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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Incoming Texts" from DialMyCalls.

Add your action

An action happens after the trigger—such as "Create Client" in Firm360.

You’re connected!

Zapier seamlessly connects DialMyCalls and Firm360, automating your workflow.

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.

- Group ID
- From Number
- To Number
- Status
- Created At
- Updated At
Trigger
Instant
Try It
- First name
- Last name
- Phone
- Phone extension
- Email address
- Extra data
- Group
Action
Write
Client Added or Updated
Triggers when client is added or updated.
Trigger
Polling
Try It
- Name
- Number
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Write
- Name
- Client
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Write

- Number
- Name
Action
Search
- Client
  Required
- Name
Action
Search

- Number
- Name
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Search or write
- Client
  Required
- Name
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Search or write

- Name
- Caller ID
  Required
- Recording ID
  Required
- Contacts
  Required
Action
Write
- Name
- Vanity Number
  Required
- Message
  Required
- Contacts
  Required
Action
Write
Project Updated
Triggers when project is created or status is changed.
Trigger
Polling
Try It
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Email address
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Write
- Name
- Client
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Write
- Email address
- Client
  Required
Action
Search
- Client
  Required
- Name
Action
Search
- Email address
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Search or write
- Client
  Required
- Name
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Search or write

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DialMyCalls and Firm360 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

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.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your DialMyCalls to Firm360 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About DialMyCalls

DialMyCalls provides calling and texting to customers around the world. We offer reporting for all broadcasts as well as a contact management system.

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Related categories

Phone & SMS

About Firm360

Firm360 is an all-in-one practice management system for accounting firms.