.do
Things

Actions

Actions and operations from Zapier integrations

Index

Activecampaign

  • Add Contact Note: Adds new contact note.
  • Add Contact to Account: Adds a contact to an ActiveCampaign account
  • Add Existing Contact to Automation: Adds an existing contact into any automation.
  • Add Note to Deal: Adds a note to a deal.
  • Add/Remove Tag From Contact: Add or remove a tag from a Contact
  • Create Account: Creates a new account.
  • Create Campaign: Creates and sends a new campaign.
  • Create Deal: Creates a new deal.
  • Create Deal (Deprecated): Creates a new deal.
  • Create or Update a Custom Object Record: Creates a new custom object record or update an existing record
  • Create or Update Account: Creates a new account or updates an existing account.
  • Create or Update Contact: Creates a new contact, or updates an existing contact.
  • Create or Update Contact Task: Creates or updates a contact task
  • Create or Update Deal Task: Creates or updates a deal task
  • Create Tracked Event: Creates a custom website or application event.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Contact From Automation: The contact will be removed from this active automation
  • Subscribe or Unsubscribe Contact From List: Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.
  • Update Account: Updates an account.
  • Update Deal: Updates an existing deal.

AcuityScheduling

  • Add Blocked Off Time: Block off a new range of time on your schedule.
  • Add Coupon Code: Adds a new coupon code.
  • Add Package Code: Adds a new package code.
  • Custom Actions (Beta): Create a new action using AI.

AiByZapier

  • Analyze and Return Data: Extract data, analyze information, generate content — and more
  • Extract Content From URL (Beta): Extracts text content from various sources like web pages, PDFs, images, audio, or video files at a specified URL.
  • Search Content Across URLs (Beta): Searches for information across the text content derived from multiple URLs (e.g., web pages, PDFs, images).

Airtable

  • Add Comment to Record: Add a comment to an existing record in Airtable.
  • Create Base: Create a new Airtable base in your workspace.
  • Create or Update Record: Find and update an existing record, or create a new one.
  • Create Record: Creates a new record with auto-populating fields.
  • Create Records (Advanced): Create up to 10 new records (supports line items).
  • Create Table: Create a new table in an existing Airtable base.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Record: Delete a record in a table.
  • Update Multiple Records: Update up to 10 records at once in a specific table.
  • Update Record: Update a record in a specific table.

Asana

  • Add Tag to Task: Adds a tag to an existing task.
  • Add Task to Section of Project: Adds a task to a section of a project.
  • Attach File: Attaches a File to a task.
  • Create Comment/Story: Adds a comment or story to a task.
  • Create Duplicate Task: Duplicates an existing task.
  • Create Project: Adds a new project.
  • Create Project From Template: Creates a new project from a custom template.
  • Create Section: Creates a new section within a project.
  • Create Subtask: Adds a Subtask to an existing Task.
  • Create Task: Adds a new task.
  • Create Task From Template: Creates a new task in Asana from a selected template.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Tag from Task: Removes a tag from an existing task.

Brevo

  • Add or Update Associations: Adds or updates associations to companies, deals or contacts in Brevo.
  • Add or Update Company: Create a new company or update an existing one in Brevo.
  • Add or Update Contact: Adds or updates a contact data.
  • Add or Update Deal: Create a new deal or update an existing one in Brevo.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Associations: Removes associations between companies, deals, or contacts in Brevo.
  • Send Transactional Email: Sends an email from your Brevo account with HTML or plain text content.
  • Test Create: Check fn testCreate.
  • Unsubscribe Contact: Unsubscribe contact from the list(s) he belong to.

Buffer

  • Add to Queue: Add an item to your queue or send an update immediately to any of your Buffer channels.
  • Create Idea: Create an Idea
  • Pause Queue: Pause a Channels Queue

Calendly

  • Cancel an Event: Cancels an event.
  • Create One-Off Meeting: Creates a new one-off meeting in Calendly.

ChatgptOpenai

  • Analyze Image Content With Vision (Legacy): Upload an image and send a message or question about it. Powered by Chat Completions API.
  • Analyze Images: (Recommended) Upload an image(s) and send a message or question about it. Powered by Responses API.
  • Analyze Text: (Recommended) Summarize, classify, and analyze text. Powered by Responses API.
  • Analyze Text Sentiment (Legacy): Generate an analysis of the overall sentiment of a block of text. Powered by Chat Completions API.
  • Check Moderations: Classifies if text is potentially harmful.
  • Classify Text (Legacy): Classify your text into one of your provided categories. Powered by Chat Completions API.
  • Conversation (Legacy): Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
  • Convert Text to Speech: Converts a given text to speech.
  • Create Assistant: Creates a new assistant.
  • Create Transcription: Creates a new transcription, using Whisper, from an audio or video file.
  • Create Translation: Creates a new translation.
  • Create Vector Store: Creates a new vector store.
  • Custom Actions (Beta): Create a new action using AI.
  • Extract Structured Data: (Recommended) Improved structured data extraction with better formatting options and more reliable schema adherence. Powered by Responses API.
  • Extract Structured Data (Legacy): Sends unstructured text and returns structured data using OpenAI\
  • Generate An Image: Generates an image using a relevant OpenAI model.
  • Summarize Text (Legacy): Enter a block of text and generate a summary. Powered by Chat Completions API.
  • Upload File: Uploads a file so it can be used with assistants or fine-tuning.
  • Write an Email: Writes the content of an email based on your provided prompt for use in a subsequent step.

Clickup

  • Archive or Delete Task: Archive or delete ClickUp task
  • Create Custom Field: Creates a new custom field
  • Create Folder: Creates a new folder
  • Create List: Creates a new list
  • Create New Document: Create new document in the specific location
  • Create New Document Page: Create new page in the specific document
  • Create Space: A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
  • Create Subtask: Creates a new subtask
  • Create Task: Creates a new task.
  • Custom Actions (Beta): Create a new action using AI.
  • Edit Document Page: Edit document page
  • New Checklist: Add a checklist to a task
  • Post a Task Comment: Post a comment to a task
  • Post Attachment: Post an attachment to a task.
  • Send Chat Message to Channel: Post a message to a specific channel you choose.
  • Send Direct Message: Send a direct message to a user or yourself.
  • Time Tracked: Add time tracked to a task
  • Update Access for the Task: Update access to the task
  • Update Custom Field Value: Update value of a custom field for a selected task
  • Update Task: Updates an existing task.

