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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 "Triggers When Fetch Annotations" from Crystal Ball.

Add your action

An action happens after the trigger—such as "Create Contact" in Smarty Accounting.

You’re connected!

Zapier seamlessly connects Crystal Ball and Smarty Accounting, 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.

- Show Website Monitoring
- Show Manual Annotations
- Show CSV Annotations
- Show API Annotations
Trigger
Polling
Try It
- Category
  Required
- Event Name
  Required
- URL
- Description
- Show At
- Google Analytics Property Id
Action
Write
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
New Item
Triggers when a new item is created
Trigger
Polling
Try It
- Contact Type
- First name
- Last name
- Display name
  Required
- Email
- Company name
- Postcode
- Country
- State
- City
- Address Line 1
- Address Line 2
- Home Phone
- Business Phone
- Mobile
- Fax
- Description
Action
Write

Triggers When a New Annotation Is Added in Crystal Ball.
Triggers when a new annotation is added in Crystal Ball.
Trigger
Instant
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New Bill
Triggers when a new bill is created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
- Item Type
- Item name
- Sales Price
- Sales Description
- Purchase Price
- Purchase Description
Action
Write

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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 Crystal Ball and Smarty Accounting 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 Crystal Ball to Smarty Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Crystal Ball

Crystal Ball helps highlight valuable data insights by simplifying and automating the tracking of actions and events

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Related categories

Analytics

About Smarty Accounting

Smarty Accounting is a comprehensive accounting and invoicing software for SMEs. The platform can monitor your ban account and remind clients about overdue payments, minimising the amount of accounting work you do.