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Quickly connect Cone to Seamlss with a Zapier template.

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Create individual prospects in Cone from newly created leads in Seamlss
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Seamlss + Cone

Create individual prospects in Cone from newly created leads in Seamlss

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Seamlss + Cone

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Converted to Customer" from Cone.

Add your action

An action happens after the trigger—such as "Add Client (Deprecated)" in Seamlss.

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Zapier seamlessly connects Cone and Seamlss, 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.

Client Converted to Customer
Triggers when a prospect is converted to customer.
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Client Request Completed
Triggers when a client request is completed
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Client Request Sent
Triggers when a client request is sent
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
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Invoice Updated
Triggers when invoice is updated.
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Project Created
Triggers when a project is created manually
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Project Edited
Triggers when a project is edited
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Project Overdue
Triggers when a project is overdue
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Instant
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Proposal Created
Triggers when proposal is saved for the first time.
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Instant
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Proposal Published
Triggers when a proposal is published
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Instant
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Task Completed
Triggers when an internal task is completed
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Task Overdue
Triggers when an internal task is overdue
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Contact Email
  Required
- Phone
Action
Write
- First Name
- Last Name
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
Client Verified
Triggers when client identity is verified. Returns contact details.
Trigger
Polling
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Lead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Trigger
Polling
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- First Name
- Middle Name
- Last Name
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
Action
Write
- Link Code
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email Address
  Required
- Phone Number
  Required
Action
Write

Client Created
Triggers when a Client is created.
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Instant
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Client Request Created
Triggers when a client request is created
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Client Updated
Triggers when a Client is updated.
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Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
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Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
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Instant
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Project Ended
Triggers when a project is ended
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Instant
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Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
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Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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Task Created
Triggers when an internal task is created
Trigger
Instant
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- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last name
  Required
- Contact Middle Name
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write
Client Onboarded
Triggers when client is onboarded. Returns contact details.
Trigger
Polling
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Lead Created
Triggers when lead is created. Returns contact details.
Trigger
Polling
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Client Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Trigger
Polling
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- First Name
- Middle Name
- Last Name
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
Action
Write

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Connect Cone and Seamlss 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 Cone to Seamlss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cone

Cone Unified Proposals and Practice Management Software

HelpHelp

Related categories

Accounting

About Seamlss

Seamlss allows you to onboard your clients with ease to collect and collate data. Make life seamless with Seamlss.

HelpHelp

Related categories

Accounting

Connect Cone and Seamlss to unlock the power of automation

Set up your first integration

Create individual prospects in Cone from newly created leads in Seamlss

Create individual prospects in Cone from newly created leads in Seamlss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Cone and Seamlss to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Cone to Seamlss on the world's largest no-code automation platform