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Merge pull request #577 from zapier/update_create_or_updates_in_must_…
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…haves

[PARTOPS-959] Update 'create or update' and 'new or updated' actions
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@michellechu77
michellechu77 authored Feb 8, 2024
2 parents c3c8caf + 62509b2 commit d3835c8
Showing 1 changed file with 24 additions and 30 deletions.
54 changes: 24 additions & 30 deletions docs/_quickstart/must-have-triggers-and-actions.md
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Expand Up @@ -87,9 +87,9 @@ View [example apps](https://zapier.com/apps/categories/bookmarks).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|-------------------------|-----------------------------|----------------------------------------|----------------------------------|
| New or Updated Event/Meeting | Create Event | Find Event | Find or Create Event |
| New Event/Meeting | Create Event | Find Event | Find or Create Event |
| Event Started | Add Attendee to Event | | |
| New Event/Meeting | | | |
| Updated Event/Meeting | | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

Expand All @@ -111,9 +111,9 @@ View [example apps](https://zapier.com/apps/categories/call-tracking).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|---------------------------------------------|------------------------------------|----------------------------------|----------------------------------|
| New or Updated Contact/Lead/Person/Company | Create Contact/Lead/Person/Company | Find Contact/Lead/Person/Company | Find or Create Contact/Lead/Person/Company |
| New Contact/Lead/Person/Company | Create Contact/Lead/Person/Company | Find Contact/Lead/Person/Company | Find or Create Contact/Lead/Person/Company |
| New Form Submission/Entry | Add Contact to Group/Tag/List | | |
| New Contact/Lead/Person/Company | Update Contact/Lead/Person/Company | | |
| | Update Contact/Lead/Person/Company | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

Expand All @@ -127,14 +127,12 @@ View [example apps](https://zapier.com/apps/categories/contacts).
| New Ticket/Request | Update Ticket/Request/Conversation | Find Ticket/Request/Conversation | |
| New Customer/User/Lead | Add/Remove Tag on User/Ticket/Lead | | |
| New Chat/Message/Conversation | Send Message | | |
| New Closed/Finished Conversation | *Create or Update Customer/User/Lead | | |
| New Closed/Finished Conversation | Update Customer/User/Lead/Company | | |
| | Add Comment/Note on Ticket/Request | | |
| | Create Customer/User/Lead/Company | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

*If you’re adding a _Create or Update_ action instead of the [recommended _Update_ action to go along with a _Find or Create_ action](https://platform.zapier.com/publish/integration-publishing-guidelines#56-create-or-update-functionality), it’s best practice to return in the response payload whether the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario.

View [example apps](https://zapier.com/apps/categories/customer-support).

### CRM (Customer Relationship Management)
Expand All @@ -145,11 +143,10 @@ View [example apps](https://zapier.com/apps/categories/customer-support).
| New Contact/Lead/Person/Company | *Update Record/Module Entry | Find Lead/Contact/Person/Company | Find or Create Lead/Contact/Person/Company |
| New Deal/Opportunity/Job/Inquiry | Create Contact/Lead/Person/Company | Find Deal/Opportunity | Find or Create Deal/Opportunity |
| Tag Added or Removed | Update Contact/Lead/Person/Company | | |
| **Updated Record/Module Entry | *Create or Update Contact/Lead/Person/Company | | |
| Updated X Stage/Status (i.e. deal, opportunity, project, lead) | Create Deal/Opportunity | | |
| | Update Deal/Opportunity | | |
| | Create Note | | |
| | Add Contact/Lead to Campaign/Group | | |
| **Updated Record/Module Entry | Create Deal/Opportunity | | |
| Updated Deal/Opportunity Status | Update Deal/Opportunity | | |
| Updated Lead Status | Create Note | | |
| Updated Project Status | Add Contact/Lead to Campaign/Group | | |
| | Create Activity/Event | | |
| | Add Tag to X (i.e. Contact, Record, Opportunity) | | |
{% endcapture %}
Expand All @@ -166,7 +163,7 @@ View [example apps](https://zapier.com/apps/categories/crm).
| Triggers | Actions | Searches | Search or Creates |
|---------------------------|-----------------------|----------------------------------------------|---------------------------------------|
| New Record/Row | Create Record/Row | Find Record/Row | Find or Create Record/Row |
| New or Updated Record/Row | Update Record/Row | | |
| Updated Record/Row | Update Record/Row | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

