# Named Account Trigger Radar

> Identify named accounts with timely buying or expansion signals and recommend next actions.

- Skill: `zapier/named-account-trigger-radar` (Agent Skill, multi-file: 6 files)
- Install (CLI): `npx skillmds@latest add zapier/named-account-trigger-radar`
- Raw SKILL.md: https://api.skillmd.com/api/skills/zapier/named-account-trigger-radar/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: zapier (https://skillmd.com/u/zapier)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/zapier/named-account-trigger-radar

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# Named Account Trigger Radar

Use this skill to decide which named accounts sales or marketing should work now, why they are timely, and what action should happen next.

## Workflow

1. Define the account pool and separate new-logo, recovery, and expansion motions.
2. Gather company-approved evidence first, then add public triggers when useful.
3. Score accounts based on actionability, recency, fit, and next-step clarity.
4. Return a short ranked list, not a generic market summary.
5. Label weak or stale evidence rather than forcing a recommendation.

## Zapier MCP And SDK Role

- Use Zapier MCP to read CRM, account lists, approved account signals, public research, and collaboration context.
- Use Zapier SDK for scheduled account watchlists, account-priority logging, and approved owner notifications.
- Keep CRM updates and outbound recommendations human-reviewed.

## Guardrails

- Do not recommend accounts solely because they are large.
- Do not fabricate ownership, intent, or titles.
- Use absolute dates for trigger recency.