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How Zapier works
Zapier makes it easy to integrate ArborNote with SimpleTexting - no code necessary. See how you can get setup in minutes.
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 "Create/Update a Contact" in SimpleTexting.
You’re connected!
Zapier seamlessly connects ArborNote and SimpleTexting, 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.
Try ItTriggerInstant - Create Proposal
Triggers when a new proposal is created in ArborNote.
Try ItTriggerInstant - Project Name
- Project Address 1
- Project Address 2
- Project City
- Project State
- Project Zip
- Contact Name
- EmailRequired
- Phone
- Note
- Proposal Note
- Work Order Note
- Latitude
- Longitude
- Market
- Record Source
ActionWrite- Account phone
- Contact phone
Try ItTriggerInstant
- Create Project
Triggers when a new project is created in ArborNote.
Try ItTriggerInstant - Client NameRequired
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Record Source
ActionWrite- Account phone
- Contact phone
Try ItTriggerInstant- Account phone
- Contact phone
Try ItTriggerInstant
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