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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 "Moment Update" from Opal.

Add your action

An action happens after the trigger—such as "Create Account" in Pipeliner Cloud.

You’re connected!

Zapier seamlessly connects Opal and Pipeliner Cloud, 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.

- Workspace
  Required
- Boards
  Required
- Column Name
- Column Value
Trigger
Polling
Try It
- File Name
  Required
- File URL
  Required
- Workspace
Action
Write
- Workspace
  Required
- Name
  Required
- Note
- Start Date
- Default Status
- Default Assignee
- Labels
Action
Write
- Workspace
  Required
- Legacy Moment ID
  Required
Action
Search
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It

- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
Action
Write
- Entity Name
  Required
Action
Write
- Select Pipeline
- Select Step
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Entity Name
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write

- Workspace
  Required
- Boards
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Legacy Moment ID
  Required
- Content Type
  Required
- Service
  Required
- Account
- Name
  Required
- Content
  Required
- Asset References
Action
Write
- Workspace
  Required
- Plan
  Required
- Graph
  Required
- Date/Time
  Required
- Series Data
  Required
Action
Write
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
Action
Write
- Id
  Required
Action
Write
- Entity Name
  Required
- Id
  Required
Action
Write
- Id
  Required
- Select Pipeline
- Select Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Select Pipeline
- Select Step
Action
Search or write
- Search Type Operator
  Required
- Activity Type
Action
Search or 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 Opal and Pipeliner Cloud 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 Opal to Pipeliner Cloud integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Opal

Opal is a platform for marketing and communications teams to plan and visualize their work.

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Related categories

Marketing

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.