> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier Triggers and Actions Details

> Look up every FieldPulse Zapier trigger and action, the fields each one sends or needs, and an example Zap that emails your office when a job is completed.

> **Who uses this:** Admins. **Availability:** All regions; requires a Zapier account.

The FieldPulse Zapier integration has 6 triggers and 7 actions. A trigger is the event in FieldPulse that starts a Zap. An action is what FieldPulse does when a Zap runs. This page lists every trigger and action, the data each one sends or needs, and a complete example Zap.

## Overview

| Type | Name | What it does |
| - | - | - |
| Trigger | New Customer | Starts when a customer is added to FieldPulse |
| Trigger | Last Created Contact | Starts when a contact is added in FieldPulse |
| Trigger | Last Updated Contact | Starts when a contact is updated in FieldPulse |
| Trigger | Last 48hrs Updated Contacts | Checks on a schedule for contacts updated in the last 48 hours |
| Trigger | Get Customer Pipeline Statuses | Finds customers by their pipeline status |
| Trigger | Get Job Workflow Statuses | Finds jobs by their workflow and status |
| Action | Attach Customer File | Adds a file to a customer record |
| Action | Attach Job File | Adds a file to a job |
| Action | Create Job | Creates a new job |
| Action | Create Lead | Creates a new lead |
| Action | Search Customer | Looks up an existing customer |
| Action | Search Job | Looks up an existing job |
| Action | Search Projects | Looks up an existing project |

## Triggers

### New Customer

The New Customer trigger starts a Zap when a customer is added in FieldPulse. **It sends the following fields to Zapier:** ID, Company Id, First Name, Last Name, Middle Name, Email, Phone, City, State, Zip Code, Postal Code, Location, Address, Tags, and Custom Fields.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/01.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=1824153ff3aa3ff101979a6c411e2d0a" alt="Zapier trigger step with FieldPulse as the app and New Customer as the trigger event" width="1526" height="1206" data-path="static/images/zapier-triggers-actions/01.png" />

### Last Created Contact

The Last Created Contact trigger starts a Zap when a contact is added. **It sends the following:** ID, Customer Id, First Name, Last Name, Email, Phone, Notes, and Created At.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/02.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=624184eec8fc96d044210007fc892e26" alt="Zapier trigger step with Last Created Contact selected as the FieldPulse trigger event" width="1472" height="1218" data-path="static/images/zapier-triggers-actions/02.png" />

### Last Updated Contact

The Last Updated Contact trigger starts a Zap when a contact record is updated. **It sends the following:** ID, Customer Id, First Name, Last Name, Email, Phone, Notes, Created At, and Updated At.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/03.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=fa8691519c10c3e8e6f1a5ff724b36eb" alt="Zapier trigger step with Last Updated Contact selected as the FieldPulse trigger event" width="1460" height="1206" data-path="static/images/zapier-triggers-actions/03.png" />

### Last 48hrs Updated Contacts

The Last 48hrs Updated Contacts trigger checks on a schedule for any contact updated in the last 48 hours. It does not fire the moment a contact changes. It sends the same fields as Last Updated Contact.

This trigger has one setup field, **Page**. This is where you need to enter a page number:

* 1: to get the first page of results
* 2: to get the second page of results
* 3: and so on

For most use cases, enter 1 to retrieve the first page of updated contacts from the last 48 hours. That's typically all you need unless you're dealing with a very large number of contacts.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/04.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=c24b42ce49125226aabe7b45fdf0a443" alt="Last 48hrs Updated Contacts trigger Configure tab with an empty Page field" width="1464" height="1212" data-path="static/images/zapier-triggers-actions/04.png" />

### Get Customer Pipeline Statuses

The Get Customer Pipeline Statuses trigger finds customers in the pipeline status you choose. The statuses in the list come from your own FieldPulse account, so you can pick any status you have set up.

Common statuses include New, Contact Attempted, Contact Made, Scheduled, Estimate Sent, Won, and Lost. Your list may also include custom statuses your team created.

**The trigger sends:** Pipeline Status ID, Pipeline Status, Pipeline Status Type, and the customer's ID, Name, Email, and Phone.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/05.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=4aa9aa74b64f7fdf6a61953591323abb" alt="Get Customer Pipeline Statuses trigger Configure tab with a required Status dropdown" width="1474" height="1196" data-path="static/images/zapier-triggers-actions/05.png" />

### Get Job Workflow Statuses

The Get Job Workflow Statuses trigger finds jobs by workflow and status. First choose a **Workflow**, then choose a **Status** that belongs to that workflow. Both lists show the workflows and statuses set up in your own FieldPulse account, so you can choose any of them.