DelayByZapier

  • Delay After Queue: Waits for a set amount of time after the last delay in a given queue. Used to deal with race conditions and rate-limiting.
  • Delay For: Waits for a set amount of time before completing your Actions.
  • Delay Until: Waits to run your Actions until a date or time that you choose.

Discord

  • Add Role: assign a role to a user
  • Create new Forum Post: Create a new Post on a Forum Channel.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove User Role: Remove a chosen role from the specified user.
  • Rename Channel: Rename a channel to a specific name you choose.
  • Send Channel Message: Post a new message to a specific #channel you choose.
  • Send Direct Message: Send a direct message to a specific user.
  • Send message in Forum Post: Send a new message in a specific Forum Post.

Dropbox

  • Add Folder Member: Adds a member to a folder.
  • Copy File: Creates a copy of a file in a new location.
  • Create Folder: Creates a brand new folder at the path you specify.
  • Create Shared Link: Creates a shared link for a file.
  • Create Text File: Creates a brand new text file from plain text content you specify.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete File: Deletes the specified file.
  • Delete Folder: Deletes the specified folder.
  • Move File: Moves a file to a new location at the path you specify.
  • Rename File: Renames a file that you specify.
  • Set or Remove Shared Link Expiration: Set or remove the expiration date of an existing shared link.
  • Set or Remove Shared Link Password: Set or remove the password of an existing shared link.
  • Set Shared Link Download Permission: Allow or deny the download permission for an existing shared link.
  • Set Shared Link Visibility and Access: Set the visibility and access level for an existing shared link.
  • Upload File: Upload an existing file or attachment not bigger than 500 MB.

FacebookConversions

  • Send Funnel Event: Publish lead updates from your funnel.
  • Send Lead Event: Publish lead events to Conversions API
  • Send Other Event: Publish other events to Conversions API
  • Send Purchase Event: Publish purchase events to Conversions API

FacebookPages

  • Change Page Profile Photo: Changes the profile picture of a Facebook Page.
  • Create Page Photo: Uploads a photo to your Facebook Page and posts it to the stream.
  • Create Page Post: Create a new page "stream" post on a page.
  • Create Page Video: Uploads a video to your Facebook Page and posts it to the stream.
  • Page Post Insights: Generates page post insights. You can include multiple metrics.

Flodesk

  • Add Existing Subscriber to Segment: Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
  • Add Existing Subscriber to Workflow: Adds a subscriber to a workflow. Note: the email address must already exist in Flodesk, or this zap will fail.
  • Create/Update Subscriber: Creates a new subscriber or updates an existing one.
  • Remove Existing Subscriber From Segment: Removes a subscriber from a segment. Note: the email address must already exist in Flodesk, or this zap will fail.
  • Remove Existing Subscriber From Workflow: Removes a subscriber from a workflow. Note: the email address must already exist in Flodesk, or this zap will fail.
  • Unsubscribe Subscriber: Unsubscribes a subscriber.

FollowUpBoss

  • Add Collaborators: Adds selected users as collaborated on a given contact.
  • Add Tags to a Contact: Adds tags to a contact.
  • Apply an Action Plan to a Contact: Applies a selected action plan to a contact.
  • Change Stage of a Contact: Changes the stage of an existing contact.
  • Create Deal: Creates a deal on a contact.
  • Create Note: Creates a note on a contact
  • Create or Update Contact Without Triggering Action Plans: Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
  • Create Task: Create a task for a contact.
  • Custom Actions (Beta): Create a new action using AI.
  • Log Call: Logs a call on a contact.
  • Pause an Action Plan for a Contact: Pauses a selected action plan for a contact.
  • Reassign Agent: Assign a different agent to this contact.

FormatterByZapier

  • Date / Time: Work with dates and times to change formatting or add/subtract time (with line-item support).
  • Numbers: Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
  • Text: Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
  • Utilities: Various utilities like "choose value from list" or "look up in table" (with line-item support).

Gmail

  • Add Label to Email: Add a label to an email message.
  • Archive Email: Archive an email message.
  • Create Draft: Create a draft email message.
  • Create Draft Reply: Create a draft reply to an existing email.
  • Create Label: Creates a new label.
  • Delete Email: Sends an email message to the trash.
  • Remove Label From Conversation: Remove a specified label from all emails within a conversation.
  • Remove Label From Email: Remove a label from an email message.
  • Reply to Email: Send a reply to an email message.
  • Send Email: Create and send a new email message.
  • Add Contact to Customer List: Adds a contact to a customer list. This uses the Data Manager API, which is being beta tested by Google.
  • Add Contact to Customer List With Email: Adds a contact to a customer list using their email address. This uses the Data Manager API, which is being beta tested by Google.
  • Create Customer List: Creates a customer list in Google Ads Audience Manager.
  • Create Report: Creates a report on specified data from your campaigns/ads.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Contact From Customer List: Removes a contact from a customer list.
  • Set Campaign Status: Sets the status of a Google Ads campaign.

GoogleAiStudioGemini

  • Conversation: Sends a chat message, optionally storing messages as you go.
  • Generate Image: Generate an image from a text prompt using Gemini or Imagen models.
  • Send Prompt: Sends a prompt and generates a response.

GoogleBusinessProfile

  • Create Post: Creates a post for a specified location.
  • Custom Actions (Beta): Create a new action using AI.

