Zapier enables workflow automation across web applications, acting as a bridge between web APIs. It enhances productivity by automating repetitive tasks and optimizing business processes like lead management.

A trigger is an event that initiates automation. For example, if you want to receive an email when a Facebook form is submitted, the trigger would be a new Facebook lead.

When configuring automation in Appointix Connect via Zapier, an action follows the trigger. For instance, if you want a Slack message sent upon receiving a Facebook lead, the action would be sending a Slack notification.

You can add Zapier-powered automation within the settings page and also manage, edit, or delete automation functions. It can be applied to invoices, customers, retainers, proposals, users, and more.