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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.
- New Customer
Triggers when a new customer is created in the system.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created in the system.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling - Company NameRequired
- VAT Number
- Phone Number
- Website
- Address
- City
- State
ActionWrite
- New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created in the system.
Try ItTriggerPolling - New Ticket
Triggers when a new Ticket is created.
Try ItTriggerPolling - Client IDRequired
- Estimate NumberRequired
- DateRequired
- Due Date
- Currency IDRequired
- SubtotalRequired
- TotalRequired
- Billing Street
- Billing City
- Billing State
- Admin Note
- Client Note
- Terms
- StatusRequired
- DescriptionRequired
- QuantityRequired
- RateRequired
- Tax
ActionWrite
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