- 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 email addresses, phone numbers, addresses, and employment records to people in Slant.
- Manage tags — Add or remove tags from clients, prospects, and other contacts.
Connect to Zapier
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.
Triggers
Triggers fire when something happens in Slant, starting your Zap automatically.Record created
| Trigger | Fires when |
|---|---|
| Client created | A new client is created |
| Prospect created | A new prospect is created |
| Contact created | A new other contact is created |
Record updated
| Trigger | Fires when |
|---|---|
| Client updated | A client record is changed |
| Prospect updated | A prospect record is changed |
| Contact updated | An other contact record is changed |
| Person updated | Any person record is changed |
Update triggers are slightly delayed (about 60 seconds) to batch rapid consecutive edits into a single event.
Tag added
| Trigger | Fires when |
|---|---|
| Tag added | A tag is added to a client or prospect |
Actions
Actions let Zapier create or modify records in Slant.Create records
| Action | What it creates |
|---|---|
| Create client | A new client with a head of household |
| Create prospect | A new prospect with a head of household |
| Create contact | A new other contact |
| Add person to household | A new person on an existing client or prospect |
| Create note | A note on a client or prospect |
| Create task | A task in a book |
| Create opportunity | An opportunity on a client or prospect |
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
At least one of email or phone is required when creating a client, prospect, or other contact.
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.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.Note fields
- Client or prospect ID (required) — The record to attach the note to
- Content (required) — Markdown or plain text
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)
Opportunity fields
- Client or prospect ID (required)
- Opportunity name (required)
- Value, probability (0–100), target close date
Update records
| Action | What it updates |
|---|---|
| Update client | Household name, tier, became client at, and custom fields |
| Update prospect | Household name and custom fields |
| Update person | Name, contact details, role, date of birth, job title, SSN, driver’s license, and custom fields |
Add contact details to a person
| Action | What it adds |
|---|---|
| Add email to person | Email address with type (personal, business, school, or other) and primary flag |
| Add phone to person | Phone number with type (mobile, work, home, fax, or other) and primary flag |
| Add address to person | Address with street, city, state, ZIP, country, type, and primary flag |
| Add employment to person | Employment record with business name, role, dates, and active status |
Manage tags
| Action | What it does |
|---|---|
| Add tags | Adds one or more tags to a client, prospect, or other contact |
| Remove tags | Removes one or more tags from a client, prospect, or other contact |
Searches
Searches let you look up existing Slant records to use in subsequent Zap steps.| Search | How it finds records |
|---|---|
| Find client by email or phone | Matches a client by email address or phone number (at least one required) |
| Find prospect by email or phone | Matches a prospect by email address or phone number (at least one required) |
| Find client by name | Matches a client by first name, last name, or full name |
| Find prospect by name | Matches a prospect by first name, last name, or full name |
FAQ
Can I use custom fields in Zapier?
Can I use custom fields in Zapier?
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.
What happens if Zapier sends a duplicate request?
What happens if Zapier sends a duplicate request?
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.
How quickly do triggers fire?
How quickly do triggers fire?
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.
Can I search for other contacts?
Can I search for other contacts?
Not currently. Searches are available for clients and prospects only. You can search by name, email, or phone number.
Next steps
Automations
Build automations directly in Slant without Zapier
Integrations
Connect email, calendar, phone, and file storage