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Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
ActiveCampaign
Marketing Automation
monday.com
Project Management
Xero
Accounting
Slack
Team Chat
Capsule CRM
CRM (Customer Relationship Management)
Trello
Project Management
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
ActiveCampaign
Marketing Automation
monday.com
Project Management
Xero
Accounting
Pipedrive
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
ActiveCampaign
Marketing Automation
monday.com
Project Management
Xero
Accounting
Slack
Team Chat
Capsule CRM
CRM (Customer Relationship Management)
Trello
Project Management
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
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