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Zapier and Users

Learn what information is pulled when you create a Zap with a User trigger

Updated over 7 months ago

You can create a Zap based on user information from Check Cherry. The triggers that are available in Zapier for user accounts are:

  1. When a new user is added manually

  2. When a new user is invited to the customer portal

  3. When an event is created with a new user

  4. When a proposal is created with a new user

Once you have a trigger event, select the Check Cherry account this Zap should pull data from.

Continue to configure your Zap and connect your other apps to complete the action.

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