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Email by Zapier + Handoff

Email by Zapier + Handoff

Email by Zapier + Handoff integrations

Send outbound emails in Email by Zapier when proposals are approved in Handoff

Stay on top of your business communications as soon as a proposal gets approved in Handoff. This workflow fires an outbound email via Email by Zapier when a proposal is approved in Handoff, ensuring your team is immediately updated. Harness the power of this seamless automation to keep your communication streamlined and timely, enhancing the efficiency of your business operations.

  1. When this happens...
    Proposal Approved
    Proposal Approved
    Proposal ApprovedTriggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
    TriggerInstant
  2. automatically do this!
    Send Outbound Email
    Send Outbound Email
    Send Outbound EmailSend 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.
    ActionWrite
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More things you can do with Handoff and Email by Zapier

Discover other triggers and actions you can use with Handoff and Email by Zapier

  • Handoff triggers, actions, and search
    New Contact

    Triggers when a new contact (client, sub, vendor) is created.

    Trigger
    Instant
    Try It
  • Handoff triggers, actions, and search
    New Project

    Triggers when a new project is created.

    Trigger
    Instant
    Try It
  • Handoff triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
    • Project Name
      Required
    • Status
    • Client Name
    • Client Email
    • Client Phone
    • Client Business Name
    • Client Notes
    • Client Street Address
    • Client City
    • Client State
    • Client ZIP Code
    • Project Street Address
    • Project City
    • Project State
    • Project ZIP Code
    • Integration Custom ID
    Action
    Write
  • Handoff triggers, actions, and search
    Invoice Paid

    Triggers when a client pays an invoice.

    Trigger
    Instant
    Try It
  • Handoff triggers, actions, and search
    Proposal Approved

    Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.

    Trigger
    Instant
    Try It
    • Contact Name
      Required
    • Email
    • Phone
    • Business Name
    • Notes
    • Street Address
    • City
    • State
    • ZIP Code
    • Referral Source
    Action
    Write
    • Project Name
      Required
    • Status
    • Client Name
    • Client Email
    • Client Phone
    • Client Business Name
    • Client Notes
    • Client Street Address
    • Client City
    • Client State
    • Client ZIP Code
    • Project Street Address
    • Project City
    • Project State
    • Project ZIP Code
    • Integration Custom ID
    • Document Title
    • Document Content
      Required
    • Photo URLs
    • File URLs
    Action
    Write
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email logo
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!
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Related categories
Email
Zapier
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About Handoff
Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.
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