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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.
- Client Created
Triggers when a new Company is added in Fresh Proposals .
Try It - Proposal Created
Triggers when a new Proposal is created .
Try It - Proposal Rejected
Triggers when a proposal rejected by client .
Try It - CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
- Company Contact Added
trigger when new contact added/updated in freshproposals
Try It - Proposal Accepted
Triggers when a proposal is accepted by client .
Try It - Proposal Sent
Triggers when a proposal is sent by a team member .
Try It - Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired