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Zapier lets you connect Slant to thousands of other apps so you can automate repetitive work. When something happens in Slant — like a new client being created — Zapier can automatically take action in another app, and vice versa. With the Slant Zapier integration, you can:
  • React to changes in Slant — Trigger automations when clients, prospects, other contacts, or people are created or updated, or when a tag is added.
  • Create and update records from other apps — Add new clients, prospects, other contacts, people, notes, tasks, and opportunities in Slant when something happens in another app.
  • Look up existing records — Search for clients and prospects by name, email, or phone number to use their data in subsequent Zap steps.
  • Manage contact details — Add or update email addresses, phone numbers, addresses, and employment records on people in Slant.
  • Manage tags — Add or remove tags from clients, prospects, and other contacts.

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Connect to Zapier

1

Open Zapier settings

Go to Settings → API connections, then select the Zapier tab.
2

Accept the invite

Click Connect to Zapier. You’ll be redirected to Zapier to accept a shared app invite. Sign in to your Zapier account (or create one) and accept the invite.
3

Authorize Slant

When you create your first Zap with Slant, Zapier asks you to authorize access to your Slant account. Sign in and grant permission.
Once authorized, Slant appears as an available app when building Zaps.

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Triggers

Triggers fire when something happens in Slant, starting your Zap automatically.

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Record created

Created triggers include the record’s ID, name, status, and the head of household’s (or contact’s) name, email, and phone number.

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Record updated

Updated triggers include the full record data plus a list of which fields changed, so you can build Zaps that only act on specific changes.
Update triggers are slightly delayed (about 60 seconds) to batch rapid consecutive edits into a single event.

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Tag added

Includes the household’s name, email, phone number, type (client or prospect), and the tag name.

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Actions

Actions let Zapier create or modify records in Slant.

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Create records

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Client and prospect fields

When creating a client or prospect, you can set:
  • Household details — Household name, tags
  • Head of household — First name (required), middle name, last name, preferred name, email, phone, salutation, suffix, gender, designations, date of birth, job title
  • Address — Street address, apartment/suite, city, state (two-letter code), ZIP, country code, address type (home, work, mailing, or other)
  • Employment — Business name, role, start date, end date, actively employed
  • Custom fields — Any custom fields configured for your book
Clients also support tier, became client at date, SSN, and driver’s license number.
At least one of email or phone is required when creating a client, prospect, or other contact.

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Add person to household fields

When adding a person to an existing client or prospect, you can set first name (required), middle name, last name, preferred name, email, phone, salutation, suffix, gender, designations, date of birth, job title, SSN, driver’s license number, household role (head of household, spouse, partner, dependent child, other adult, other dependent, deceased, or unknown), an address, employment, and custom fields.

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Other contact fields

When creating an other contact, you can set first name (required), last name, preferred name, email, phone, salutation, suffix, gender, designations, tags, and an address.

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Note fields

  • Client or prospect ID (required) — The record to attach the note to
  • Content (required) — Markdown or plain text

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Task fields

  • Title (required)
  • Description, deadline, all day, status (to-do or done), priority (low, medium, high, or urgent)
  • Client or prospect ID or contact ID — Associate the task with a record
  • Assigned to user or assigned to team — Assign the task (you can set one but not both)

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Opportunity fields

  • Client or prospect ID (required)
  • Opportunity name (required)
  • Value, probability (0–100), target close date

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Update records

Update actions only change the fields you provide — empty inputs are ignored so they can’t overwrite existing values.
Moving an opportunity between pipelines isn’t supported. The pipeline stage dropdown is scoped to the opportunity’s current pipeline.

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Manage contact details on a person

Update actions require the person ID and the specific record ID. Only the fields you provide are changed.

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Manage tags

Both actions require you to select the record type (client, prospect, or other contact) and the specific record.

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Searches

Searches let you look up existing Slant records to use in subsequent Zap steps. All searches require you to select a book. Results include the record’s ID, name, and book — client searches also return the tier and became client at date.
Use a search step before an update action to find the record ID you need. For example, search for a client by email, then use the returned ID to update their tier.

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FAQ

Yes. When creating or updating clients, prospects, or people, any custom fields configured in your book appear as additional fields in the Zapier action. Custom fields are not available for other contacts.
Slant automatically prevents duplicate records from repeated Zapier requests. Each action includes an idempotency key, so retries create or update the same record rather than creating duplicates.
Created triggers (client created, prospect created, contact created, tag added) fire immediately. Updated triggers (client updated, prospect updated, contact updated, person updated) are batched with a 60-second delay to consolidate rapid edits.
Not currently. Searches are available for clients and prospects only. You can search by name, email, or phone number.

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Next steps

Automations

Build automations directly in Slant without Zapier

Integrations

Connect email, calendar, phone, and file storage