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Or pick an app to pair with
Dubsado
CRM (Customer Relationship Management)
VSCO Workspace
CRM (Customer Relationship Management)
17hats
CRM (Customer Relationship Management)
Dubsado
CRM (Customer Relationship Management)
VSCO Workspace
CRM (Customer Relationship Management)
17hats
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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 Client
Triggers when a new client is created by vendor dashboard.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone numberRequired
ActionWrite- Payment request id (optional)
ActionWrite- Payment request id (optional)
ActionSearch
- Payment Request Status Updated
Triggers when a payment request is created, updated or deleted
Try ItTriggerInstant - Payment request Id (optional)
- ClientRequired
- Contract amountRequired
- Payment dueRequired
- Payment methodRequired
- Note to client (optional)
ActionWrite- Client email
ActionSearch
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