Better Agency Triggers & Actions for Zapier

This page lists the triggers and actions that are available with Better Agency's Zapier integration.

Triggers:

• New Contact Added
• New Note Created
• New Tag Added to Contact
• New Task Created
• Opportunity Stage Move
• Renewal Pipeline Stage Move
• Service Pipeline Stage Move

Actions:

1. Create Service Request
2. Create/Update Client

3. Create/Update Prospect - This action can create or update prospect in Better Agency, including creating or updating an opportunity stage.