> ## 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.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Supported SuperOffice triggers and actions

> Overview of SuperOffice triggers and actions supported by Zapier. List of Zap templates.

## Triggers

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

| Trigger | Called when |
| - | - |
| **New** | |
| [New Appointment][1] | A new appointment is created in SuperOffice. |
| [New Company][1] | A new company is created in SuperOffice. |
| [New Contact][1] | A new contact is created in SuperOffice. |
| [New Document][1] | A new document is created in SuperOffice. |
| [New Project Member][1] | A new project member is created in SuperOffice. |
| [New Project][1] | A new project is created in SuperOffice. |
| [New Request][1] | A new request is created in SuperOffice. |
| [New Sale][1] | A new sale is created in SuperOffice. |
| **Changed** | |
| [Appointment Changed][9] | An appointment in SuperOffice is updated. |
| [Company Changed][9] | A company in SuperOffice is updated. |
| [Contact Changed][9] | A contact in SuperOffice is updated. |
| [Document Changed][9] | A document in SuperOffice is updated. |
| [Project Changed][9] | A project in SuperOffice is updated. |
| [Project Member Changed][9] | A project member in SuperOffice is updated. |
| [Sale Changed][9] | 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][16] | Creates a new appointment in SuperOffice. |
| [Create company][17] | Creates a new company in SuperOffice. |
| [Create contact][18] | Creates a new contact in SuperOffice. |
| [Create document][19] | Creates a new document in SuperOffice. |
| [Create project member][20] | Creates a new project member in an existing project in SuperOffice. |
| [Create project][21] | Creates a new project in SuperOffice. |
| [Create request message attachment][22] | Creates a new request message attachment in SuperOffice in an existing request message. |
| [Create request message][23] | Creates a new request message in an existing request. |
| [Create request][24] | Creates a new request in SuperOffice. |
| [Create sale][25] | Creates a new sale in SuperOffice. |
| **Remove** | |
| [Remove project member][26] | Removes a project member from an existing project in SuperOffice. |
| **Search** | |
| [Find Company][27] | Searches for a company with specified criteria in SuperOffice. |
| [Find Contact][28] | Searches for a contact with specified criteria in SuperOffice. |
| [Find project][29] | Searches for a project with specified criteria in SuperOffice. |
| [Find request][30] | Searches for a request with specified criteria in SuperOffice. |
| [Find Sale][31] | Searches for a sale with specified criteria in SuperOffice. |
| **Update** | |
| [Update appointment][32] | Updates an existing appointment in SuperOffice. |
| [Update company][33] | Updates an existing company in SuperOffice. |
| [Update contact][34] | Updates an existing contact in SuperOffice. |
| [Update document content][35] | Updates content in an existing document in SuperOffice. |
| [Update project][36] | Updates an existing project in SuperOffice. |
| [Update request][37] | Updates an existing request in SuperOffice. |
| [Update sale][38] | 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).

[1]: ./howto/triggers/new

[9]: ./howto/triggers/changed

[16]: ./howto/actions/create-appointment

[17]: ./howto/actions/create-company

[18]: ./howto/actions/create-contact

[19]: ./howto/actions/create-document

[20]: ./howto/actions/create-project-member

[21]: ./howto/actions/create-project

[22]: ./howto/actions/create-request-message-attachment

[23]: ./howto/actions/create-request-message

[24]: ./howto/actions/create-request

[25]: ./howto/actions/create-sale

[26]: ./howto/actions/remove-project-member

[27]: ./howto/actions/search-company

[28]: ./howto/actions/search-contact

[29]: ./howto/actions/search-project

[30]: ./howto/actions/search-request

[31]: ./howto/actions/search-sale

[32]: ./howto/actions/update-appointment

[33]: ./howto/actions/update-company

[34]: ./howto/actions/update-contact

[35]: ./howto/actions/update-document-content

[36]: ./howto/actions/update-project

[37]: ./howto/actions/update-request

[38]: ./howto/actions/update-sale
