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.
To create Zaps, you must connect a SuperOffice CRM account that has General Administrator user rights.
Steps
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On the Zaps page, click Create.
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Click the Trigger step to open a window for selecting the application to use.
Search for and click on SuperOffice.
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A side menu opens. In the Trigger event section, select the event to listen for. For example, New Contact or New Sale.
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Click the Account section and log in using a SuperOffice account.
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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.
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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
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In the Trigger event section, select New Appointment.
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Verify the trigger:
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When the New Appointment trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Company.
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Verify the trigger:
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When the New Company trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Contact.
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Verify the trigger:
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When the New Contact trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Document.
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Verify the trigger:
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When the New Document trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Project Member.
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Verify the trigger:
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When the New Project Member trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Project.
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Verify the trigger:
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When the New Project trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Request.
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Verify the trigger:
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When the New Request trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
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In the Trigger event section, select New Sale.
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Verify the trigger:
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When the New Sale trigger runs in SuperOffice CRM, the chosen action executes automatically.
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Related actions and triggers:
