Supported SuperOffice triggers and actions
Triggers
Supported triggers and the events in SuperOffice CRM Online that cause them to be called.
| Trigger | Called when |
|---|---|
| New Company | A new company is created in SuperOffice. |
| New Contact | A new contact is created in SuperOffice. |
| New Sale | A new sale is created in SuperOffice. |
| New Appointment | A new appointment is created in SuperOffice. |
| Updated New Document | A new document is created in SuperOffice. |
| New Project | A new project is created in SuperOffice. |
| New Project Member | A new project member is created in SuperOffice. |
| Company Changed | A company in SuperOffice is updated. |
| Contact Changed | A contact in SuperOffice is updated. |
| Sale Changed | A sale is updated in SuperOffice (edited, sold, lost, completed). |
| Project Changed | A project in SuperOffice is updated. |
| Document Changed | A document in SuperOffice is updated. |
Actions
Supported actions and the effect they have on SuperOffice CRM Online when run.
| Action | Result |
|---|---|
| Create company | Creates a new company in SuperOffice. |
| Create contact | Creates a new contact in SuperOffice. |
| Create sale | Creates a new sale in SuperOffice. |
| Create appointment | Creates a new appointment in SuperOffice. |
| Create document | Creates a new document in SuperOffice. |
| Create project | Creates a new project in SuperOffice. |
| Create request | Creates a new request in SuperOffice. |
| Create request message | Creates a new request message. |
| Create project member | Creates a new project member in an existing project in SuperOffice. |
| Remove project member | Removes a project member from an existing project in SuperOffice. |
| Update document content | Updates content in an existing document in SuperOffice. |
Searches (find)
Searches you can run with Zapier to prevent creating duplicate information in SuperOffice.
| Search | Description |
|---|---|
| Find Company | Searches for a company with specified criteria in SuperOffice. |
| Find Contact | Searches for a contact with specified criteria in SuperOffice. |
| Find Sale | Searches for a sale with specified criteria. |
| Find request | Searches for a request with specified criteria. |
| Find project | Searches for a project with specified criteria . |
Zap templates
Zap templates are ready-made Zaps you can use as-is or amend to fit your particular workflow.
Slack
Inform your team in Slack (action) whenever a sales lead is created (trigger).
When you close a new sale (trigger), share the good news with your team in Slack (action).
Sync
Keep your Google sheets up to date (action) when new leads come in (trigger).
Keep your Google sheets up to date (action) with a new sale information (trigger).
Keep SuperOffice (trigger) and Google Drive (action) in sync automatically.
Keep Google Drive (trigger) and SuperOffice (action) in sync automatically.
Add new documents in DropBox (trigger) to SuperOffice (action).
Keep your Autopilot database up to date (action) when new contacts are created in SuperOffice (trigger)
Productivity
Stay on top of Trello board projects (action) when new companies are created in SuperOffice (trigger)
Create a new Trello board (action) when new sales are created in SuperOffice (trigger)
Create a new Trello card (action) when new sales are created in SuperOffice (trigger)
Stay on top of all your projects by syncing SuperOffice (action) and Asana (trigger).
Marketing
When you lose a sale (trigger), find out why via SurveyMonkey (action).
Capture new contacts in SuperOffice (action) when new Eventbrite attendees sign up (trigger)
Capture new contacts in SuperOffice (action) when forms are submitted using Wufoo (trigger)
Capture new contacts in SuperOffice (action) when forms are submitted using JotForm (trigger)
Set time aside automatically (action) whenever someone reaches out on Facebook (trigger).
Add new leads from Facebook Lead AS (trigger) as new contacts in SuperOffice (action).