Recommended Integration Features

Whether you’re just starting to scope out a new Zapier integration build or already have a successfully launched one in our App Directory, it’s helpful to know what features users find the most valuable and thus, are the most widely used, across Zapier’s various app categories. Ensuring your integration covers the foundational triggers, actions, and searches applicable to your app will provide more utility to your users.

Top Triggers, Actions, and Searches by App Category

The lists provided are not meant to encompass every possible model or object specific to individual apps. Rather, they represent a more general overview of the most frequently observed ones in each category to serve as a guide to apply to your own app. The key point to remember is to maintain consistent terminology between your Zapier integration and platform so users have a clear connection between the two.

Let’s use a CRM app as an example. Maybe on your platform, new entries are referred to as ‘Contacts’. On another, they could be called ‘Leads’, ‘Clients’, ‘Persons’, or any term unique to the platform, such as ‘Hoomans’ or ‘Zaperonis’. You may not find ‘Zaperonis’ listed below, but if you see a similar concept like a ‘New Contact’ trigger, you can apply the same logic with a ‘New Zaperoni’ trigger for your integration.

If you don’t see a list for your specific category, we may not have sufficient integrations within it to surface best practices or may be working on it. Reach out via our Partner support channel to request a category.

Accounting

Triggers Actions Searches Search or Creates
New Payment Create Invoice/Bill Find Customer/Client/Contact Find or Create Customer/Client/Contact
New Invoice/Bill Create Payment Find Product(s)  
New Customer/Contact/Client Create Customer/Contact/Client Find Invoice  
New Expense Create/Record Sale/Sales Receipt    
New Quote/Estimate Send Invoice    
New Transaction Create Expense    

Ads & Conversions

Triggers Actions Searches Search or Creates
New Lead/Subscriber/Visit *Send Event/Conversion/Measurement    
New Form Response/Entry Add Contact/Email to List/Audience    

*Be sure your actions cover all types of events or conversions your app supports, such as ‘offline’, ‘lead’, ‘funnel’, etc.

AI Tools

Triggers Actions Searches Search or Creates
(Chat) New Message Send Prompt    
New Transcription/Recording/Video/Image Ready Request/Generate Image/Transcription/Video/etc.    

Bookmark Managers

Triggers Actions Searches Search or Creates
New Item/Bookmark Bookmark/Add Page/Item    
New Favorited Item      
New Tagged Item      

Calendar

Triggers Actions Searches Search or Creates
New or Updated Event/Meeting Create Event Find Event Find or Create Event
Event Started Add Attendee to Event    
Event Ended Update Event    
Event Cancelled Delete Event    

Call Tracking

Triggers Actions Searches Search or Creates
Call completed      
New Call/Call Started      
Call tagged      

Contact Management

Triggers Actions Searches Search or Creates
New Contact/Lead/Person/Company Create Contact/Lead/Person/Company Find Contact/Lead/Person/Company Find or Create Contact/Lead/Person/Company
New Form Submission/Entry Update Contact/Lead/Person/Company    
Updated Contact/Lead/Person/Company *Create or Update Contact/Lead/Person/Company    
  Add Contact to Group/Tag/List    

*If you’re adding a “Create or Update” action instead of an “Update” action along with a “Find or Create” action, it’s best practice to return in the response payload if the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario.

Customer Support

Triggers Actions Searches Search or Creates
New Ticket/Request Create Ticket/Request/Conversation Find Customer/User/Lead Find or Create Customer/User/Lead
New Chat/Message/Conversation Create or Update User/Lead/Contact Find Ticket/Request  
New Customer/User/Lead Add/Remove Tag on User/Ticket/Lead    
Finished/Closed Chat Add Comment/Note on Ticket    
Tag Added to Customer/User/Lead Send Message    

CRM (Customer Relationship Management)

Triggers Actions Searches Search or Creates
New Record *Create Record/X *Find Record/X (most importantly Contacts/Lead/Person) *Find or Create Record/X (most importantly Contacts/Lead/Person)
New Contact/Lead/Person *Update Record/X    
*New X Add Lead to Campaign/Group    
**Updated Record/Contact/Lead/Person/X *Add Tag to X    
Updated Stage/Status on Deal/Opportunity Update Stage    
Tag Added/Removed Attach/Upload File    

*“X” represents your app’s various models or objects such as Deal, Project, etc. Make sure to cover the most popular models at a minimum. You can create individual triggers, actions, and searches for each or a single ones where users can select different models in an input field.

**“Updated” triggers for CRMs are often most useful when users are able to specify which field(s) to watch for updates on, instead of triggering on any and all updates.