GoogleCalendar

  • Add Attendee(s) to Event: Invites one or more person to an existing event.
  • Create Calendar: Creates a new calendar.
  • Create Detailed Event: Create an event by defining each field.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Event: Deletes an event.
  • Move Event to Another Calendar: Move an event from one calendar to another calendar.
  • Quick Add Event: Create an event from a piece of text. Google parses the text for date, time, and description info.
  • Update Event: Updates an event. Only filled fields are updated.

GoogleContacts

  • Add Contact to Groups: Adds an existing contact to a group(s).
  • Create Contact: Creates a new contact.
  • Create Group: Creates a new group.
  • Custom Actions (Beta): Create a new action using AI.
  • Update Contact: Updates an existing contact.
  • Upload Contact Photo: Uploads a profile photo to an existing contact.

GoogleDocs

  • Append Text to Document: Appends text to an existing document.
  • Create Document From Text: Create a new document from text. Also supports limited HTML.
  • Custom Actions (Beta): Create a new action using AI.
  • Find and Replace Text: Find and replace text in a Google Doc with case sensitivity support.
  • Format Text: Format text in a Google Doc with bold, italic, colors, and other styling options.
  • Insert Image: Insert an image at a specific position in a Google Doc.
  • Insert Text: Insert text at a specific position in a Google Doc.
  • Update Document Properties: Update document properties like background color, margins, and page settings in a Google Doc.
  • Upload Document: Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

GoogleDrive

  • Add File Sharing Preference: Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
  • Copy File: Create a copy of the specified file.
  • Create File From Text: Create a new file from plain text.
  • Create Folder: Create a new, empty folder.
  • Create Shared Drive: Create a new shared drive (also known as Team Drive) in Google Drive.
  • Create Shortcut: Create a shortcut to a file.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete File (Permanent): Permanently delete a file from Google Drive. This action cannot be undone.
  • Export File: Export Google Workspace files (Docs, Sheets, Slides) to different formats like PDF, Word, Excel, etc.
  • Move File: Move a file from one folder to another.
  • Remove File Permission: Remove specific user access to a file in Google Drive. Requires either email address or permission ID.
  • Replace File: Upload a file to Drive, that replaces an existing file.
  • Update File or Folder Metadata: Update file or folder metadata including name, description, starred status, folder color, and custom properties.
  • Update File/Folder Name: Update the name of a file or folder.
  • Upload File: Copies an existing file from another service to Google Drive.
  • Upload Multiple Files: Upload file(s) to Drive, and optionally replace an existing file.

GoogleForms

  • Custom Actions (Beta): Create a new action using AI.

GoogleSheets

  • Change Sheet Properties: Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.
  • Clear Spreadsheet Row(s): Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.
  • Copy Range: Copy data from one range to another within a Google Sheets spreadsheet, with options for what to paste (values, formatting, etc.).
  • Copy Worksheet: Creates a new worksheet by copying an existing worksheet.
  • Create Conditional Formatting Rule: Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.
  • Create Multiple Spreadsheet Rows: Create one or more new rows in a specific spreadsheet (with line item support).
  • Create Spreadsheet: Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
  • Create Spreadsheet Column: Create a new column in a specific spreadsheet.
  • Create Spreadsheet Row: Create a new row in a specific spreadsheet.
  • Create Spreadsheet Row at Top: Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
  • Create Worksheet: Creates a new worksheet in a Google Sheet.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Sheet: Permanently delete a worksheet from a Google Sheets spreadsheet. Warning: This action cannot be undone.
  • Delete Spreadsheet Row(s): Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.
  • Format Cell Range: Apply date, number, or style formatting (colors, bold, italic, strikethrough) to a range of cells in a Google Sheets spreadsheet.
  • Format Spreadsheet Row: Format a row in a specific spreadsheet.
  • Rename Sheet: Rename a worksheet in a Google Sheets spreadsheet.
  • Set Data Validation: Set data validation rules on a range of cells in Google Sheets to control what data can be entered.
  • Sort Range: Sort data within a specified range in Google Sheets by a chosen column in ascending or descending order.
  • Update Spreadsheet Row: Update a row in a specific spreadsheet with optional formatting.
  • Update Spreadsheet Row(s): Update one or more rows in a specific spreadsheet (with line item support).

GoogleTasks

  • Create Task: Creates a new task.
  • Create Task List: Creates a new task list.
  • Custom Actions (Beta): Create a new action using AI.
  • Update Task: Update an existing task.

GravityForms

  • Create Entry: Creates a new form entry.
  • Submit Form: Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Hubspot

  • Add Contact to Deal: Add Contact to Deal.
  • Add Contact to List: Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
  • Add Contact to Workflow: Adds a contact to a specific workflow.
  • Create Associations: Creates associations between objects.
  • Create Calendar Task: Creates a new calendar task. (Marketing Hub Professional plans and above)
  • Create Company: Creates a Company in HubSpot.
  • Create Company Deprecated: Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.
  • Create Contact: Creates a new contact.
  • Create COS Blog Post: Creates a blog post in your HubSpot COS blog.
  • Create CRM Object: Creates a CRM object in HubSpot
  • Create Custom Object: Creates a Custom Object in HubSpot.
  • Create Deal: Creates a Deal in HubSpot.
  • Create Deal Deprecated: Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
  • Create Engagement: Creates a new Engagement for a contact, in HubSpot.
  • Create Enterprise Event: Creates a new custom enterprise event. (Marketing Hub Enterprise plans only)
  • Create Form Submission: Creates a new submission for a selected form.
  • Create Line_item: Creates a Line_item in HubSpot.
  • Create or Update Contact: Creates a new contact or updates an existing contact based on email address.
  • Create Product: Creates a Product in HubSpot.
  • Create Social Media Message: Creates and immediately publishes a message on a specified social media channel.
  • Create Ticket: Creates a Ticket in HubSpot.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete CRM Object: Deletes a CRM object from HubSpot
  • Get Company: Gets a Company.
  • Get Contact: Gets a Contact.
  • Get CRM Object: Gets a CRM object from HubSpot by ID
  • Get Custom Object: Gets a Custom Object.
  • Get Deal: Gets a Deal.
  • Get File Public URL: Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.
  • Get Line_item: Gets a Line_item.
  • Get Product: Gets a Product.
  • Get Ticket: Gets a Ticket.
  • Remove Associations: Removes associations between objects.
  • Remove Contact From List: Remove a contact from a specific static list. (Marketing Hub Starter plans and above)
  • Remove Email Subscription: Remove Email Subscription.
  • Update Company: Update a Company in HubSpot.
  • Update Contact: Update a Contact in HubSpot.
  • Update Contact by ID: Updates an existing contact based on ID.
  • Update Contact Subscription Preferences: Adds a contact to one or more subscription types in HubSpot.
  • Update CRM Object: Updates a CRM object in HubSpot
  • Update Custom Object: Update a Custom Object in HubSpot.
  • Update Deal: Updates a deal.
  • Update Line_item: Update a Line_item in HubSpot.
  • Update Product: Update a Product in HubSpot.
  • Update Ticket: Update a Ticket in HubSpot.
  • Upload File: Uploads a file to HubSpot File Manager.