For example, if your account has a workflow with the statuses New, In Progress, and Completed, you can start a Zap when a job reaches Completed.

**The trigger sends:** Workflow ID and Name, Status ID and Name, and the Job's ID, Job Name, Start Time, End Time, Location ID and Address, Customer ID, Customer Name, Email, Phone, and Assigned Users.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/06.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=129f5fec694aec9eafd4a19388b9140e" alt="Get Job Workflow Statuses trigger Configure tab with required Workflow and Status dropdowns" width="1488" height="1210" data-path="static/images/zapier-triggers-actions/06.png" />

## Actions

Actions run inside a Zap to create or update records in FieldPulse, or to look something up.

| Action | What it does | Required fields | Optional fields |
| - | - | - | - |
| Attach Customer File | Adds a file to a customer record | File path, File name | Customer ID |
| Attach Job File | Adds a file to a job | File path, File name | Job ID |
| Create Job | Creates a new job | Customer ID, Job Title, Start Time, End Time | Notes, Location ID, or a new location (Address, City, State, Zip Code) |
| Create Lead | Creates a new lead | First Name | Last Name, Email, Phone, City, State, Zip Code, Address, Notes, Job Notes |

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/07.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=65e30056e3749896fc9ed124ce35e6f5" alt="Zapier action step with Attach Customer File selected from the FieldPulse Create events list" width="1444" height="1208" data-path="static/images/zapier-triggers-actions/07.png" />

### Search Customer, Search Job, and Search Projects

The search actions look up an existing record so a later step can use it. All three work the same way.

| Action | Search by |
| - | - |
| Search Customer | Search Value |
| Search Job | Search by text, Job ID, Customer ID, Project ID, Project Name, Job Start Date, Job End Date |
| Search Projects | Search by text, Customer ID, Project ID, Project Name |

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/08.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=5d99073edf786dbb416ef0a0f49e8ef8" alt="Zapier action step with Search Customer selected from the FieldPulse Search events list" width="1474" height="1218" data-path="static/images/zapier-triggers-actions/08.png" />

Each search action has two behavior settings, and both default the same way:

* If no record matches, the Zap stops.
* If more than one record matches, the Zap uses the first result and reports success.

<Warning>
  Search Customer has one extra option that creates a new FieldPulse customer when the search finds none. **If you leave this on, the Zap can create duplicate customers without anyone noticing.** Turn it on only if that is what you want.
</Warning>

## Example Zap: Alert Your Office When a Job Is Completed

This example sends an email to your office or billing team each time a job reaches the Completed status, so invoicing can start right away.

### Build the Zap

1. In Zapier, create a new Zap and choose **FieldPulse** as the trigger app.
2. For **Trigger event**, select **Get Job Workflow Statuses**.
3. Under **Workflow**, select the workflow your jobs use. Under **Status**, select **Completed**.
4. Select **Test trigger** to pull a recent job.
5. Add an action. Choose **Email by Zapier**, then select **Send Outbound Email**.
6. For **To**, enter the office or billing email address. In **Subject** and **Body**, build the message from the trigger data, such as the Job Name, Customer Name, Location Address, and Assigned Users.
7. Select **Test step**, then select **Publish**.

<img src="https://mintcdn.com/fieldpulse/QF2cXnJ8lVdDJQK9/static/images/zapier-triggers-actions/09.png?fit=max&auto=format&n=QF2cXnJ8lVdDJQK9&q=85&s=aeb91da326e103141f54f945fb81343b" alt="Finished Zap with FieldPulse Get Job Workflow Statuses as step 1 and Email by Zapier Send Outbound Email as step 2" width="744" height="662" data-path="static/images/zapier-triggers-actions/09.png" />

## Notes & limitations

* Zapier's free plan covers 100 tasks per month and two-step Zaps. See [Zapier's pricing page](https://zapier.com/pricing) for current limits.
* Workflow, status, and pipeline lists come from your FieldPulse account, so they can differ from the examples on this page.

## Related articles

* [Zapier Overview](/integrations/developer-api/zapier-overview)
* [How to Use Zapier With FieldPulse](/integrations/developer-api/zapier-walkthrough)
* [FieldPulse API Overview](/integrations/developer-api/fieldpulse-api-overview)


## Related topics

- [Developer API & Zapier](/integrations/developer-api/index.md)
- [FieldPulse API Overview](/integrations/developer-api/fieldpulse-api-overview.md)
- [Customer Communications Overview](/customers/communications/overview.md)
- [Zapier Overview](/integrations/developer-api/zapier-overview.md)


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