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Slack
Team Chat
Airtable
Databases
ActiveCampaign
Marketing Automation
Slack
Team Chat
Airtable
Databases
ActiveCampaign
Marketing Automation
Slack
Team Chat
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- Document Created
Triggers when a new document is created.
Try ItTriggerInstant - Document Sent
Triggers when a document is sent to a client.
Try ItTriggerInstant - Document Viewed
Triggers when a document is viewed by a client.
Try ItTriggerInstant - Company NameRequired
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
ActionWrite
- Document Lost
Triggers when a document is marked as lost.
Try ItTriggerInstant - Document Signed
Triggers when a document is signed by a client.
Try ItTriggerInstant - Document Won
Triggers when a document is marked as won.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company ID
- Title
- Use Company Address
- Address Line 1
- Address Line 2
- City
- Postal/Zip Code
- State/Province
- Country
- Website URL
ActionWrite
Proposify Help & Support
Common questions
Related categories