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


SystemTrigger TypeDescriptionHow to Setup?
ZendeskDisplay Activity in CGCreate an Activity when a Support Ticket gets SolvedView Here
ZendeskSurvey Send from CGSend A Survey from CG when a Ticket is closed in ZendeskView Here
FreshdeskDisplay Activity in CGCreate an Activity when a Support Ticket gets SolvedView Here
FresdeskSurvey Send from CGSend A Survey from CG when a Ticket is closed in FresdeskView Here



Proposals, Quotes, Contracts Systems


SystemTrigger TypeDescriptionHow to Setup?
PandaDocDisplay Activity in CG

PandaDoc: Create an Activity when a Contract gets signed

View Here


CRM Systems


SystemTrigger TypeDescriptionHow to Setup?
SuperOfficeSurvey Send from CG

Send a Survey from CG when a Sale is Sold in SuperOffice

View Here
SuperOfficeSurvey Send from CGSend a Survey from CG when a Sale is Lost in SuperOfficeView 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!