> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a SuperOffice CRM new trigger

> How to use SuperOffice new record trigger with Zapier

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.
</Note>

## Steps

1. On the Zaps page, click **Create**.

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

   ![Zapier window showing the Create your trigger step -screenshot][img2]

   Search for and click on **SuperOffice**.

   ![Zapier: Search for SO -screenshot][img1]

   [img1]: /media/loc/en/integrations/zapier/search-superoffice-in-zapier.png

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.

   ![Zapier: Select your action -screenshot][img1]

   [img1]: /media/loc/en/integrations/zapier/select-action.png

<Tabs>
  <Tab title="New Appointment">
    * In the **Trigger event** section, select **New Appointment**.

      ![Zapier setup window showing the New Appointment trigger option -screenshot][img6]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img7]

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

    * Related actions and triggers:

      * [Create Appointment action][4]
      * [Update Appointment action][5]
      * [Appointment Changed trigger][3]
  </Tab>

  <Tab title="New Company">
    * In the **Trigger event** section, select **New Company**.

      ![Zapier setup window showing the New Company trigger option -screenshot][img8]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img9]

    * When the **New Company** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Company action][7]
      * [Update Company action][8]
      * [Company Changed trigger][3]
  </Tab>

  <Tab title="New Contact">
    * In the **Trigger event** section, select **New Contact**.

      ![Zapier setup window showing the New Contact trigger option -screenshot][img10]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img11]

    * When the **New Contact** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Contact action][10]
      * [Update Contact action][11]
      * [Contact Changed trigger][3]
  </Tab>

  <Tab title="New Document">
    * In the **Trigger event** section, select **New Document**.

      ![Zapier setup window showing the New Document trigger option -screenshot][img12]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img13]

    * When the **New Document** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Document action][13]
      * [Update Document action][14]
      * [Document Changed trigger][3]
  </Tab>

  <Tab title="New Project Member">
    * In the **Trigger event** section, select **New Project Member**.

      ![Zapier setup window showing the New Project Member trigger option -screenshot][img14]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img15]

    * When the **New Project Member** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Project Member action][16]
      * [Remove Project Member action][17]
      * [Project Member Changed trigger][3]
  </Tab>

  <Tab title="New Project">
    * In the **Trigger event** section, select **New Project**.

      ![Zapier setup window showing the New Project trigger option -screenshot][img16]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img17]

    * When the **New Project** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Project action][19]
      * [Update Project action][20]
      * [Project Changed trigger][3]
  </Tab>

  <Tab title="New Request">
    * In the **Trigger event** section, select **New Request**.

      ![Zapier setup window showing the New Request trigger option -screenshot][img18]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img19]

    * When the **New Request** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Request action][22]
      * [Update Request action][23]
  </Tab>

  <Tab title="New Sale">
    * In the **Trigger event** section, select **New Sale**.

      ![Zapier setup window showing the New Sale trigger option -screenshot][img4]

    * Verify the trigger:

      ![Zapier test window showing successful trigger verification -screenshot][img5]

    * When the **New Sale** trigger runs in SuperOffice CRM, the chosen action executes automatically.

    * Related actions and triggers:

      * [Create Sale action][1]
      * [Update Sale action][2]
      * [Sale Changed trigger][3]
  </Tab>
</Tabs>

[1]: ../actions/create-sale

[2]: ../actions/update-sale

[4]: ../actions/create-appointment

[5]: ../actions/update-appointment

[7]: ../actions/create-company

[8]: ../actions/update-company

[10]: ../actions/create-contact

[11]: ../actions/update-contact

[13]: ../actions/create-document

[14]: ../actions/update-document-content

[16]: ../actions/create-project-member

[17]: ../actions/remove-project-member

[19]: ../actions/create-project

[20]: ../actions/update-project

[22]: ../actions/create-request

[23]: ../actions/update-request

[3]: ./changed

[img2]: /media/loc/en/integrations/zapier/new-zap-window.png

[img4]: /media/loc/en/integrations/zapier/new-sale-action.png

[img5]: /media/loc/en/integrations/zapier/new-sale-output.png

[img6]: /media/loc/en/integrations/zapier/new-appointment-action.png

[img7]: /media/loc/en/integrations/zapier/new-appointment-output.png

[img8]: /media/loc/en/integrations/zapier/new-company-action.png

[img9]: /media/loc/en/integrations/zapier/new-company-output.png

[img10]: /media/loc/en/integrations/zapier/new-contact-action.png

[img11]: /media/loc/en/integrations/zapier/new-contact-output.png

[img12]: /media/loc/en/integrations/zapier/new-document-action.png

[img13]: /media/loc/en/integrations/zapier/new-document-output.png

[img14]: /media/loc/en/integrations/zapier/new-project-member-action.png

[img15]: /media/loc/en/integrations/zapier/new-project-member-output.png

[img16]: /media/loc/en/integrations/zapier/new-project-action.png

[img17]: /media/loc/en/integrations/zapier/new-project-output.png

[img18]: /media/loc/en/integrations/zapier/new-request-action.png

[img19]: /media/loc/en/integrations/zapier/new-request-output.png