ClientPoint Integrations
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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.
- ClientPoint Approve
Triggers when a ClientPoint is approved.
Try ItTriggerInstant - ClientPoint Created
Triggers when a new Clientpoint is Created.
Try ItTriggerInstant - Proposal IDRequired
- LinkRequired
- File NameRequired
- Link typeRequired
ActionWrite- ClientPoint IDRequired
- Comment TextRequired
- Select TypeRequired
- EmailRequired
ActionWrite
- Clientpoint Signed
Triggers when a ClientPoint is signed.
Try ItTriggerInstant - ClientPoint Updated
Triggers when a Clientpoint is Updated.
Try ItTriggerInstant - ClientPoint IDRequired
ActionWrite- NameRequired
- RevenueRequired
- Assigned to emailRequired
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- Host User
ActionWrite
ClientPoint Help & Support
Common questions
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