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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 client is created.
Try It - Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try It - Proposal Created
Triggers when a proposal is created.
Try It - Proposal Sent
Triggers when a proposal is sent.
Try It
- Proposal Accepted
Triggers when a proposal is accepted.
Try It - Proposal Charged
Triggers when a proposal is charged.
Try It - Proposal Rejected
Triggers when a proposal is rejected.
Try It - EmailRequired
- Role
- First NameRequired
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes