring

TriggersActionsSearchesSearch or Creates
New or Updated Ticket/Request/IncidentCreate AlertFind Ticket/Request/Incident
New AlertCreate Ticket/Request

View example apps.

Signatures

TriggersActionsSearchesSearch or Creates
Document/Contract Sent*Create Document/ContractFind Document/Contract
Document/Contract CompletedSend Signature Request
Document/Contract Signed

*Create Document/Contract actions typically allow for users to select a template in the action’s setup.

View example apps.

Social Media Accounts

TriggersActionsSearchesSearch or Creates
New Post/Message/Media (by me)Create Post/Message/Media
New Post/Message/Media

View example apps.

Spreadsheets

TriggersActionsSearchesSearch or Creates
New RowCreate/Add RowFind RowFind or Create Row
Updated RowCreate Row(s)Find Row(s) (with line-item support)
Update Row

View example apps.

Task Management

TriggersActionsSearchesSearch or Creates
New TaskCreate TaskFind TaskFind or Create Task
Update Task

View example apps.

Team Chat

TriggersActionsSearchesSearch or Creates
New Message in ChannelSend Channel MessageFind User (by email, name, username)
New Reaction on MessageSend Direct/Private Message

View example apps.

Time Tracking Software

TriggersActionsSearchesSearch or Creates
New Time EntryStart Time EntryFind ClientFind or Create Client
New Time Entry/Timer StartedCreate Time EntryFind or Create Project
Create Project
Create Client
Create Task

View example apps.

Transactional Emails

TriggersActionsSearchesSearch or Creates
Failed Delivery*Send Email
Bounced Email
Open/Clicked Event

*Send Email actions often allowed users to select and use a template in the action’s setup.

View example apps.

Transcription

TriggersActionsSearchesSearch or Creates
New TranscriptCreate Transcription/Upload Audio or File

View example apps.

Video & Audio

TriggersActionsSearchesSearch or Creates
New Video (in Channel/Playlist)Upload VideoFind Track
New Track in Playlist/Saved TrackAdd Listener/Subscriber
Add Track to Playlist

View example apps.

Video Conferencing

TriggersActionsSearchesSearch or Creates
New RecordingCreate/Add Registrant
New RegistrantCreate Meeting

View example apps.

Webinars

TriggersActionsSearchesSearch or Creates
New Registration/RegistrantCreate Registration/RegistrantFind Registrant
New Attendee or Webinar/Event JoinedRegister to an EventFind Session
Attendee Stays Until/% of time

View example apps.

Website Builders

TriggersActionsSearchesSearch or Creates
New Form Submission/Review/MessageCreate Post/Content
New Member/User/LeadCreate/Invite User/Member
New Post/Content

View example apps.


Need help? Tell us about your problem and we’ll connect you with the right resource or contact support.