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How Zapier works
Zapier makes it easy to integrate The Bot Forge with CRM Web App - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact Form Submission" from The Bot Forge.
Add your action
An action happens after the trigger—such as "Create Affiliate" in CRM Web App.
You’re connected!
Zapier seamlessly connects The Bot Forge and CRM Web App, 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.
- New Contact Form Submission
Triggers when a user submits the contact form.
Try ItTriggerInstant - New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try ItTriggerInstant - New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite
- New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try ItTriggerInstant - New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
ActionWrite
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