Expand Down Expand Up @@ -231,13 +228,12 @@ View [example apps](https://zapier.com/apps/categories/email).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|-----------------------------------|------------------------------------------|-------------------------------------------|-------------------------------------------|
| New Subscriber/Contact in List/Audience/Tag | *Create or Update Subscriber/Contact | Find Subscriber/Contact | Find or Create Subscriber/Contact |
| New Subscriber/Contact in List/Audience/Tag | Create Subscriber/Contact | Find Subscriber/Contact | Find or Create Subscriber/Contact |
| New Subscriber/Contact | Send Email/Campaign | | |
| Email Opened/Link Clicked | Add/Subscribe Contact to List/Audience/Tag | | |
| | Create Subscriber/Contact | | |
| | Update Subscriber/Contact | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}
*If you’re adding a _Create or Update_ action instead of the [recommended _Update_ action to go along with a _Find or Create_ action](https://platform.zapier.com/publish/integration-publishing-guidelines#56-create-or-update-functionality), it’s best practice to return in the response payload whether the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario

View [example apps](https://zapier.com/apps/categories/email-newsletters).

Expand Down Expand Up @@ -293,19 +289,17 @@ View [example apps](https://zapier.com/apps/categories/fundraising).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|--------------------------------------|----------------------------------------------------|------------------------------------|----------------------------------------|
| New Contact/Lead/Subscriber | *Create or Update Opportunity/Deal | Find Contact/Lead/Subscriber | Find or Create Contact/Lead/Subscriber |
| New Contact in List/Audience/Segment | *Create or Update Contact/Lead/Subscriber | Find Deal | |
| New Contact/Lead/Subscriber | Create Contact/Lead/Subscriber | Find Contact/Lead/Subscriber | Find or Create Contact/Lead/Subscriber |
| New Contact in List/Audience/Segment | Create Opportunity/Deal/Order | Find Deal | |
| Tag Added/Removed from Contact/Lead/Subscriber | Update Opportunity/Deal | | |
| Updated Deal/Pipeline Stage | Add Contact/Lead/Subscriber to Campaign/List/Group | | |
| New Order/Purchase/Sale | Update Contact/Lead/Subscriber | | |
| New Form Entry/Submission | Create Opportunity/Deal/Order | | |
| Updated Contact/Lead/Subscriber | Create Contact/Lead/Subscriber | | |
| | Add/Remove Tag fro Contact/Lead/Subscriber | | |
| Updated Deal/Pipeline Stage | Update Contact/Lead/Subscriberv | | |
| New Order/Purchase/Sale | Add Contact/Lead/Subscriber to Campaign/List/Group | | |
| New Form Entry/Submission | Add/Remove Tag fro Contact/Lead/Subscriber | | |
| Updated Contact/Lead/Subscriber | | | |
| | | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}

*If you’re adding a _Create or Update_ action instead of the [recommended _Update_ action to go along with a _Find or Create_ action](https://platform.zapier.com/publish/integration-publishing-guidelines#56-create-or-update-functionality), it’s best practice to return in the response payload whether the action taken was a create or update. This way, users can add appropriate next steps to their Zap depending on the scenario.

View [example apps](https://zapier.com/apps/categories/marketing-automation).

### Notes
Expand Down Expand Up @@ -361,9 +355,9 @@ View [example apps](https://zapier.com/apps/categories/payment-processing).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|----------------------------------|-------------------------------|--------------------------|-------------------------|
| New SMS/Message Received | Create or Update Contact | Find Contact (by phone number) | Find or Create Contact |
| New Call | Send SMS/Message | | |
| New Recording | Create Contact | | |
| New SMS/Message Received | Send SMS/Message | Find Contact (by phone number) | Find or Create Contact |
| New Call | Create Contact | | |
| New Recording | Update Contact | | |
| Call Completed | Call Phone Number | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}
Expand Down Expand Up @@ -463,8 +457,8 @@ View [example apps](https://zapier.com/apps/categories/social).
{% capture styled_table %}
| Triggers | Actions | Searches | Search or Creates |
|-----------------------------------|----------------------------------------|----------------------------------------|----------------------------------|
| New or Updated Row | Create/Add Row | Find Row | Find or Create Row |
| New Row | Create Row(s) | Find Row(s) (with line-item support) | |
| New Row | Create/Add Row | Find Row | Find or Create Row |
| Updated Row | Create Row(s) | Find Row(s) (with line-item support) | |
| | Update Row | | |
{% endcapture %}
{{ styled_table | markdownify | replace: '<table>', '<table class="even-columns">' }}
Expand Down

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