Create a SuperOffice CRM new trigger

Some tooltip text!

• 4 minutes to read

 • 4 minutes to read

Use a new trigger when you want your Zap to start whenever a new record is created in SuperOffice CRM.

Each record type (such as Sale, Contact, or Project) has its own trigger event.

Use the tabs below to view the specific steps and screenshots for each trigger type. All other steps on this page are identical for every event.

Note

To create Zaps, you must connect a SuperOffice CRM account that has General Administrator user rights.

Steps

1. On the Zaps page, click Create.

2. Click the Trigger step to open a window for selecting the application to use.

   

   Search for and click on SuperOffice.

   

3. A side menu opens. In the Trigger event section, select the event to listen for. For example, New Contact or New Sale.

4. Click the Account section and log in using a SuperOffice account.

5. Click the Continue button at the bottom of the side panel to proceed to the Test step, where the trigger can be verified by selecting Continue with selected record.

6. Click the Action step to open a window for selecting the application to use. This can be an action in Gmail, another external system, or a SuperOffice action.

   

• New Appointment
• New Company
• New Contact
• New Document
• New Project Member
• New Project
• New Request
• New Sale

• In the Trigger event section, select New Appointment.

  

• Verify the trigger:

  

• When the New Appointment trigger runs in SuperOffice CRM, the chosen action executes automatically.

• Related actions and triggers:

  • Create Appointment action
  • Update Appointment action
  • Appointment Changed trigger