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Liteo Zapier integrationAutomate Liteo with Zapier.

Liteo Zapier integration: 14 triggers, 11 actions, 1 search. Liteo keeps your contacts, businesses, deals and tasks in one CRM, and Zapier can both watch those four record types and write to them. Every trigger here is a polling one, so its speed depends on your plan.

Beta app Zapier still marks this integration as beta.

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Overview

What the Liteo Zapier integration lets you do

The Liteo Zapier integration connects Liteo, a small CRM where contacts, deals, tasks and follow-ups live together, to the rest of your tools. It works both ways: Liteo events can start a Zap, and a Zap can create or update records in Liteo. Zapier lists the integration as beta.

Three results that show the range. A pipeline that assigns its own next step: when a deal reaches a new stage, Deal Stage Changed starts a Zap that runs Create Task, so nobody forgets what comes after the stage move. A contact base fed from outside: a form or a sign-up in another tool goes through Create or Update Contact, which looks the person up by email and either refreshes the record or creates it. A daily nudge that does not depend on memory: Task Due and Task Overdue pick up tasks that are due or late in the timezone you choose, and push them to your chat or inbox.

What Zapier does not do here matters as much. None of the 14 triggers is instant: Zapier checks Liteo at an interval set by your plan, so nothing is immediate on the free plan. There is a single search, Find Contact, which only looks contacts up by email; businesses, deals and tasks cannot be searched as a separate step. And there is no delete action at all, so cleaning up records stays a job inside Liteo.

For the platform question, the n8n vs Zapier and Make vs Zapier comparisons are the next pages to read.

Vocabulary

Zapier words in one minute

Eight words come back on every Zapier page. Here they are once, in plain English, then used without a reminder.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. Liteo has 14, from a new contact to a task that is overdue.
Action
What the Zap does once started: the step that creates, updates or tags something for you in an app.
Task
The unit Zapier bills. One task is one action your Zap completed successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked on a timer; an instant one is reported by the app at once. All Liteo triggers are polling.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found. Liteo has one.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter, a search or a second action makes one, and it needs a paid plan.
Cost

What a Liteo Zap really costs

Liteo is not a premium app, so it works on the free plan. Its triggers never cost a task, however often Zapier checks Liteo for new items.

  • Trigger check0 task
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

Each action that goes through counts as one task, and a failed action is not counted. The free plan gives 100 tasks a month and two-step Zaps only: one trigger and one action. Find Contact, a filter or a second action make the Zap multi-step, which needs a paid plan. Since all 14 Liteo triggers are polling, the grid below decides how soon a Zap reacts; on paid plans the interval can be changed and a check can be run by hand from the editor.

Connect

Connect Liteo to Zapier in three steps

  1. 01

    Open your Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a Liteo account, plus read or write access to any record you do not own yourself and want the Zap to touch.

  2. 02

    Find Liteo

    Type Liteo in the search box of the dialog, pick it from the results, then click Add connection. Zapier opens a new tab, where the last part of the setup happens.

  3. 03

    Sign in and grant access

    Log in to Liteo in that tab and allow Zapier to use the account. The connection then appears on your Apps page, and every Liteo step in every Zap can reuse it.

First Zap

Your first Liteo Zap: a task for every stage change

GoalWhen a deal moves to another stage in Liteo, a follow-up task is created in Liteo, so each stage change comes with a clear next step.

  1. 01

    Pick the trigger

    Create a Zap, choose Liteo and Deal Stage Changed, then your Liteo connection. Test it: Zapier brings back the three most recent items, so you work on a real deal.

  2. 02

    Keep the stages that matter

    Optional: from the plus icon, add a Filter and set the field, the rule and the value. It makes the Zap multi-step, which needs a paid plan.

  3. 03

    Add Create Task

    Choose Liteo again and Create Task. Title is the only required field: build it from what the trigger sent, such as the deal it concerns.

  4. 04

    Test the action

    Run the step once and read what came back from Liteo before going further. A test that works creates a real task, so check it in Liteo afterwards.

  5. 05

    Publish

    Click Publish to switch the Zap on. From then on, Zapier checks Liteo at your plan's interval and creates a task for each stage change it finds.

Triggers

Liteo triggers on Zapier

14 events start a Zap when something happens in Liteo. Zapier checks for them at the interval your plan allows.

1

Deal Follow-Up Due

Polling trigger

In Zapier“Triggers when an open deal has a follow-up due today in the selected timezone.”

