When this trigger fires, here’s the data you can use in Zapier (or any integration tool). Each field is designed to help you enrich your CRM, kick off sales workflows, and follow up with clients faster.
This is the most complete dataset: you get everything from earlier stages plus full client contact details.
🔔 When it triggers
As soon as your application is delivered to the client.
📦 What you get
Full project & company info
Who from your agency applied
Client contacts (name, email, phone, LinkedIn, etc.)
💡 How to use it
Auto-create contacts, companies & deals in CRM → Full project + contact details sync automatically.
Instant follow-up workflows → Trigger email, SMS, or WhatsApp campaigns the moment the client receives your proposal.
Sales alerts in Slack/Teams → Notify your sales reps with company & contact details for immediate action.
Assign follow-up tasks → Create tasks in ClickUp, Trello, or Asana to ensure timely calls.
📨 Payload Example
{
"id": "T3Bwb3J0dW5pdHkvMTIzNDU",
"applied_at": "2023-01-01T12:00:00Z",
"received_at": "2023-01-01T00:00:00Z",
"project_id": 12345,
"locale": "en",
"provider_slug": "agency-slug",
"opportunity_link": "https://agency.sortlist.com/brief/12345",
"integration": {
"uuid": "integration-uuid",
"owner": "manager@agency.com",
"trigger_name": "opportunity_application_sent"
},
"applied_by": {
"id": "QWdlbmN5TWVtYmVyLzY3ODkw",
"first_name": "John",
"last_name": "Doe",
"email": "john.doe@agency.com"
},
"budget_min": 10000,
"budget_max": 25000,
"budget_monthly": true,
"budget_not_set_yet": false,
"location": "New York, US",
"country": "US",
"expertise": "Web Development",
"sector": "Technology",
"remote_work_accepted": true,
"languages_required": "en, fr",
"provider_size_required": "small, medium",
"briefing_description": "Project description...",
"price_in_credit": 100.0,
"price_in_euro": 90.0,
"title": "Sortlist Opportunity 12345: Acme Inc.",
"company": {
"size_min": 10,
"size_max": 50,
"turnover_min": 1000000,
"turnover_max": 10000000,
"type": "NGO",
"name": "Acme Inc.",
"website": "https://acme.com"
},
"contacts": [
{
"first_name": "Jane",
"last_name": "Doe",
"email": "jane.doe@example.com",
"phone": "+12025550100",
"linkedin_url": "https://linkedin.com/in/jane-doe",
"phone_iso31661": "US",
"phone_validation_status": "valid",
"picture_url": "https://example.com/jane-doe.jpg",
"professional_email": true,
"job_title": "Software Engineer",
"locale": "en"
}
]
}
🔑 Data Fields :
Field | Type | What it means | Why it matters / Use Case |
id | string (UUID) | Unique identifier | Use as primary key in CRM |
applied_at | datetime | When applied | Reactivity metric |
received_at | datetime | When received | Lag tracking |
project_id | integer | Project ref | Cross-reference |
locale | string | Project language | Segmentation per language |
provider_slug | string | Provider Profile slug | To ensure Integration consistency |
opportunity_link | string | Sortlist URL | Direct access to Sortlist Opportunity |
integration.uuid | string | Integration ID | Identify integration |
integration.owner | string | Owner email | Admin tracking |
integration.trigger_name | string | Always | Filter webhooks |
applied_by.id | string | Member ID | Attribution |
applied_by.first_name | string | First name of the member who applied | CRM sync |
applied_by.last_name | string | Last name member who applied | CRM sync |
applied_by.email | string | Email of the member who applied | Internal traceability & assignment |
budget_min | integer | null | Minimum budget | Qualification |
budget_max | integer | null | Maximum budget | Qualification |
budget_monthly | boolean | True if monthly | Pricing model |
budget_not_set_yet | boolean | True if unset | Handle missing budget |
location | string | Location | Targeting |
country | string (ISO) | Country code | Segmentation |
expertise | string | Service needed | Routing |
sector | string | Industry | Prioritization |
remote_work_accepted | boolean | Remote accepted? | Match teams & capabilities |
languages_required | string | Required languages | Assign teams |
provider_size_required | string | Preferred provider size | Qualification |
briefing_description | string | Project details | For context & AI lead scoring |
price_in_credit | decimal | Credit value | ROI tracking |
price_in_euro | decimal | Euro cost | Finance reporting |
title | string | Opportunity title (company visible) | CRM display |
company.size_min | integer | Min employees | Client profile |
company.size_max | integer | Max employees | Client profile |
company.turnover_min | integer | Min turnover | Qualification |
company.turnover_max | integer | Max turnover | Qualification |
company.type | string | Org type | Segmentation |
company.name | string | Real name | CRM sync |
company.website | string | Website | Enrichment & use as key to match domain on your CRM |
contacts[].first_name | string | Contact’s first name | Outreach personalization |
contacts[].last_name | string | Contact’s last name | Outreach personalization |
contacts[].email | string | Contact email | Direct outreach and use as key to sync with your Contacts in your CRM |
contacts[].phone | string | Phone number | Call follow-up & enrichment |
contacts[].phone_iso31661 | string | Country code | Dial prefix |
contacts[].phone_validation_status | string | Phone validation status | Quality check |
contacts[].linkedin_url | string | LinkedIn profile | Social selling & for remarketing |
contacts[].picture_url | string | Profile picture URL | CRM enrichment |
contacts[].professional_email | boolean | True if work email | Avoid personal addresses |
contacts[].job_title | string | Job title | Targeting & messaging personalization |
contacts[].locale | string | Contact’s language | Outreach in right language |
✅ Micro-win: By mastering this trigger, you’ll be the first to act with complete client information, ensuring your follow-ups are fast, personal, and effective.