Databases

Triggers Actions Searches Search or Creates
New Record/Row Create Record/Row Find Record/Row - return a single result Find or Create Record/Row
Updated Record/Row Update Record/Row *Find Record(s)/Row(s) - return multiple results  
  Find Record/Row via Custom Query    

*Zapier searches automatically return only the first result in the response. To return multiple results, return the set of results as an array of objects under a descriptive key.

Documents

Triggers Actions Searches Search or Creates
New Document Create Document (from template) Find Document Find or Create Document
Document Completed Upload Document    
Document Status Updated      
Document Sent      
Document Signed      

Drip Email

Triggers Actions Searches Search or Creates
New Subscriber/Prospect Add/Remove Tag from Subscriber/Lead/Prospect/Contact Find Subscriber/Lead/Prospect/Contact Find or Create Subscriber/Lead/Prospect/Contact
New Tagged Subscriber Create Subscriber/Lead/Prospect/Contact    
New Unsubscribe Update Subscriber/Lead/Prospect/Contact    
New Reply Add Subscriber/Lead/Prospect/Contact to Sequence/Campaign/List/Audience    

eCommerce

Triggers Actions Searches Search or Creates
New Order/Purchase/Sale (with line-item support) Create Order Find Customer Find or Create Customer
New Paid Order/Payment Received Create Customer Find Order  
New Customer Update Customer Find Product  
New Cancelled Order/Subscription Create Product    
Abandoned Cart      

Email

Triggers Actions Searches Search or Creates
New Email Matching Search Send Email Find Email Find or Create Contact
New Email Create Draft Email Find Contact Find or Create Email
New Labeled/Tagged/Starred Email Validate Email (if applicable)    
New Attachment Create Contact    
  Add Label to Email    

Email Newsletter

Triggers Actions Searches Search or Creates
New Subscriber/Contact *Create or Update Subscriber/Contact Find Subscriber/Contact Find or Create Subscriber/Contact
New Subscriber/Contact in List/Audience/Tag Unsubscribe Subscriber/Contact    
New Unsubscriber Add/Subscribe Contact to List/Audience/Tag    
Email Opened Send Email/Campaign    

*If you’re adding a “Create or Update” action instead of an “Update” action along with a “Find or Create” action, it’s best practice to return in the response payload if the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario.

Event Management

Triggers Actions Searches Search or Creates
New Contact/Attendee/Lead Create Contact/Attendee/Lead Find Contact/Attendee/Lead Find or Create Contact/Attendee/Lead
New Registrant/RSVP Add Registrant to Event    
New Order/Booking/Ticket Create Event    

File Management & Storage

Triggers Actions Searches Search or Creates
New File in Folder Upload File Find File Find or Create File
New File Create Folder Find Folder Find or Create Folder
New Folder Create File    
Updated File Move File    

Fundraiser

Triggers Actions Searches Search or Creates
New Donation/Transaction/Pledge Create Member/Donor/Contact Find Member/Donor/Contact Find or Create Member/Donor/Contact
New Member/Donor/Contact Create Donation/Transaction/Pledge    

Marketing Automation

Triggers Actions Searches Search or Creates
New Contact/Lead/Subscriber *Create or Update Contact/Lead/Deal/Opportunity/Order Find Contact/Lead/Subscriber Find or Create Contact/Lead/Subscriber
New Contact in List/Audience/Segment Add/Subscribe Contact to Campaign/List/Group Find Deal Find or Create Deal
Tag Added/Removed from Contact/Lead/Subscriber Add/Remove Tag from Contact/Lead/Subscriber    
Updated Deal/Pipeline Stage      
New or Updated Deal/Opportunity      
New Order/Purchase/Sale      
New Form Entry/Submission      

*If you’re adding a “Create or Update” action instead of an “Update” action along with a “Find or Create” action, it’s best practice to return in the response payload if the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario.