HubspotCrmLegacy

  • Create Company: Creates a new company.
  • Create Deal: Creates a new deal.
  • Create or Update Contact: Create a new contact or update an existing contact based on email address.
  • Update Company: Updates an existing company.
  • Update Deal: Updates an existing deal.

Instagram

  • Custom Actions (Beta): Create a new action using AI.

InstagramForBusiness

  • Custom Actions (Beta): Create a new action using AI.
  • Publish Photo: Publish a photo to your feed. Note: This will only work for an Instagram Business Account and not a Personal or Creator Account.
  • Publish Video: Publish a video to your Instagram feed. Note: This will only work for an Instagram Business Account and not a Personal or Creator Account.

JiraSoftwareCloud

  • Add Attachment to Issue: Adds an attachment to an issue.
  • Add Comment to Issue: Adds a new comment to an issue.
  • Add or Edit Form on Issue: Add or edit an existing form on an issue and optionally submit it.
  • Add Watcher to Issue: Adds a new watcher to an issue.
  • Add Work Log to Issue: Logs time worked on an issue for time tracking workflows.
  • Create Issue: Creates a new issue.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Form: Delete a form from a Jira issue.
  • Link Issues: Creates a link (e.g. "is blocked by") between two issues.
  • Move Issue to Sprint: Moves an issue to an active or open sprint.
  • Submit Form: Submit a form that has been filled out on a Jira issue.
  • Update Issue: Updates an existing issue.

Jotform

  • Assign Form: Invite assignees to complete your form
  • Assign Prefilled Form: Invite assignees to complete your pre-populated form
  • Create Submission: Generate a new submission for your form
  • Custom Actions (Beta): Create a new action using AI.

Kajabi

  • Create Form Submission: Submits a Form on behalf of a contact. This will opt in the contact for email marketing.
  • Grant Access to an Offer: Grants a new or existing member access to an Offer and its Products.
  • Revoke Access to an Offer: Revokes access to an offer from the specified member.

Kit

  • Add Subscriber to Form: Subscribe someone to a specific form.
  • Add Subscriber to Sequence: Add a subscriber to a specific sequence.
  • Add Tag to Subscriber: Add a subscriber to a specific tag.
  • Create or Update Purchase: Adds a purchase to a subscriber, or updates an existing purchase.
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Tag From Subscriber: Remove a specific tag from a subscriber if they have it.

Klaviyo

  • Add Profile to List: Adds an existing profile to a list
  • Add Tag to List: Adds an existing tag to a list
  • Add Tag to Segment: Adds an existing tag to a Segment
  • Create Event: Creates a new event for a specific metric.
  • Create List: Creates a new list.
  • Create Profile: Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).
  • Custom Actions (Beta): Create a new action using AI.
  • Remove Profile from List: Removes a Profile from a List.
  • Remove Tag From List: Removes an existing tag from a list
  • Remove Tag from Segment: Removes an existing tag from a Segment
  • Send Campaign: Sends a draft campaign immediately.
  • Subscribe Profile: Subscribe a Profile to Email Marketing, SMS Marketing or both.
  • Unsubscribe Profile: Unsubscribes a Profile from Email and/or SMS based on provided identifiers.
  • Update Profile: Updates an existing profile and optionally adds them to a list.

Leadconnector

  • Add Lead to Workflow: Adds a lead to an existing workflow.
  • Add Task: Adds a task to the account.
  • Add/Update Contact: Adds or updates an existing contact.
  • Add/Update Opportunity: Adds or updates an existing opportunity.
  • Stop All Workflows for Lead: Stops all workflow for a lead.

LoopingByZapier

  • Create Loop From Line Items: Creates a new Loop from line item(s). This is an advanced action!
  • Create Loop From Numbers: Creates a new Loop from numbers. This is an advanced action!
  • Create Loop From Text: Creates a new Loop from text value(s) with a specified delimiter. This is an advanced action!

Mailchimp

  • Add Note to Subscriber: Adds a new note to an existing subscriber.
  • Add Subscriber to Tag: Add an email address to a tag within an audience. Note: the email address must already be subscribed to the audience, or this will fail.
  • Add/Update Subscriber: Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
  • Archive Subscriber: Archives an existing subscriber.
  • Campaign Report: Get report details for a specific sent campaign.
  • Click Report: Get report details for a specific link clicks.
  • Create Audience: Creates a new audience in your MailChimp account.
  • Create Campaign: Creates a campaign draft.
  • Create Custom Event: Creates a custom event for an existing subscriber.
  • Create Tag: Creates a new tag.
  • Custom Actions (Beta): Create a new action using AI.
  • Permanently Delete Member: Deletes all personally identifiable information related to a member within an audience.
  • Remove Subscriber from Tag: Removes a subscriber by email address from a tag within an audience.
  • Send Campaign: Sends a campaign to all subscribers in an audience, segment, or tag.
  • Unsubscribe or Delete Contact: Unsubscribe or delete a contact by email address within an audience.

