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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Campaign Action" from kvCORE.

Add your action

An action happens after the trigger—such as "Add to Board" in Oktopost.

You’re connected!

Zapier seamlessly connects kvCORE and Oktopost, 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.

- Campaign Zap ID
  Required
Trigger
Instant
Try It
- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
Action
Write
List Workflows
Triggers when the user searches for workflows
Trigger
Polling
Try It
New Advocacy Story
Triggers when a new story is created on the advocacy board.
Trigger
Instant
Try It
New Note on Conversation
Triggers when a new note is added to a conversation.
Trigger
Instant
Try It

New Campaign
Triggers when a new campaign is created.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is available in your inbox.
Trigger
Instant
Try It

- Board Id
  Required
- Message Id
  Required
- Topic Ids
Action
Write
- Campaign URL
- Campaign Name
Action
Write
- Message Id
  Required
- Social Profiles
  Required
- Publish In
  Required
Action
Write
- Campaign Name
Action
Search
- Campaign Name
Action
Search
- Board
Action
Search
- Campaign Name
- Campaign URL
Action
Search or write

New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Trigger
Instant
Try It
- Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
Action
Write
Native Post Sent
Triggers when a native post is added from social media
Trigger
Instant
Try It
New Assignment
Triggers when a conversation is assigned to a new user.
Trigger
Instant
Try It
- Board
Trigger
Instant
Try It
New Social Conversion
Triggers when a social conversion is captured.
Trigger
Instant
Try It
Post Sent
Triggers when a post is sent to social media.
Trigger
Instant
Try It
- Resource URL
  Required
Action
Write
- Network
  Required
- Campaign
  Required
- Note
- Link Attachment URL
- Link Attachment Title
- Link Attachment Description
- Link Attachment Image URL
- Media
Action
Write
- Board Id
  Required
- Campaign
  Required
- Title
- Link Attachment Description
- Link
- Media Attachments
- Topic Ids
- Featured
- Generate messages
- Workflow
Action
Write
- Email
Action
Search
- Board
Action
Search
- Board
Action
Search

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

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Customers have created over 25 million Zaps on the platform

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

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

Learn about AI automation

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Oktopost

Oktopost is a B2B social engagement suite that supports modern data-driven organizations.