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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 Invoice Submitted
Triggers when a new invoice is submitted in the application
Try ItTriggerInstant - New Quote Submitted
Triggers when a new quote is submitted
Try ItTriggerInstant - Project IdRequired
- Note
- Invoice Date
- Due Date
- DescriptionRequired
- Quantity
- Unit Cost
- Markup %
- Section
- Cost Code Name
- Cost Code #
ActionWrite- Project IDRequired
- Title
- Description
- Template ID
- Task Name
- Task Category
- Task Section/Group
- Task Description
- Task Quantity
- Task Unit
- Material Unit Cost
- Labor Unit Cost
- Markup %
- Cost Code Name
- Cost Code Code
ActionWrite
- New Project Created
Triggers when a new project is created
Try ItTriggerInstant - Client NameRequired
- EmailRequired
- Language
- Phone Number
- Internal Notes
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
ActionWrite- Project TitleRequired
- Client EmailRequired
- Client NameRequired
- Street AddressRequired
- Address Line 2
- CityRequired
- State/ProvinceRequired
- Postal CodeRequired
- CountryRequired
- Client Language
ActionWrite- Project IDRequired
- Title
- CSV Content
ActionWrite
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