Notes

Triggers Actions Searches Search or Creates
New Note Create Note    
New Note in Notebook/Section/Tag Append to Note    

Notifications

Triggers Actions Searches Search or Creates
New Notification/Message Send Notification/Message    

Online Courses

Triggers Actions Searches Search or Creates
New Enrollment/Subscription Enroll User/Student Find User/Student Find or Create User/Student
New Order/Sale/Purchase Unenroll User/Student    
New User/Student Create Credentials/Grant Access/Issue Credentials    
Course/Lesson Completed Create User/Student    

Payment Processing

Triggers Actions Searches Search or Creates
New Payment Create Customer Find Customer Find or Create Customer
New Subscription/Order/Sale/Transaction/Invoice Create Payment Link (if applicable) Find Subscription  
New Customer Update Customer    
New Paid Order/Invoice      
New Refund      
Canceled Subscription/Order/Sale      
Failed Payment      
Checkout Session Completed      

Phone & SMS

Triggers Actions Searches Search or Creates
New SMS/Message Received Create or Update Contact Find Contact Find or Create Contact
New Call Send SMS/Message    
New Recording Create Contact    
  Opt-in Contact    
  Call Phone Number    

Product Management

Triggers Actions Searches Search or Creates
New Feedback/Form Submitted/Request Create Note/Feature/Task/Idea    
New Note/Comment      

Project Management

Triggers Actions Searches Search or Creates
New Task/Item/Issue Create Task/Item/Issue Find Task/Item/Issue Find or Create Task/Item/Issue
Task/Item/Issue Status Changed Update Task/Item/Issue Find User Find or Create Project/Board
New Label/Tag on Task/Item/Issue Add Comment/Note to Task/Item/Issue Find Project/Board  
New Event/Activity Attach/Upload file to Task/Item/Issue    
Completed Task/Item/Issue Create Project/Board    
Updated Task/Item/Issue Add Label/Tag to Task/Item/Issue    
Specific Value on Task/Item/Issue Changed      

Proposal & Invoice Management

Triggers Actions Searches Search or Creates
Proposal/Estimate/Quote Accepted Create Client/Contact/Lead Find Client/Contact/Lead Find or Create Client/Contact/Lead
Proposal Signed Create Proposal/Estimate/Quote Find Proposal/Estimate/Quote  
Proposal Won Create Invoice    
Proposal Sent Create Project    
New Proposal/Estimate/Quote      

Scheduling & Booking

Triggers Actions Searches Search or Creates
New Booking/Appointment Create Client/Customer Find Client Find or Create Client
New Cancellation Create Booking/Appointment/Request/Job Find Booking/Appointment  
New Client/Customer      
Booking/Appointment Completed      

Server Monitoring

Triggers Actions Searches Search or Creates
New or Updated Ticket/Request/Incident Create Alert Find Ticket/Request/Incident  
New Alert Create Ticket/Request    

Signatures

Triggers Actions Searches Search or Creates
Document/Contract Completed *Create Document/Contract Find Document/Contract  
Document/Contract Signed Send Signature Request    
Document/Contract Sent      

*Create Document/Contract actions typically allow for users to select a template in the action’s setup.

Social Media Accounts

Triggers Actions Searches Search or Creates
New Post/Message/Media (by me) Create Post/Message/Media    
New Post/Message/Media by User Publish Post/Message/Media    

Spreadsheets

Triggers Actions Searches Search or Creates
New Row Create/Add Row Lookup/Find Row(s) (with line-item support) Find or Create Row
Updated Row Create Row(s) Find Spreadsheet  
New Spreadsheet/Worksheet Update Row    
  Delete Row    
  Create Spreadsheet    

Task Management

Triggers Actions Searches Search or Creates
New Task Create/Add Task Find Task Find or Create Task
Completed Task Complete Task    
  Update Task    

Team Chat

Triggers Actions Searches Search or Creates
New Message in Channel Send Channel Message Find User (by email, name, username)  
New Reaction on Message Send Direct/Private Message    
New Mention Set Status    
New User Add User/Role    

Time Tracking Software

Triggers Actions Searches Search or Creates
New Time Entry Start Time Entry Find Client Find or Create Client
New Time Entry/Timer Started Create Time Entry   Find or Create Project
  Create Project    
  Create Client    
  Create Task    

Transactional Emails

Triggers Actions Searches Search or Creates
Failed Delivery *Send Email    
Bounced Email      
Open/Clicked Event      

*Send Email actions often allowed users to select and use a template in the action’s setup.

Transcription

Triggers Actions Searches Search or Creates
New Transcript Create Transcription/Upload Audio or File    

Video & Audio

Triggers Actions Searches Search or Creates
New Video (in Channel/Playlist) Upload Video Find Track  
New Track in Playlist Add Track to Playlist    

Video Conferencing

Triggers Actions Searches Search or Creates
New Recording Create/Add Registrant    
New Registrant Create Meeting    
New Meeting      

Webinars

Triggers Actions Searches Search or Creates
New Registration/Registrant Create Registration/Registrant Find Registrant  
New Attendee or Webinar/Event Joined Register to an Event Find Session  
Attendee Stays Until/% of time      

Need help? Tell us about your problem and we’ll connect you with the right resource or contact support.