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New Zapier trigger actions available to bring even more data into eduCRM

Updated: Jan 3, 2023

Zapier lets you connect the platform with thousands of popular apps, so you can automate your work and have more time for what matters most.

Connections — called Zaps — are set up with no coding skills in minutes, saving you hours of manual entry.

Several new Zapier actions and triggers make it easier for you to move information between your web apps.

Zapier triggers

A trigger in Zapier happens in an app that you want to be the start of a "Zap's" workflow, including:

  • New or Updated Custom Object Record - Triggers when a Custom Object record is created or updated.

  • Custom Object Record Deleted - Triggers when a Custom Object record is deleted in ActiveCampaign.

  • Deal Task Completed - Triggers when a deal task has been completed.

  • Tag Added or Removed from Contact - Triggers when a tag is added or removed from a contact.

New Zapier Actions

An action in Zapier is something your "Zap" does after a trigger occurs, including:.

  • Remove Contact from Automation - The contact will be removed from this active automation.

  • Add Contact to Account - Adds a contact to an account (ie., high school).

  • Add/Remove Tag from Contact - Add or remove a tag from a contact.

  • Create Contact Task - Creates a contact task.

  • Create or Update a Custom Object Record - Creates a new custom object record or updates an existing record.

  • Add Secondary Contact to Deal - With a "deal ID" and a "contact ID," set the corresponding contact as a secondary on the deal in your pipeline.

  • Subscribe or Unsubscribe Contact from List - Subscribes a contact to a list it is not associated with, or Unsubscribes a contact from a list they are associated with.

With dozens of supported actions and triggers, the platform's Zapier connection unifies your student journey so you can be more efficient and effective.

To get started, you will need a Zapier Account.

For more information, contact our support team.

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