Supported SuperOffice triggers and actions

Triggers

Supported triggers and the events in SuperOffice CRM Online that cause them to be called.

Trigger	Called when
New
New Appointment	A new appointment is created in SuperOffice.
New Company	A new company is created in SuperOffice.
New Contact	A new contact is created in SuperOffice.
New Document	A new document is created in SuperOffice.
New Project Member	A new project member is created in SuperOffice.
New Project	A new project is created in SuperOffice.
New Request	A new request is created in SuperOffice.
New Sale	A new sale is created in SuperOffice.
Changed
Appointment Changed	An appointment in SuperOffice is updated.
Company Changed	A company in SuperOffice is updated.
Contact Changed	A contact in SuperOffice is updated.
Document Changed	A document in SuperOffice is updated.
Project Changed	A project in SuperOffice is updated.
Project Member Changed	A project member in SuperOffice is updated.
Sale Changed	A sale in SuperOffice is updated (edited, sold, lost, completed).

Actions

Supported actions and the effect they have on SuperOffice CRM Online when run.

Action	Result
Create
Create appointment	Creates a new appointment in SuperOffice.
Create company	Creates a new company in SuperOffice.
Create contact	Creates a new contact in SuperOffice.
Create document	Creates a new document in SuperOffice.
Create project member	Creates a new project member in an existing project in SuperOffice.
Create project	Creates a new project in SuperOffice.
Create request message attachment	Creates a new request message attachment in SuperOffice in an existing request message.
Create request message	Creates a new request message in an existing request.
Create request	Creates a new request in SuperOffice.
Create sale	Creates a new sale in SuperOffice.
Remove
Remove project member	Removes a project member from an existing project in SuperOffice.
Search
Find Company	Searches for a company with specified criteria in SuperOffice.
Find Contact	Searches for a contact with specified criteria in SuperOffice.
Find project	Searches for a project with specified criteria in SuperOffice.
Find request	Searches for a request with specified criteria in SuperOffice.
Find Sale	Searches for a sale with specified criteria in SuperOffice.
Update
Update appointment	Updates an existing appointment in SuperOffice.
Update company	Updates an existing company in SuperOffice.
Update contact	Updates an existing contact in SuperOffice.
Update document content	Updates content in an existing document in SuperOffice.
Update project	Updates an existing project in SuperOffice.
Update request	Updates an existing request in SuperOffice.
Update sale	Updates an existing sale in SuperOffice.

Zap templates

Zap templates are ready-made Zaps to use as-is or amend to fit a particular workflow.

Slack

Inform a team in Slack (action) whenever a sales lead is created (trigger).
When you close a new sale (trigger), share the good news with a team in Slack (action).

Sync

Keep Google sheets up to date (action) when new leads come in (trigger).
Keep Google sheets up to date (action) with a new sale information (trigger).
Keep SuperOffice (trigger) and Google Drive (action) in sync automatically.
Keep Google Drive (trigger) and SuperOffice (action) in sync automatically.
Add new documents in DropBox (trigger) to SuperOffice (action).
Keep Autopilot database up to date (action) when new contacts are created in SuperOffice (trigger)

Productivity

Stay on top of Trello board projects (action) when new companies are created in SuperOffice (trigger)
Create a new Trello board (action) when new sales are created in SuperOffice (trigger)
Create a new Trello card (action) when new sales are created in SuperOffice (trigger)
Stay on top of all projects by syncing SuperOffice (action) and Asana (trigger).

Marketing

When you lose a sale (trigger), find out why via SurveyMonkey (action).
Capture new contacts in SuperOffice (action) when new Eventbrite attendees sign up (trigger)
Capture new contacts in SuperOffice (action) when forms are submitted using Wufoo (trigger)
Capture new contacts in SuperOffice (action) when forms are submitted using JotForm (trigger)
Set time aside automatically (action) whenever someone reaches out on Facebook (trigger).
Add new leads from Facebook Lead AS (trigger) as new contacts in SuperOffice (action).

​Triggers

​Actions

​Zap templates

​Slack

​Sync

​Productivity

​Marketing