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How Zapier works
Zapier makes it easy to integrate zipForm Plus with Real reZEN - 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 zipForm Plus.
Add your action
An action happens after the trigger—such as "Find Transactions" in Real reZEN.
You’re connected!
Zapier seamlessly connects zipForm Plus and Real reZEN, 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 added to a zipForm Address Book.
Try ItTriggerPolling - Yenta Agent IdRequired
- Transaction LifeCycleRequired
- Page NumberRequired
- Page SizeRequired
- Sort ByRequired
- Sort DirectionRequired
ActionWrite- Loan IdRequired
ActionWrite- Team IdRequired
ActionWrite
- First NameRequired
- Last NameRequired
- Email
- Title
- Middle Name
- Suffix
- Company
- Address
- City
- State
- Zip Code
- Phone
- Mobile Phone
- Web Site Address
- Fax
- Category
ActionWrite- Agent Yenta IDRequired
ActionWrite- Loan IdRequired
ActionWrite- Transaction IdRequired
ActionWrite
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