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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Client" from ArborNote.

Add your action

An action happens after the trigger—such as "Add Prospect to Campaign" in Overloop.

You’re connected!

Zapier seamlessly connects ArborNote and Overloop, automating your workflow.

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.

Create Client
Triggers when a new client is created in ArborNote.
Trigger
Instant
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Create Proposal
Triggers when a new proposal is created in ArborNote.
Trigger
Instant
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- Project Name
- Project Address 1
- Project Address 2
- Project City
- Project State
- Project Zip
- Contact Name
- Email
  Required
- Phone
- Note
- Proposal Note
- Work Order Note
- Latitude
- Longitude
- Market
- Record Source
Action
Write
Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
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List Created
Triggers when a new list is created.
Trigger
Polling
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Stage Created
Triggers when a new stage is created.
Trigger
Polling
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Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Prospect
  Required
- Campaign
  Required
Action
Write
- Name
  Required
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Deal
  Required
- Workflow
  Required
Action
Write
- Prospect
  Required
- Workflow
  Required
Action
Write
- ID
  Required
Action
Write
- Id
  Required
- Pipeline
  Required
Action
Write
- Id
  Required
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or email
  Required
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Name
  Required
Action
Search
- Expression to search…
  Required
Action
Search

Create Project
Triggers when a new project is created in ArborNote.
Trigger
Instant
Try It
- Client Name
  Required
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Record Source
Action
Write
Deal Created
Triggers when a new deal is created.
Trigger
Polling
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Deal Won
Triggers when a new deal is won.
Trigger
Polling
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
Try It
User Created
Triggers when a new user is created.
Trigger
Polling
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Organization Created
Triggers when a new organization is created.
Trigger
Polling
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
Try It
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
  Required
- Prospect
- Organization
Action
Write
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Organization
  Required
- Workflow
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- ID
  Required
Action
Write
- First_name
  Required
- Last_name
  Required
- Company
- Domain
Action
Write
- Id
  Required
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…
  Required
Action
Search
- Expression to search
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ArborNote and Overloop to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ArborNote to Overloop integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ArborNote

ArborNote streamlines your tree care business with tree inventory, instant proposals, and seamless crew management.

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About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.