Mailerlite

  • Add Subscriber to a Group: Add existing subscriber to a specific group by email address.
  • Change Subscriber Email: Change subscriber email to another.
  • Create a Draft Campaign: Create a Draft Campaign
  • Create or Update Subscriber: Create a new subscriber or Update an existing subscriber based on their email.
  • Create Subscribers Group: Create a new subscribers group.
  • Remove Subscriber From a Group: Remove subscriber from a specific group by email address.
  • Send a Campaign: Send a campaign to a subscriber group or segment.
  • Unsubscribe Subscriber: Sets the contact\

MicrosoftExcel

  • Add Row: Adds a new row to the end of a worksheet.
  • Add Row to Table: Adds a new row to the end of a specific table.
  • Add Row(s): Adds one or more rows to the end of a worksheet (with line item support).
  • Clear Cells by Range: Clears the contents and/or formatting of a range of cells.
  • Clear Column by Index: Clears the contents and/or formatting of a column by index.
  • Clear Row by ID: Clears the contents and/or formatting of a row by ID.
  • Create Workbook: Creates a new workbook
  • Create Worksheet: Creates a new worksheet in an existing workbook
  • Delete Worksheet: Deletes a worksheet.
  • Rename Worksheet: Renames a worksheet.
  • Update Row: Updates a row in a specific worksheet.

MicrosoftOutlook

  • Add Attendees to Calendar Event: Adds attendees to a calendar event.
  • Add Category to Email: Add categories to an email for organization and filtering in Outlook.
  • Create Contact: Creates a new contact.
  • Create Draft Email: Creates a draft of an email that can then be reviewed and sent out.
  • Create Draft Reply: Creates a draft reply for an email.
  • Create Event: Create an event in the calendar of your choice.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Contact: Deletes an existing contact by ID.
  • Delete Event: Deletes an existing event.
  • Forward Email: Forward an email to specific recipients based on rules or conditions.
  • Move Email to Folder: Move an email to a specific folder for organization and archiving in Outlook.
  • Reply to Email: Creates a new reply to email, probably with input from previous steps.
  • Send Draft Email: Send a draft email that was previously created in Outlook.
  • Send Email: Send an email from your Outlook account.
  • Update Calendar Event: Updates a calendar event information.
  • Update Contact: Updates a contact.

MicrosoftTeams

  • Create Chat and Send Message: Creates a new chat (one-on-one or group) and sends an initial message.
  • Create One-on-One Chat: Creates a new one-on-one chat between you and a team member.
  • Custom Actions (Beta): Create a new action using AI.
  • Edit Chat Message: Edit an existing message in a chat.
  • Reply to Channel Message: Creates a reply to a channel message.
  • Send Channel Message: Sends a message to an existing channel.
  • Send Chat Message: Sends a message to an existing chat.
  • Send Message with Card: Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

MicrosoftToDo

  • Complete Task: Marks a task as complete.
  • Create List: Creates a new list.
  • Create Task: Creates a new task.
  • Custom Actions (Beta): Create a new action using AI.

Mondaycom

  • Archive Board: Archives a board
  • Archive Group: Archives a specific group in a board
  • Archive Item: Archives an item
  • Create Board: Creates a new board
  • Create Column: Create a new column in board.
  • Create Group: Creates a new group in a board
  • Create Item: Create a new Item in a board
  • Create Subitem: Create a new subitem in a item with column values
  • Create Update: Create a new update.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Group: Delete a specific group from a board
  • Delete Item: Delete an item from a board
  • Group Position: Duplicate a group with its items
  • Update Item: Change multiple column values of an item
  • Update Item Multiple Column Values: Change multiple column values of an item
  • Update Subitem: Updates a update subitem on your board.
  • Upload File to Specific Column: Upload File To Specific Column

Notion

  • Add Comment: Adds a new comment to a Page.
  • Add Content to Page: Adds Content to a Page.
  • Archive Data Source Item: Soft deletes an item in a data source.
  • Create Data Source Item: Creates an item in a data source.
  • Create Page: Creates a Page inside a parent page
  • Custom Actions (Beta): Create a new action using AI.
  • Move Page: Moves a page to a different parent within the workspace hierarchy.
  • Restore Data Source Item: Restores a data source item which was previously archived.
  • Update Data Source Item: Updates a data source item.
  • Update Database: Updates a Notion database attributes including title, parent location, inline display, icon, archive status, and lock status.

OpenaiGpt4DallEWhisper

  • Analyze Text Sentiment: Analyzes text for positive, negative or neutral sentiment.
  • Classify Text: Classify your text into one of your provided categories.
  • Convert Text to Speech: Converts written text into spoken text.
  • Create Transcription: Creates a new transcription, using Whisper, from an audio or video file.
  • Create Translation: Translates an audio or video file into English using Whisper.
  • Custom Actions (Beta): Create a new action using AI.
  • Send Prompt: Sends a prompt to OpenAI and generate a completion.
  • Summarize Text: Summarizes text.

PathsByZapier

  • Conditionally run...: Creates a new branch.

Pipedrive

  • Add Discount to Deal: Adds a discount to an existing deal.
  • Add Follower: Adds a follower to a deal, organization, person or product.
  • Add Label to Person: Adds an existing label to an existing person.
  • Add Product to Deal: Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
  • Add Product Variation: Add product variation to a product.
  • Add/Remove Deal Labels: Add or remove labels from a deal.
  • Attach File: Uploads a file and attaches it to a deal, person, organization, activity, product or note.
  • Create Activity: Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
  • Create Deal: Creates a new deal.
  • Create Lead: Creates a new lead.
  • Create Note: Creates a new note.
  • Create Organization: Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.
  • Create Product: Creates a new product.
  • Create Project: Creates a new project.
  • Create Task: Creates a new task.
  • Custom Actions (Beta): Create a new action using AI.
  • Update Activity: Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.
  • Update Deal: Updates an existing deal.
  • Update Lead: Updates an existing lead.
  • Update Product: Updates an existing product.
  • Update Project: Updates an existing project in Pipedrive.
  • Update Task: Updates an existing task.

