To help you on your way getting the most out of Zapier, we have written up some Recipes that hopefully inspire you! This page is split up by the different actions that you can perform using our Zapier app.
Support Systems
| System | Trigger Type | Description | How to Setup? |
| Zendesk | Display Activity in CG | Create an Activity when a Support Ticket gets Solved | View Here |
| Zendesk | Survey Send from CG | Send A Survey from CG when a Ticket is closed in Zendesk | View Here |
| Freshdesk | Display Activity in CG | Create an Activity when a Support Ticket gets Solved | View Here |
| Fresdesk | Survey Send from CG | Send A Survey from CG when a Ticket is closed in Fresdesk | View Here |
Proposals, Quotes, Contracts Systems
| System | Trigger Type | Description | How to Setup? |
| PandaDoc | Display Activity in CG | PandaDoc: Create an Activity when a Contract gets signed | View Here |
CRM Systems
| System | Trigger Type | Description | How to Setup? |
| SuperOffice | Survey Send from CG | Send a Survey from CG when a Sale is Sold in SuperOffice | View Here |
| SuperOffice | Survey Send from CG | Send a Survey from CG when a Sale is Lost in SuperOffice | View Here |
| SuperOffice | Display Activity in CG | Create an Activity in CG when a Sale is Sold in SuperOffice | View Here |
| SuperOffice | Display Activity in CG | Create an Activity CG when a Sale is Lost in SuperOffice | View Here |
Update/Create Activity
Are you looking to add vital moments of engagement with your accounts to your Activity Timeline? Using the "Update/Create Activity" Action in Zapier, you can do so without writing any code!
While this page shows you some of the examples you can do with Zapier, you're not limited to only these examples! If you'd like to use any other system, make sure to read the Update/Create Activity article!