How-to Connect & Build your Zap

Updated Sep 23, 2026Article

Zapier (opens in a new tab) allows you to connect Element451 with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. View the Element451 Zapier App page (opens in a new tab) and follow the instructions below to start building your integration.

Video Guide: Setting up Element451 + Zapier#

Video walkthroughWatch on Loom

Video Chapters (click a chapter link below to jump to a specific topic):

Building your Zap#

The first thing to decide is what you want your Zap (process) to do. You can either use either triggers or actions. A trigger is an event that starts a Zap, and an action is an event a Zap performs. The available functions are listed below.

Action	Type	Function
Application Completed	Trigger	Trigger when user completes an application.
Application Payment Submitted	Trigger	Trigger when user submits payment an application.
Application Recommendation Letter Received	Trigger	Trigger when user submits an application.
Application Submitted	Trigger	Trigger when user submits an application.
Appointment Attended	Trigger	Trigger when appointment is attended
Appointment Canceled	Trigger	Trigger when appointment is canceled.
Appointment No Show	Trigger	Trigger when appointment is marked as no show.
Appointment Scheduled	Trigger	Trigger when appointment is scheduled.
Appointment Updated	Trigger	Trigger when appointment is updated.
Bulk User Entered Segment	Trigger	Trigger when Bulk Users Entered Segment.
Bulk User Exited Segment	Trigger	Trigger when Bulk Users Exited Segment.
Decision Check List Item Changed	Trigger	Trigger when decision Check List Item was changed.
Decision Released	Trigger	Trigger when decision is released.
Decision Stage Changed	Trigger	Trigger when decision stage was changed.
Decision Status Changed	Trigger	Trigger when decision status was changed.
Document Uploaded	Trigger	Trigger when document is uploaded.
User Birthday	Trigger	Trigger when it's users's birthday.
User Entered or Exited Segment	Trigger	Trigger when User Entered or Exited Segment.
User Entered Segment	Trigger	Trigger when User Entered Segment.
User Event Registration Successful	Trigger	Trigger when User Event Registration Succe
User Exited Segment	Trigger	Trigger when User Exited Segment.
User Label Added	Trigger	Trigger when user label is added.
User Label Removed	Trigger	Trigger when user label was changed.
User Territory Changed	Trigger	Trigger when User Territory Changed.
Add Activity to User	Action	Add a new activity to an existing user.
Add Label to User	Action	Add a label to a user.
Add Note to User	Action	Add a new note to an existing user.
Add Task to User	Action	Add a new task and associate with an existing external user.
Change User Owner	Action	Change user admin owner
Create Conversation	Action	Send a message from a user into the Conversations inbox. A new conversation will be created. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Create Form Submission	Action	Create a new submission for a selected form. A new user is created or an existing user is updated based on their email address.
Create Webhook Execution	Action	Create Webhook Execution. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Create/Register Attendee to Event	Action	Create a new Event Attendee for a selected event.
Create/Update User	Action	Create or update an Element451 user based on an import template.
Enroll User to Workflow	Action	Enroll a user to a workflow.
Remove Label From User	Action	Remove a label from a user.
Send Communication to User	Action	Send a communication to a user.
Set Milestone Application Deposit	Action	Set Milestone Application Deposit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Application Start	Action	Set Milestone Application Start. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Application Submit	Action	Set Milestone Application Submit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Checklist Complete	Action	Set Milestone Checklist Complete. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Date of Inquiry	Action	Set Milestone Date Of Inquiry. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Defer	Action	Set Milestone Defer. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Enrolled	Action	Set Milestone Enrolled. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Interview	Action	Set Milestone Interview. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone on Hold	Action	Set Milestone On Hold. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Unsubscribe Email	Action	Set Milestone Unsubscribe Email. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Unsubscribe SMS	Action	Set Milestone Unsubscribe SMS. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Visit	Action	Set Milestone Visit. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Waitlist	Action	Set Milestone Waitlist. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set Milestone Withdrawn	Action	Set Milestone Withdrawn. Note the user must exist in Element451 and have a profile email address that matches the incoming email address.
Set User Territory	Action	Set a user's territory.