QuickbooksOnline

  • Attach File(s) or Note: Attach a file or files to an entity or add a note to an entity.
  • Create Bill (Account Based): Create a new bill, optionally tied to a customer (with line item support).
  • Create Bill (Item Based): Create a new bill, optionally tied to a customer (with line item support).
  • Create Credit Memo: Creates a new credit memo.
  • Create Customer: Adds a new customer.
  • Create Deposit: Creates a new deposit in QuickBooks.
  • Create Employee: Creates a new employee.
  • Create Estimate: Create a new estimate (with line item support).
  • Create Expense: Creates a new expense using check, cash, or credit card.
  • Create Invoice: Adds a new invoice (with line item and bundle item support).
  • Create Journal Entry: Creates a new journal entry.
  • Create Payment: Creates a new payment, optionally linked to an invoice.
  • Create Product/Service: Creates a new product or service.
  • Create Purchase Order: Creates a new purchase order.
  • Create Refund Receipt: Creates a new refund receipt.
  • Create Sales Receipt: Adds a new sales receipt (with line item support).
  • Create Time Activity: Creates a new single time activity.
  • Create Vendor: Adds a new vendor.
  • Create Vendor Credit: Creates a new vendor credit.
  • Custom Actions (Beta): Create a new action using AI.
  • Send Estimate: Sends an estimate.
  • Send Invoice: Send an existing invoice.
  • Send Sales Receipt: Send an existing sales receipt.
  • Update Bill: Updates an existing bill.
  • Update Customer: Updates an existing customer.
  • Update Estimate: Updates an existing estimate.
  • Update Invoice: Updates an existing invoice (with line item support).
  • Update Product: Updates an existing product.
  • Update Purchase (Expense): Updates an existing purchase/expense transaction.
  • Update Sales Receipt: Updates an existing sales receipt.
  • Update Vendor: Updates an existing vendor.
  • Void Invoice: Void an invoice.

RssByZapier

  • Create Item in Feed: Power your own Zapier RSS feed.

Salesforce

  • Add Contact to Campaign: Adds an existing contact to an existing campaign.
  • Add File to Record: Adds an existing file to an existing Record.
  • Add Lead to Campaign: Adds an existing lead to an existing campaign.
  • Convert Lead to Contact: Adds an existing contact to an existing campaign.
  • Create Attachment: Creates a new attachment (max 25MB).
  • Create Child Records (with line item support): Creates records from line items and sets the parent-child relationship.
  • Create Contact: Creates a new contact.
  • Create Enhanced Note: Creates a new enhanced note (also known as ContentNote) with optional record attachment.
  • Create File: Creates a new File (max 25MB).
  • Create Lead: Creates a new lead in Salesforce.
  • Create Note: Creates a new note and links it to a parent record
  • Create Record: Creates a new record of a specified Salesforce object.
  • Create Record (UTC): Creates a new record of a specified Salesforce object. Dates use the UTC format.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Record: Deletes an existing record of a specified Salesforce object.
  • Launch Flow: Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.
  • Run Report: Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
  • Send Email: Sends an email using Salesforce Simple Email Actions.
  • Update Contact: Updates an existing contact in Salesforce.
  • Update Lead: Updates an existing lead in Salesforce.
  • Update Record: Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  • Update Record (UTC): Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Shopify

  • Add Line Item to Order: Adds a line item to an existing order.
  • Add Tag to Customer: Adds one or more tags to a customer.
  • Capture Order: Captures payment for an authorized transaction on an order.
  • Create Blog Entry: Creates a new blog post.
  • Create Company: Creates a new company.
  • Create Company Location: Creates a new company location for B2B commerce.
  • Create Customer: Creates a new customer.
  • Create Draft Order: Creates a new draft order (with line item support).
  • Create Fulfillment: Creates a fulfillment for one or many fulfillment orders that are associated with the same order and are assigned to the same location.
  • Create Gift Card: Creates a new gift card in your Shopify store.
  • Create Order: Creates a new order (with line item support).
  • Create Product: Creates a new product.
  • Create Product Variant: Creates a new product variant.
  • Create Transaction: Creates a new Order Transaction.
  • Custom Actions (Beta): Create a new action using AI.
  • Mark Order as Paid: Marks an order as paid by recording a payment transaction for the outstanding amount.
  • Publish Product: Publishes a product to a channel (e.g., a sales channel).
  • Remove Tag from Customer: Removes one or more tags from a customer.
  • Update Customer: Updates an existing customer using GraphQL API. Replaces only data that is set.
  • Update Inventory Quantity: Updates the quantity of an existing product variant.
  • Update Inventory Quantity (with line item support).: Updates the quantity of existing product variants.
  • Update Order: Updates an existing order.
  • Update Product: Updates an existing product. Replaces only data that is set.
  • Update Product Variant: Updates an existing product variant. Replaces only data that is set.

Skool

  • Invite Member: Invites a Member to your group
  • Unlock Course for Member: Unlocks a given course for a specific member in your group.

Slack

  • Add Reminder: Adds a reminder for yourself or a teammate, just like the /remind slash command.
  • Archive Conversation: Archives a conversation (e.g., public channel, private channel, DM, or group DM).
  • Cancel Scheduled Message: Cancels a message that has been scheduled to be posted.
  • Create Channel: Creates a new channel.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Message: Deletes a Message.
  • Edit Message: Edits a message.
  • Invite New User: Invite a new User to your Slack workspace. Uses legacy tokens.
  • Invite User to Channel: Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
  • Send Channel Message: Post a message or thread reply to a channel. You can also schedule it to send later.
  • Send Direct Message: Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
  • Send Private Channel Message: Post a new message to a private channel you choose. Can also schedule a message for later.
  • Set Channel Topic: Sets the topic on a selected channel.
  • Set Status: Sets your Slack status to the given text and emoji.
  • Update Profile: Update basic profile fields such as name or title

SmsByZapier

  • Send SMS: Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.

