Mobile Tech RX + Zapier Tables

Create records in Zapier Tables when new estimates are created in Mobile Tech RX

Create a streamlined workflow between Mobile Tech RX and Zapier Tables with this automation. As soon as a new estimate is generated in Mobile Tech RX, this setup instantly populates the data into a new record in Zapier Tables. It's a seamless way of logging estimates, ensuring that your records are maintained accurately and efficiently with little manual input.

When this happens...
Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
TriggerInstant
automatically do this!
Create Record
Creates a new record on a table.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a client is first created.
Trigger
Instant
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Client Created/Updated
Triggers when major changes occur to a client, including creation.
Trigger
Instant
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Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Trigger
Instant
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Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Trigger
Instant
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All Estimate Events
Triggers when anything changes on an estimate, including creation.
Trigger
Instant
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Vehicle Approved on Estimate
Triggers when a vehicle is approved on an estimate.
Trigger
Instant
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Vehicle Removed From Estimate
Triggers when a vehicle is removed from an estimate.
Trigger
Instant
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Invoice Created
Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Trigger
Instant
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Invoice Re-Opened
Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Trigger
Instant
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Invoice Total Changed
Triggers when an invoice total changed.
Trigger
Instant
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Vehicle Added to Invoice
Triggers when an invoice has a vehicle added.
Trigger
Instant
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Workorder Assigned
Triggers when a technician or work assignment is changed on the workorder.
Trigger
Instant
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Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
Trigger
Instant
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Workorder Total Changed
Triggers when an workorder total changed.
Trigger
Instant
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- Search by ID
- Search by Email
- Search by Phone
- Client Information
- Client Name
- First Name
- Last Name
- Email
- Phone
- Category
- Tax Rate
- Street Address
- City
- State
- ZIP Code
- Country
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
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- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Estimate Closed
Triggers when an estimate is closed.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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Estimate Total Changed
Triggers when an estimate total changed.
Trigger
Instant
Try It
Vehicle Added to Estimate
Triggers when a vehicle is added to an estimate.
Trigger
Instant
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Vehicle Rejected on Estimate
Triggers when a vehicle is rejected on an estimate.
Trigger
Instant
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Invoice Closed
Triggers when an invoice is closed.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
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Invoice Paid
Triggers when an invoice payment status changes.
Trigger
Instant
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All Invoice Events
Triggers when anything changes on an invoice, including creation.
Trigger
Instant
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Vehicle Removed From Invoice
Triggers when an invoice has a vehicle removed.
Trigger
Instant
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Workorder Closed
Triggers when a workorder is closed.
Trigger
Instant
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Workorder Deleted
Triggers when a workorder is deleted.
Trigger
Instant
Try It
All Workorder Events
Triggers when anything changes on a workorder, including creation.
Trigger
Instant
Try It
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write

About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

Related categories

Sales & CRM

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Mobile Tech RX + Zapier Tables

Create records in Zapier Tables when new estimates are created in Mobile Tech RX

Client Created

Client Created/Updated

Estimate Created

Estimate Re-Opened

All Estimate Events

Vehicle Approved on Estimate

Vehicle Removed From Estimate

Invoice Created

Invoice Re-Opened

Invoice Total Changed

Vehicle Added to Invoice

Workorder Assigned

Workorder Created

Workorder Total Changed

Create or Update Client

Find Estimate

Find User

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

Client Deleted

Estimate Closed

Estimate Deleted

Estimate Total Changed

Vehicle Added to Estimate

Vehicle Rejected on Estimate

Invoice Closed

Invoice Deleted

Invoice Paid

All Invoice Events

Vehicle Removed From Invoice

Workorder Closed

Workorder Deleted

All Workorder Events

Find Client

Find Invoice

Find Workorder

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

About Mobile Tech RX

Related categories

About Zapier Tables

Related categories