Zapier 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 and follow the instructions below to start building your integration.
https://www.loom.com/share/f799200bf77c45cab5b75a8f77edd232?sid=f4329b2c-314b-46f6-8497-45f3add723c2
Video Chapters (click a chapter link below to jump to a specific topic):
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. |