Square

  • Add Customer to Group: Adds a customer to a group.
  • Change Inventory: Adjusts an inventory or changes its physical count.
  • Create Appointment: Creates a new appointment.
  • Create Customer: Creates a customer.
  • Create Invoice: Creates a new draft invoice for an order.
  • Create Order: Creates an order.
  • Create Paid Order: Creates an externally paid and completed order.
  • Custom Actions (Beta): Create a new action using AI.
  • Refund Payment: Refunds a completed payment.
  • Remove Customer From Group: Removes a customer from a group.
  • Send Invoice: Sends an existing draft invoice.
  • Update Customer: Updates a customer.

SquarespaceForms

  • Custom Actions (Beta): Create a new action using AI.

StorageByZapier

  • Increment Value: Increment a value at a defined key.
  • Pop Value From List: Pop a value off a list of values, removing the value from the list. Optionally, return a default value if the list is empty.
  • Push Value Onto List: Push a value onto a list of values.
  • Remove All Values: Removes all values for the connected account.
  • Remove Child Value: Remove one or more child values stored at a defined key.
  • Remove Value: Remove a value stored at a defined key. Also works if the value is a list.
  • Set Child Value: Set one or more child values stored at a defined key.
  • Set Multiple Values: Set multiple values stored at a defined keys.
  • Set Value: Set a value stored at a defined key.
  • Set Value If: Set a value stored at a defined key if the stored value matches a previous value.

Strava

  • Create Activity: Creates an activity.
  • Create Totals and Stats Report: Creates report that includes recent (last 4 weeks), year to date and all time stats of your activities.
  • Custom Actions (Beta): Create a new action using AI.

Stripe

  • Cancel Subscription: Cancels a subscription.
  • Confirm Payment: Confirms an existing payment, also known as a PaymentIntent.
  • Create Checkout Session: Creates a new Checkout Session.
  • Create Customer: Creates a new customer.
  • Create Invoice: Creates a new invoice.
  • Create Payment: Creates a new payment, also known as a PaymentIntent.
  • Create Payment Link: Creates a payment link.
  • Create Price: Creates a price.
  • Create Product: Creates a new product.
  • Create Subscription: Creates a new subscription.
  • Custom Actions (Beta): Create a new action using AI.
  • Deactivate Payment Link: Deactivates a payment link.
  • Update Customer: Updates an existing customer.

StripeLegacy

  • Cancel Subscription: Cancels an existing subscription.
  • Create Customer: Creates a new customer.
  • Create Subscription: Creates a new subscription.
  • Update Customer: Updates a customer.

SubZapByZapier

  • Return From a Sub-Zap: Used inside of a Sub-Zap, this is the final step of a Sub-Zap and should be after the "Start a Sub-Zap" trigger.

Telegram

  • Send Message: Sends a message from your bot.
  • Send Photo: Sends a photo from your bot.
  • Send Poll: Sends a poll from your bot.

Thrivecart

  • Custom Actions (Beta): Create a new action using AI.

Todoist

  • Add Comment to Project: Adds a new comment to a project (only available for Todoist Premium users).
  • Add Comment to Task: Adds a comment to a task (only available for Todoist Premium users).
  • Create Project: Creates a new project.
  • Create Task: Creates a new task.
  • Custom Actions (Beta): Create a new action using AI.
  • Invite User to Project: Sends an e-mail to a person, inviting them to use one of your projects.
  • Mark Task as Completed: Marks a task as being completed.
  • Move Task to Section: Move a Task to a different Section.
  • Update Task: Updates an existing task.

Trello

  • Add Attachment to Card: Adds one or more attachments to a specific card.
  • Add Checklist to Card: Adds a new (or existing) checklist to a card.
  • Add Label to Card: Adds an existing label to a specific card.
  • Add Member to Board: Adds a member to a board.
  • Add Members to Card: Adds one or more members to a specific card.
  • Archive Card: Archives a card.
  • Close Board: Closes a board without permanently deleting it.
  • Complete Checklist Item in Card: Completes an existing checklist item in a card.
  • Copy Board: Creates a copy of an existing board.
  • Create Board: Creates a new board.
  • Create Card: Adds a new card on a specific board and list.
  • Create Checklist Item in Card: Creates a new checklist item in a card.
  • Create Comment: Writes a new comment on a specific card.
  • Create Label: Adds a new label on a specific board.
  • Create List: Adds a new list on a specific board.
  • Delete Checklist in Card: Deletes an existing checklist on a card.
  • Move Card to List: Moves a specific card to a list on a specific board.
  • Remove Label From Card: Removes an existing label from a card.

Twilio

  • Call Phone: Call a number or numbers and say a message.
  • Custom Actions (Beta): Create a new action using AI.
  • Send SMS: Send a SMS to a number or numbers.
  • Send WhatsApp Message: Send a WhatsApp message to one or more recipients.

Twitter

  • Add User to List: Adds a user to one of your lists.
  • Create Image Tweet: Creates a tweet with an image.
  • Create Tweet: Creates a tweet. Optionally, include an image, video, or GIF.
  • Update Profile Image: Updates your profile image on Twitter.

Typeform

  • Create an Empty Form: Creates a new empty form.
  • Custom Actions (Beta): Create a new action using AI.
  • Duplicates an Existing Form: Duplicates an existing form
  • Update Dropdown, Multiple Choice or Ranking Question Options: Update Dropdown, Multiple Choice or Ranking Question Options

Webflow

  • Create Item: Adds a new item to a given collection.
  • Create Live Item: Adds a new item to a given collection on your published site.
  • Custom Actions (Beta): Create a new action using AI.
  • Fulfill Order: Fulfills an order.
  • Update Item: Updates an item.
  • Update Live Item: Updates a live item.
  • Update Order: Updates an order.

WebhooksByZapier

  • Custom Request: Fire off a custom request by providing raw details. Very flexible but unforgiving.
  • GET: Fire off a single GET request with optional querystrings.
  • POST: Fire off a single POST request as a form or JSON.
  • PUT: Fire off a single PUT request as a form or JSON.

