Create integrations between MeetEdgar and SweepBright to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- CategoryRequired
- Accounts
- Send at Specific Time
- TextRequired
- Property Created or Updated
Triggers when a is created and/or updated.
Try It - Lead Created
Triggers when a new lead is created.
Try It - Lead Updated
Triggers when a lead is updated.
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- Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try It - Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try It - Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Try It - New Visit Scheduled
Triggers when a new visit has been scheduled.
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