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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 Quote
Triggers when a new quote is created (once you click next on the summary page).
Try ItTriggerInstant - Owner
ActionWrite- Product CodeRequired
- Price List CodeRequired
- Active
- Pricing Model
- One-Off Price
- Recurring Price
- Recurring Interval
- Commitment
- Vat Category
- Show Quantity
ActionWrite
- Changed Quote Status
Triggers when the status of a quote is changed.
Try ItTriggerInstant - Product CodeRequired
- Product NameRequired
- CategoryRequired
- TypeRequired
- Position
- Alternative Name On Quote Pdf
- Use Additional Image As Product Info
ActionWrite
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