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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.
- Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try It - Invoice Paid
Triggers when an invoice is paid.
Try It - Proposal Accepted
Triggers when a proposal is accepted by the client.
Try It - Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
- Contract Viewed
Triggers when a contract is viewed.
Try It - Invoice Viewed
Triggers when an invoice is viewed by the client.
Try It - Proposal Viewed
Triggers when a proposal is viewed by the client.
Try It - Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client NameRequired
- Company Name
- Project Description
- Project Notes
- Website
- Phone Number
- Job Title