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Quickly connect fieldd to Privyr with a Zapier template.
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Zapier makes it easy to integrate fieldd with Privyr - 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 "Mark Invoice Paid" from fieldd.
Add your action
An action happens after the trigger—such as "Create Client " in Privyr.
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Zapier seamlessly connects fieldd and Privyr, 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.
- Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItTriggerInstant - New Customer
Triggers when a new customer is created.
Try ItTriggerInstant - New Sales Receipt
Triggers when a new cash or card sales receipt is created.
Try ItTriggerInstant
- New Booking
Triggers when a new job is booked.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is created.
Try ItTriggerInstant - Client NameRequired
- Phone Number
- Email Address
- Additional Client Details
- Lead SourceRequired
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