Email by Zapier + Eworks Manager

Send outbound emails in Email by Zapier for new leads in Eworks Manager

When a new lead emerges in Eworks Manager, streamline your workflow with an instant email notification through Email by Zapier. This efficient process allows you to stay on top of potential business opportunities in real-time. No need to manually send out emails, this automation does it for you, freeing up time for you to focus on nurturing those leads effectively.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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Supported triggers and actions

Appointment Accepted
Triggers when an appointment is accepted.
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Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Instant
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Expense Authorised
Triggers when an expense is authorised.
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Instant
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Expense Updated
Triggers when an expense is updated.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Item Updated
Triggers when an item is updated.
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Instant
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Job Authorised
Triggers when a job is Authorised.
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Instant
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Job Completed
Triggers when a job is completed.
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Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
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Instant
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Job Updated
Triggers when a job is updated.
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Instant
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Lead Rejected
Triggers when a lead is rejected.
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Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
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Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
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Instant
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Quote Accepted
Triggers when a quote is accepted.
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Instant
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Quote Updated
Triggers when a quote is updated.
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Instant
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- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write
- Setup Directions
Trigger
Instant
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Appointment Action Required
Triggers when an appointment status is action required.
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Instant
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Appointment Completed
Triggers when an appointment is completed.
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Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
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- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Related categories

Project Management

Email by Zapier + Eworks Manager

Send outbound emails in Email by Zapier for new leads in Eworks Manager

Appointment Accepted

Appointment Cancelled

Appointment Declined

Appointment on Route

Appointment Status Changed

Expense Authorised

Expense Updated

Invoice Paid

Item Updated

Job Authorised

Job Completed

Job on Hold

Job Updated

Lead Rejected

New Appointment

New Expense

New Item

New Lead

New Quote

Purchase Order Approved

Purchase Order Paid

Quote Accepted

Quote Updated

Create Customer

Create Invoice

Create Job

Create Purchase Order

Create Supplier

Find or Create Item

Find Invoice

Find Purchase Order

Find or Create Customer

Find or Create Supplier

New Read Receipt

Appointment Action Required

Appointment Completed

Appointment on Hold

Appointment on Site

Customer Updated

Expense Paid

Invoice Cancelled

Invoice Updated

Job Action Required

Job Cancelled

Job in Progress

Job Status Changed

Lead Authorised

Lead Updated

New Customer

New Invoice

New Job

New Purchase Order

New Supplier

Purchase Order Cancelled

Purchase Order Updated

Quote Rejected

Supplier Updated

Create Expense

Create Item

Create Lead

Create Quote

Find or Create Customer

Find or Create Supplier

Find Job

Find Quote

Find or Create Item

New Inbound Email

Send Outbound Email

About Email by Zapier

Related categories

About Eworks Manager

Related categories