Using Zapier, you can create new Activities in AMS+ when something happens in a third-party app, or send Activity data to a third-party app when something happens in AMS+.
See what Activity data you can populate in AMS+ and what Activity data you can send to third-party apps.
Zap Actions
Zap Triggers
Zap Actions
Create Activity
Using the Create Activity Zap Action, you can create the full details of Activities within your AMS+ account.
| Field | Description | Formatting Rules |
|---|---|---|
| Associated With - Record Type | The record type that the new Activity will be associated with.
|
|
| Associated With - Record ID |
The ID of the record that will be associated with the new Activity.
|
|
| Subject |
The subject line of the new Activity.
|
- |
| Notes | The notes of the new Activity. | - |
|
Activity Status - Text |
The status of the new Activity.
|
|
| Activity Status - ID |
The ID of the new Activity’s status.
|
|
| Activity Type - Text |
The type of the new Activity.
|
|
| Activity Type - ID |
The ID of the new Activity’s type.
|
|
| Activity Priority - Text |
The priority of the new Activity.
|
|
| Activity Priority - ID |
The ID of the new Activity’s priority.
|
|
| Activity Method - Text |
The method of the new Activity.
|
|
| Activity Method - ID |
The ID of the new Activity’s method.
|
|
| Activity Date |
The date of the new Activity.
|
|
| Due Date |
The due date of the new activity.
|
|
| Due Date - All Day |
Select “Yes” if the due date is all day (12 a.m. to 11:59 p.m. CT).
|
|
| Due Date - Start Date & Time |
The start date and time of the new Activity.
|
|
| Due Date - End Date & Time |
The end date and time of the new Activity.
|
|
| Follow-up User - First Name |
The first name of the new Activity’s follow-up User.
|
|
| Follow-up User - Last Name |
The last name of the new Activity’s follow-up user.
|
|
| Follow-up User - ID |
The ID of the new Activity’s follow-up user.
|
|
| Follow-up Team - Name |
The name of the new Activity’s follow-up Team.
|
|
| Follow-up Team - ID |
The ID of the new Activity’s follow-up Team.
|
|
| Parent Activity ID |
The ID of an existing Activity in AMS+. This allows you to append new Activities to the thread of an existing Activity. |
|
| Attachments From Zapier File 1-5 |
You can map to files from other apps that are being used in the Zap and attach them to the new Activity. |
|
| Attachment Files & URLs |
You can attach files to the new Activity by providing URLs (links) to the files you want to attach.
|
Accepted File Types
If you want to attach files to new Activities, please note that we accept only the following file types: .bmp, .csv, .doc, .docm, .docx, .eml, .gif, .gz, .htm, .html, .jpeg, .jpg, .log, .m4a, .mp3, .mp4, .msg, .numbers, .pages, .pdf, .png, .pps, .ppt, .pptx, .pub, .rtf, .TIF, .tiff, .txt, .vcf, .wav, .wmv, .wps, .xls, .xlsb, .xlsm, .xlsx, and .zip.
Zap Triggers
Activity Created & Activity Updated
Here’s an example of the data payloads that we will send out for both of the AgencyBloc app’s triggers (Activity Created and Activity Updated):
{
"id": 48211125,
"parent_id": 0,
"record_association": {
"type": "individual",
"id": 31377283,
"external_id": null
},
"status": {
"id": 3088795,
"value": "In Progress"
},
"type": {
"id": 3088809,
"value": "Quote Process"
},
"method": {
"id": 3088804,
"value": "Visit"
},
"priority": {
"id": 3088770,
"value": "Medium"
},
"activity_date": "2021-09-16T00:00:00",
"subject": "Quote enrollments for next year",
"notes": "Prepare paperwork for onsite visit.",
"followup_user": {
"id": 37039,
"first_name": "Zap",
"last_name": "Smith",
"detail_url": null
},
"followup_team": {
"id": 44865,
"name": "Team 1",
"detail_url": null
},
"followup_date": "2021-09-30T21:30:00Z",
"followup_all_day": false,
"followup_date_start_time": "2021-09-30T21:30:00Z",
"followup_date_end_time": "2021-09-30T22:00:00Z",
"external_id": "",
"pushed_email_id": 0,
"from_blocmail": 0,
"deleted": 0,
"create_date_time": "2021-09-16T21:43:19Z",
"create_by_user": {
"id": 13650,
"first_name": "Zap",
"last_name": "Smith",
"detail_url": null
}
}