WhatsappNotifications

  • Send Message: Sends a message to a WhatsApp user.

Woocommerce

  • Create Coupon: Creates a new Coupon.
  • Create Customer: Creates a new Customer.
  • Create Order: Creates a new Order.
  • Create Order Note: Creates a new Order Note.
  • Create Product: Creates a new Product or Variation.
  • Create Subscription: Creates a new Subscription.
  • Create Subscription Note: Creates a new Subscription Note.
  • Create User Membership: Creates a new User Membership.
  • Custom Actions (Beta): Create a new action using AI.
  • Update Coupon: Updates an existing Coupon.
  • Update Customer: Updates an existing Customer.
  • Update Order: Updates an existing Order.
  • Update Product: Updates an existing Product or Variation.
  • Update Product Price: Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
  • Update Product Stock Quantity: Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
  • Update Subscription: Updates an existing Subscription.
  • Update User Membership: Updates an existing User Membership.

Wordpress

  • Create Post: Creates a new post.
  • Create User: Creates a new user.
  • Custom Actions (Beta): Create a new action using AI.
  • Update Post: Updates a post.
  • Update User: Updates an existing user.
  • Upload Media: Upload a new media file, which can be used as featured media.

Wpforms

  • Custom Actions (Beta): Create a new action using AI.

Wunderlist

  • Complete Task: Completes a Task.
  • Create List: Creates a new list.
  • Create Sub Task: Creates a new sub-task within a task.
  • Create Task: Creates a new task in a list.

Xero

  • Add Items to Existing Sales Invoice: Adds line items to an existing sales invoice.
  • Add Note to Invoice: Add a note which will appear in the invoice history.
  • Add or Update Stock Items: Creates or updates one or more stock items.
  • Allocate Credit Note to Invoice: Allocates a credit note to an invoice.
  • Create Account: Creates a new account.
  • Create Bank Transaction: Creates a new Spend/Receive Money bank transaction.
  • Create Bank Transfer: Transfers money between two bank accounts.
  • Create Bill: Creates a new bill (Accounts Payable).
  • Create Credit Note: Creates a new credit note for a contact.
  • Create Employee: Creates an employee in Xero. (Exclusively for Australian Instances)
  • Create Inventory Item: Creates an inventory item.
  • Create New Quote Draft: Creates a new quote draft.
  • Create Payment: Applies a payment to an invoice.
  • Create Project: Creates a new project for a contact.
  • Create Purchase Order: Creates a new purchase order for a contact.
  • Create Repeating Sales Invoice: Creates a template that generates regular invoices.
  • Create Sales Invoice: Creates a new sales invoice (Accounts Receivable).
  • Create/Update Contact: Creates a new contact or updates a contact if a contact already exists.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Credit Note Allocation: Deletes a credit note allocation on an invoice.
  • Send Sales Invoice by Email: Send Sales Invoice by Email
  • Update Employee: Updates an existing employee in Xero. (Exclusively for Australian Instances)
  • Update Purchase Order: Updates an existing Purchase Order.
  • Update Quote: Updates an existing quote.
  • Update Sales Invoice: Updates existing sales invoice (Accounts Receivable).
  • Upload Attachment: Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Youtube

  • Add Video to Playlist: Add a video to one of your playlists
  • Custom Actions (Beta): Create a new action using AI.
  • Upload Video: Post a video to your channel

ZapierInterfaces

  • Create User: Creates a new user.
  • Remove User: Removes a user from Interface. This action will not fail if the user does not exist.

ZapierManager

  • Create Team Invitation: Invite a member to your Zapier team. This action is only available to Zapier for Teams users
  • Turn Zap On/Off: Turn a Zap on or off.

ZapierTables

  • Calculate Summary Formula: Calculates a Summary Formula for a Field.
  • Change Button State: Changes the state (enabled or disabled) and label of a button on an existing record.
  • Continue Zap Button Clicked: The Zap will run until this step, then wait until a Continue Button is clicked.
  • Create Record: Creates a new record on a table.
  • Create Table: Creates a new table.
  • Delete Record: Delete an existing record on a table.
  • Duplicate Table: Create a new table with an existing table as a template.
  • Increment or Decrement Value: Increments or Decrements a value on a number field of a record.
  • Update Record: Update an existing record on a table.

Zendesk

  • Add Comment to Ticket: Add a Comment to an existing Ticket.
  • Add Tag(s) to Ticket: Add one or more tags to an existing ticket.
  • Attach File to Ticket: Attach a file to an existing ticket.
  • Create Organization: Create a new organization.
  • Create Ticket: Create a new ticket.
  • Create User: Create a new user.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete User: Deletes the user and associated records from the account.
  • Remove Tag(s) from Ticket: Remove one or more tags from an existing ticket.
  • Update Organization: Update an existing organization.
  • Update Ticket: Update an existing ticket status or add comments.
  • Update User: Update an existing user.

ZohoCrm

  • Add Attachment: Add attachment to the selected Module entry
  • Add Tag: Add new tag to existing module entries
  • Convert Lead: Convert an existing lead to contact and account
  • Create Contact: Creates a new contact.
  • Create Entry in Module: Creates a new entry within a specific module. Custom modules are only supported for those on Zoho\
  • Create Lead: Creates a new lead.
  • Create Module Entry: Creates a new entry in a module
  • Create/Update Module Entry: Create or update module entries
  • Custom Actions (Beta): Create a new action using AI.
  • Update Contact: Updates a contact.
  • Update Lead: Updates a lead.
  • Update Module Entry: Update existing entry in the selected module
  • Update Related Module Entry: Relates an entry in this module with an entry in another module

Zoom

  • Create Meeting: Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
  • Create Meeting Registrant: Creates a new meeting registrant.
  • Create Webinar Registrant: Creates a new webinar registrant.
  • Custom Actions (Beta): Create a new action using AI.
  • Delete Meeting Recordings: Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them.