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No-code triggers and actions

Each no-code platform may offer different pre-built triggers and actions for every app they support.

Before starting your automation project, always check the list of supported triggers and actions for every app you're interested in building connections with.

Reminder: Your workflow will rely on three fundamental concepts: the trigger, filter(s), and action(s).

A workflow will be triggered by an event in an app that starts the series of actions if it meets the filter condition in another or the same app.

Here are the lists of support triggers and actions Zapier and Make offer for noCRM.io integrations:

Supported triggers

Triggers Zapier Make
New lead created ✔️ ✔️
New unassigned lead ✔️ ✔️
Deleted lead ✔️ ✔️
New lead assigned ✔️ ✔️
New prospect created ✔️ ✔️
New lead comment ✔️
New email received From a lead ✔️
Lead step changed to ✔️ ✔️
Lead status changed to ✔️ ✔️
Lead content or title changed ✔️ ✔️
New client folder ✔️ ✔️
Task status changed to ✔️ ✔️
New manual trigger ✔️ ✔️

Supported actions

Actions Zapier Make
Create lead ✔️ ✔️
Update a lead ✔️
Assign a lead ✔️ Available on Make as part of the "Update a Lead" action
Delete a lead ✔️ ✔️
Update lead title ✔️ ✔️
Update lead step ✔️ ✔️
Add tags on a lead ✔️ ✔️
Update estimated closing date ✔️ ✔️
Set amount and probability ✔️ ✔️
Update lead status ✔️ ✔️
Create a comment on a lead ✔️ ✔️
Add an attachment on a lead ✔️ ✔️
Log an activity ✔️ ✔️
Add a new prospect ✔️ Available on Zapier as "Create prospect" ✔️
Delete a prospect ✔️ ✔️
Update a prospect ✔️ ✔️
Call simplified API ✔️ ✔️

Supported simplified API calls

Supported simplified API calls Zapier Make
Assign lead to a specific user in the account ✔️ ✔️
Add tags on a lead ✔️ ✔️
Log an activity ✔️ ✔️
Move lead to the next step in the pipeline ✔️ ✔️
Duplicate a lead ✔️ ✔️
Assign lead randomly to any user in the account ✔️ ✔️
Change lead status to 'StandBy' ✔️ ✔️
Move lead to a different pipeline ✔️ ✔️
Send template email ✔️ ✔️
Send custom email ✔️ ✔️
Change lead status to 'Won' and set amount (optional) ✔️ ✔️
Change lead status to 'Lost' ✔️ ✔️
Change lead status to 'Cancelled' ✔️ ✔️
Change lead status to 'Todo' ✔️ ✔️
Assign lead randomly to any user in the account except administrators ✔️ ✔️
Assign lead randomly to any user in a specific team ✔️ ✔️
Assign lead with a Round Robin pattern ✔️ ✔️
Delete a lead ✔️ ✔️
Create a lead from a prospect ✔️ ✔️
Create a post-sales process from a template ✔️ ✔️
Update a field in the lead's description ✔️ ✔️
Append to the lead's description ✔️ ✔️
Find prospects ✔️ ✔️


Note: Zapier and Make will continue to update their list of supported triggers and actions in every app from time to time.

Next read: Simplified API for business use case implementation