Zapier Plugin

The Zapier Plugin offers a complete connection service for iTech CRM installations, allowing seamless integration with over 7,000 apps available through Zapier. Whether you need simple integrations or complex workflows, this plugin makes your iTech CRM infinitely adaptable.

This plugin is a non-developer-friendly version of our REST API Plugin and incorporates its functionality. There’s no need to purchase our REST API separately, and you should not run it in parallel if you want to create Zaps for your iTech CRM.

Key Features:

Available Triggers:

• New Proposal: Triggered when a new proposal is added in iTech CRM.
• New Invoice: Triggered when a new invoice is created in iTech CRM.
• New Customer: Triggered when a new customer is added in iTech CRM.
• New Estimate: Triggered when a new estimate is created in iTech CRM.
• New Payment: Triggered when a new payment is recorded in iTech CRM.
• New Contract: Triggered when a new contract is created in iTech CRM.
• New Ticket: Triggered when a new ticket is raised in iTech CRM.
• New Lead: Triggered when a new lead is added in iTech CRM.
• New Project: Triggered when a new project is initiated in iTech CRM.
• New Task: Triggered when a new task is created in iTech CRM.

Available Actions:

• Create Lead: Action to create a new lead in iTech CRM.
• Create Proposal: Action to create a new proposal in iTech CRM.
• Create Invoice: Action to create a new invoice in iTech CRM.
• Create Customer: Action to create a new customer in iTech CRM.
• Create Estimate: Action to create a new estimate in iTech CRM.
• Create Contract: Action to create a new contract in iTech CRM.
• Create Ticket: Action to create a new ticket in iTech CRM.
• Create Task: Action to create a new task in iTech CRM.
• Create Project: Action to create a new project in iTech CRM.
• Create Timesheet: Action to create a new timesheet in iTech CRM.
• Find Customer: Action to find an existing customer in iTech CRM.

Unlimited Integrations:

• Automate Workflows: Integrate iTech CRM with over 7,000 other apps, including accounting software, project management platforms, and email marketing systems. Automate data synchronization, lead creation, contact updates, and more to streamline operations and eliminate manual data entry.
• Extend Functionality: Enhance iTech CRM by integrating with additional features such as geolocation, SMS notifications, payment gateways, or any other services your business relies on. Customize your CRM experience to meet your unique needs.
• Improve Efficiency: Eliminate siloed systems and duplicate efforts. Ensure accurate, up-to-date information across all your integrated tools by enabling seamless data flow between iTech CRM and Zapier-supported apps. This integration reduces manual errors, boosts operational efficiency, and ensures data consistency.
• Foster Collaboration: Connect iTech CRM with collaboration tools like project management and team communication platforms available through Zapier, improving team collaboration and centralizing business operations.
• Drive Business Growth: Build a unified ecosystem of applications that work together harmoniously, enabling data-driven decisions, exceptional customer experiences, and business growth with increased productivity and streamlined processes.

Built-in REST API: This plugin also includes an optional REST API feature, allowing you to create fully custom, programmatic code snippets tailored to your needs. Even though custom code support is beyond the scope of standard support, you can develop customized solutions using the complete documentation provided with iTech CRM API.