Starts a Zap when an open deal has a follow-up due today. It turns the follow-up date stored in Liteo into a reminder that can land wherever your team actually looks.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when follow-ups slip because nobody opens the CRM in the morning.
Watch out
the Timezone field is required, and today starts at midnight in the timezone you pick, so choose the one your team works in.
2

Deal Stage Changed

Polling trigger

In Zapier“Triggers when a deal moves to another stage.”

Fires whenever a deal moves from one stage to another. That makes it the natural starting point for anything that should happen at a specific point of the pipeline.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when reaching a stage should create a task, send a message or update another tool.
Watch out
it reacts to every stage move, so add a filter (paid plan) if only one stage matters.
3

New Business

Polling trigger

In Zapier“Triggers when a business is created.”

Picks up each business record created in Liteo, whether someone typed it in or another Zap added it. Each new company becomes a starting point for whatever your other tools need to know about it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a new company in the CRM should also appear in a shared sheet or a team channel.
Watch out
a Zap that creates businesses from this trigger would feed itself, so never point them at each other.
4

New Contact

Polling trigger

In Zapier“Triggers when a contact is created.”

Each person added to Liteo as a contact sets off the Zap, once. It is the trigger to pick when only fresh contacts matter, not every later edit to them.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a new contact should be welcomed, copied to a mailing tool or announced to the team.
Watch out
contacts created before you published the Zap are never picked up; only new ones count from that point on.
5

New Deal

Polling trigger

In Zapier“Triggers when a deal is created.”

Watches for deals being opened in Liteo and starts a Zap for each one. It catches the very beginning of an opportunity, before any stage change happens.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when the team wants to hear about each new opportunity, or a sheet should track deals as they open.
Watch out
for later moves of the same deal, Deal Stage Changed or Updated Deal is the trigger to use instead.
6

New Task

Polling trigger

In Zapier“Triggers when a task is created.”

A task created in Liteo, by hand or by another Zap, is enough to start this one. It mirrors your CRM to-do list into other tools without anyone retyping it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when tasks planned in Liteo should also show up in another planner your team uses.
Watch out
if another Zap creates Liteo tasks, this trigger sees those too, and each one spends tasks in the Zap that follows.
7

Tag Added or Removed

Polling trigger

In Zapier“Triggers when the selected tag change occurs.”

Reacts to a tag being put on, or taken off, a record. You decide which kind of record to watch and which change counts, so the same trigger can follow very different signals.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a tag is how your team marks a status, and that status should start something elsewhere.
Watch out
Record Type and Change are both required, so set them before you test the trigger.
8

Task Completed

Polling trigger

In Zapier“Triggers when a task is completed, including after it was reopened.”

Runs the Zap when a task is ticked off in Liteo, and again if that task was reopened and then completed once more. Finished work becomes a signal for the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when closing a task should log the result elsewhere or tell a colleague they can move on.
Watch out
a reopened task fires a second time when completed again, so the next steps may run twice for it.
9

Task Due

Polling trigger

In Zapier“Triggers when an incomplete task is due today in the selected timezone.”

Looks for tasks that are not done yet and fall due today, and starts a Zap for each. It is the reminder Liteo can send out to the tools your team keeps open.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when people should hear about the day's tasks in their chat rather than inside the CRM.
Watch out
Timezone is required, and the day begins at midnight in that timezone, which shifts what counts as due today.
10

Task Overdue

Polling trigger

In Zapier“Triggers when an incomplete task is overdue in the selected timezone.”

Catches the tasks that are still open once their due date has passed. Where Task Due warns ahead, this one flags what has already slipped.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when late tasks should reach a colleague or a shared channel instead of waiting quietly in Liteo.
Watch out
the required Timezone decides when a task tips into overdue, so set it to the zone the deadlines were meant for.
11

Updated Business

Polling trigger

In Zapier“Triggers when a business is updated.”

Any change saved on a business record starts the Zap. Use it to keep a copy of company details in step with what the CRM holds.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when another tool keeps its own copy of company information and should follow every edit.
Watch out
pairing it with Update Business on the same records creates a loop that keeps firing and eats tasks.
12

Updated Contact

Polling trigger

In Zapier“Triggers when a contact is updated.”

Whenever someone edits a contact in Liteo, this trigger notices on its next check and starts the Zap with the updated record.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a mailing tool or a sheet must reflect the latest contact details, not the ones from signup.
Watch out
a Zap that also runs Update Contact or Create or Update Contact on the same people will set itself off again.
13

Updated Deal

Polling trigger

In Zapier“Triggers when a deal is updated.”

Reacts to any edit on a deal, not only stage moves. Whatever change is saved on the deal, this trigger will start the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a report or a sheet tracks deals and must stay current with every change.
Watch out
it fires far more often than Deal Stage Changed, which matters for your task count if actions follow.
14

Updated Task

Polling trigger

In Zapier“Triggers when a task is updated.”

