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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.
- New Project
Triggers when a new project is created.
Try ItTriggerInstant - Sales Order Status Change
Triggers when the status of a sales order has changed.
Try ItTriggerInstant - Project numberRequired
- TagsRequired
ActionWrite
- Order Email Sent
Triggers when an email with a Presentation, Estimate, Sales Order, or Invoice is sent the to the client.
Try ItTriggerInstant - Project NumberRequired
- NoteRequired
- Task Date
- Task For
ActionWrite
Related categories