To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
In this guide, we will be taking a look at integrating LionDesk and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from LionDesk to Trustmary)
Having LionDesk as the trigger in Zapier enables you to transfer data from LionDesk to Trustmary. When using LionDesk as the trigger in Zapier, you will have access to trigger events that can be used to launch the set functions. Currently the only trigger LionDesk has in Zapier is New Contact.
Action events (from Trustmary to LionDesk)
Having LionDesk as the action in Zapier enables you to transfer data from Trustmary to LionDesk. When using LionDesk as the action in Zapier, you will have access to action events that can be set for the app to perform when triggered. The full list of actions can be found below.