Create new Aero tasks when Practice Ignition proposals are signed
Practice Ignition + Aero Workflow
Aero Workflow Integrations
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Add a new customer to Aero Workflow when a proposal is accepted in Practice Ignition
Practice Ignition + Aero Workflow
Add new Microsoft Outlook calendar events to Aero
Microsoft Outlook + Aero Workflow
Add new Google Contacts to Aero
Google Contacts + Aero Workflow
Add new Microsoft Outlook contacts to Aero Workflow
Microsoft Outlook + Aero Workflow
Aero Workflow Integration Details
Launched on Zapier:
The following Aero Workflow Triggers, Searches, and Actions are supported by Zapier:
Triggers
Get Company Names
Trigger for Company dynamic dropdown.
Actions
Create Company
Creates a new company.
Create Appointment
Creates a new Aero Appointment.
Create Email Aero
Creates a new Aero Email.
Create Vault Entry
Creates a new Vault Entry for specific company.
Create Task
Creates a new Aero Task.
Create Contact
Creates a new contact.
Create Note Aero
Creates a new Aero Other.
Searches
Find Company
Finds an existing company.
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