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How Zapier works
Zapier makes it easy to integrate Realvolve with SetSchedule - 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" from Realvolve.
Add your action
An action happens after the trigger—such as "Create Opportunity" in SetSchedule.
You’re connected!
Zapier seamlessly connects Realvolve and SetSchedule, 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
Triggers when a new contact is created.
Try ItTriggerPolling - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Price
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite- TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- Price
- LatitudeRequired
- LongitudeRequired
ActionSearch
- Full Name
- Title
- Company
- Home Address
- Home Phone
- Home Mobile Number
- Home Email
- Work Address
- Work Phone
- Work Mobile Number
- Work Email
- Tags
- Contact Source
- Start Workflow on New Contact
- Start Workflow on Contact Update
- Run Update Workflow Only Once
- Record Owner
- Notes
- Attachment URL
- SMS Text Message
ActionWrite- Opportunity Updated
Triggers when an opportunity was updated.
Try ItTriggerInstant - Opportunity IDRequired
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite
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