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Documentation Index

Fetch the complete documentation index at: https://docs.unifiedcrm.ai/llms.txt

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UnifiedCRM’s Zapier integration is set up in three simple steps: first, generate an API key/secret under Developer settings in UnifiedCRM; second, in Settings → Notification Rules, create fine‑grained triggers (e.g. “when a customer enters a workspace” or “when Bill Gates updates a document”); and third, in Zapier add the UnifiedCRM app using your key/secret, then build a Zap whose trigger is the firing of that specific notification rule. Once connected, Zapier can both respond to those UnifiedCRM events and perform actions—like finding users, fetching or updating records, or adding notes—so you can seamlessly automate workflows across thousands of other apps.