Every edit to a task in Liteo sets this one off, whatever changed on it. It keeps any copy of that task elsewhere in line with the CRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when tasks are mirrored in another planner and edits must follow.
Watch out
if you only care about finished tasks, Task Completed is more precise and fires far less.
Actions

Liteo actions on Zapier

Liteo gives you 11 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Tag to Contact

Action

In Zapier“Adds a tag to a contact.”

Puts a tag on a contact. Both Contact and Tag are required.

When to use it
when an event in another tool should mark the person in Liteo for later sorting.
Watch out
combined with Tag Added or Removed on contacts, it can set off a second Zap.
2

Create Business

Action

In Zapier“Creates a business.”

Creates a company record in Liteo from data sent by an earlier step. Name is the one required field.

When to use it
when a new client company should exist in the CRM as soon as another tool records it.
Watch out
no duplicate check here; Find or Create Business is safer when the company may already exist.
3

Create Contact

Action

In Zapier“Creates a contact.”

Adds a new person to Liteo. First Name and Last Name are the two required fields.

When to use it
when you are sure the person is new, for example from a source that only sends first contacts.
Watch out
nothing in it looks for an existing contact first, so Create or Update Contact is safer when the person may already be there.
4

Create Custom Field

Action

In Zapier“Creates a custom field, or returns an existing field with the same name, type, and options. Requires an admin-owned connection.”

Adds a custom field to a record type, or returns the existing one if a field with the same name, type and options is already there. Record Type, Field Name and Field Type are required.

When to use it
when a setup Zap must prepare Liteo before data starts flowing.
Watch out
it needs an admin-owned connection, and Field Name stops at 100 characters.
5

Create Deal

Action

In Zapier“Creates a deal.”

Opens a deal in Liteo with a title, a pipeline and a stage, the three fields it requires.

When to use it
when a request arriving in another tool should start an opportunity in the CRM.
Watch out
Pipeline and Stage are both required, so every deal the Zap opens needs its place in a pipeline decided upfront.
6

Create Task

Action

In Zapier“Creates a task.”

Puts a new task into Liteo. Only Title is required, so it is the easiest action to start with.

When to use it
when an event, in Liteo or elsewhere, calls for a follow-up someone has to do.
Watch out
fed by New Task or Updated Task, it would trigger itself in a loop.
7

Find or Create Business

Action

In Zapier“Finds a business by website domain, or exact name when no website is provided, and creates it if needed.”

Finds a business by its website domain, or by exact name when no website is given, and creates it only if nothing matches. Name is required.

When to use it
when contacts arrive with a company and you want one record per company.
Watch out
without a website, a slightly different spelling of the name means a second business.
8

Update Business

Action

In Zapier“Updates a business, including selected custom fields.”

Edits a business record, including the custom fields you select. Business is the required field that points to the record.

When to use it
when company details change in another tool and the CRM should follow.
Watch out
there is no business search step, so the record must come from an earlier step.
9

Update Contact

Action

In Zapier“Updates a contact.”

Changes an existing contact. The Contact field, which tells Liteo which person to edit, is required.

When to use it
when you already know which contact to change, often thanks to Find Contact just before.
Watch out
run from Updated Contact on the same person, it creates a loop.
10

Update Deal

Action

In Zapier“Updates a deal, including selected custom fields.”

Modifies an existing deal, custom fields included if you select them. Deal is required to say which one.

When to use it
when an event in another tool should change where a deal stands in the CRM.
Watch out
no deal search exists, so the deal has to be passed on by the trigger or an earlier step.
11

Create or Update Contact

Action

In Zapier“Finds a contact by email, then updates it or creates it.”

Looks the contact up by email, then updates it if found or creates it if not. First Name, Last Name and Email are all required.

When to use it
whenever the same person may come back through a form or another tool.
Watch out
without an email the step cannot match anyone, so it will not run.
Searches

Liteo search on Zapier

1 search step looks for data that already exists in Liteo, so a later step can use it.

Liteo offers one search step. It sits at the bottom of the action-event list, under the SEARCH heading of Action event, and some action fields also offer + Add search step to insert it right before the current step.

Three settings decide what happens next. Successful if no search results are found? left on its default stops the Zap when no contact matches, and the steps that depended on it are skipped; switched on, the Zap carries on empty-handed. If multiple search results are found? keeps the first match by default, or can stop the Zap, or hand all matches on. The third, Create X if it doesn't exist yet?, is not offered here: Liteo exposes no find-or-create variant of Find Contact, and Create or Update Contact covers that need as an action.

