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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Accepted" from Eworks Manager.

Add your action

An action happens after the trigger—such as "Create Tracking" in PlanOK GCI.

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Zapier seamlessly connects Eworks Manager and PlanOK GCI, automating your workflow.

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.

Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
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Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
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Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
Trigger
Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
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.
Trigger
Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
New Canceled Promises
Triggers when a new canceled promise is detected in GCI.
Trigger
Polling
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New Contact B
Triggers when a new contact with email is detected to the centralizer.
Trigger
Polling
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New Current Account
Triggers when a new current account is detected in GCI.
Trigger
Polling
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New Payment
Triggers when a new payment is detected in GCI.
Trigger
Polling
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- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
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New Promise (Deprecated)
Triggers when a new promise is detected in GCI.
Trigger
Polling
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New Project
Triggers when a new proyect is added in GCI.
Trigger
Polling
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New Resciliation
Triggers when a new resciliation is detected in GCI.
Trigger
Polling
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New Reservation Canceled
Triggers when a new reservation canceled is detected in GCI.
Trigger
Polling
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New Writing
Triggers when a new writing is detected in GCI.
Trigger
Polling
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- ID Centralizador
  Required
- Fecha Real Contacto
  Required
Action
Write
- IdCotizacion
  Required
Action
Search

Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
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 Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write
New Business
Triggers when a new business is detected in GCI.
Trigger
Polling
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New Contact A
Triggers when a new contact is detected to the centralizer.
Trigger
Polling
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New Contact C
Triggers when a new contact with name, project and mobile phone is detected to the centralizer.
Trigger
Polling
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New Current Account Reservation
Triggers when a new current account reservation is detected in GCI.
Trigger
Polling
Try It
- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
Try It
- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
Try It
New Promise
Triggers when a new promise is detected in GCI.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is detected in GCI
Trigger
Polling
Try It
New Reservation
Triggers when a new reservation is detected in GCI.
Trigger
Polling
Try It
New Reservation With Medium
Triggers when a new reservation is detected in GCI.
Trigger
Polling
Try It
- Client ID
  Required
- Project ID
  Required
- Medium ID
  Required
- Contact Type ID
  Required
- Expectation ID
  Required
- Commentary
- Re-contact Date
  Required
Action
Write
- IdPromesa
  Required
Action
Search
- Identificador
  Required
- Rut sin guion ni digito verificador
  Required
- TipoCliente
- Ingresar ID del proyecto
Action
Search

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Learn about AI automation

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

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Related categories

Project Management

About PlanOK GCI

GCI is a real estate CRM to manage the complete sales cycle of real estate projects.