1

Find Contact

Search

In Zapier“Finds a contact by email address.”

Looks up an existing Liteo contact from an email address, the one required field, and hands the record to the steps that follow.

When to use it
right before Update Contact or Add Tag to Contact, when the trigger only gives you an email.
Watch out
it makes the Zap multi-step, so it needs a paid plan.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nobody stops the Zap there, and the steps that depend on it are skipped. Switched on, the Zap carries on without a contact.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find-or-create. Liteo exposes no such variant for Find Contact; the action Create or Update Contact covers that need instead.
  3. If multiple search results are found?
    Three ways out when several contacts match: keep the first one, which is the default, stop the Zap, or hand all of them on to the next steps.
When it breaks

When a Liteo Zap breaks

Zapier ties no help article to Liteo and lists no rate limit for it. What breaks comes from the general rules of Zaps, plus the required fields of a few operations.

  • Records from before never show up

    A Zap only reacts to what happens after you switch it on. Contacts, deals or tasks that existed before stay out, and moving that backlog is a separate job.

  • A Zap that keeps setting itself off

    Updated Contact followed by Update Contact on the same people, or New Task followed by Create Task: the Zap writes where its trigger watches and burns through tasks.

  • A bulk import is held back

    After an import or a migration into Liteo, a trigger can suddenly return a huge batch. Zapier's flood protection may then hold the runs back instead of firing them all.

  • The same record does not fire twice

    On a polling trigger, Zapier remembers what it has already seen. The same record does not start the Zap twice, even if it still shows up on the next check.

  • Due tasks show up on the wrong day

    Task Due, Task Overdue and Deal Follow-Up Due count the day from midnight in the timezone you set. A wrong zone shifts every reminder.

  • Create Custom Field is refused

    This action needs a connection owned by a Liteo admin. On a regular user's connection, the step fails and no field is created.
Need help

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FAQ

Liteo Zapier integration: frequent questions

01Is the Liteo Zapier integration free?
Yes, within the free plan's limits. Liteo is not a premium app, so all 14 triggers, 11 actions and the search are available without paying Zapier. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger and one action. Adding Find Contact, a filter or a second action makes it a multi-step Zap, which needs a paid plan. Your Liteo account itself is handled on Liteo's side.
02How many tasks does a Liteo Zap use?
One task per action that succeeds, nothing for the trigger. Zapier can check Liteo for new or updated records as often as your plan allows without counting anything. Then each Liteo action that completes, Create Task or Update Deal for instance, uses one task. A Zap with three actions uses three per run, and a failed action is not counted. Watch the Updated triggers: they fire on every edit, so they can use far more tasks than the New ones.
03Is the Liteo Zapier integration real time?
No. All 14 Liteo triggers are polling triggers: Zapier goes to Liteo at a fixed interval and keeps only what it has not seen yet. On the free plan that check happens every 15 minutes, on Professional every 2 minutes, on Team and Enterprise every minute. On paid plans you can also run a check by hand from the editor. The type is decided by Liteo and cannot be switched to instant from Zapier.
04What does connecting Liteo to Zapier require?
A Liteo account, and access to the records the Zap will read or change. On Zapier, open the Apps page, click + Add connection, search for Liteo, then click Add connection. A tab opens where you sign in to Liteo and grant Zapier access. One case needs more: Create Custom Field only works on a connection owned by a Liteo admin, so connect with an admin account if a Zap will create fields.
05Why do the Liteo due-date triggers fire on the wrong day?
Because of the Timezone field. Task Due, Task Overdue and Deal Follow-Up Due all require one, written as an IANA name such as Europe/London, and the day starts at midnight in that zone. If the zone differs from the one your team works in, a task can count as due or overdue earlier or later than expected. Set the timezone your deadlines were planned in, then retest the trigger. The rule is shared by all three triggers, so one wrong zone shifts every reminder they send.
06What if the Liteo operation you need is not there?
Then Zapier cannot do it for Liteo as things stand. The integration covers creating and updating contacts, businesses, deals and tasks, tagging contacts and adding custom fields, with one search by contact email. There is no delete action and no search for businesses, deals or tasks. Anything outside that list stays a manual step in Liteo, or needs a different route than this integration. Check the editor list before you plan a Zap around it.
07Zapier, Make or n8n for Liteo?
It depends on the criterion, not on a winner. On Zapier, Liteo comes with 26 ready-made operations, enough to cover contacts, deals and tasks without building anything yourself. The trade-off is timing: every trigger is polling, so the speed depends on your Zapier plan. If you need instant reactions or richer searches, check first whether the other platform you are considering supports Liteo at all, then compare on budget and steps per run.
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