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Quickly automate Agrello integrations with Zapier's templates
Create new Agrello documents from templates each time new or updated Scoro quotes are generated
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 Document
Triggers when a new document is added.
Try ItTriggerPolling - Workspace to find Folder from
- Folder to watch
- Metadata keys
Try ItTriggerInstant- WorkspaceRequired
- FolderRequired
- Document NameRequired
- Output TypeRequired
- File URL (Deprecated. Use 'File' field instead)
- Send for signing immediately
- Signers
- Metadata
ActionWrite- Document nameRequired
ActionSearch
- Workspace to find Folder from
- Folder to watch
Try ItTriggerInstant- Workspace to find Folder from
- Folder to watch
- Metadata keys
Try ItTriggerInstant- WorkspaceRequired
- FolderRequired
- TemplateRequired
- Document NameRequired
- Send for signing immediately
- Additional signers
- Metadata
ActionWrite- Document nameRequired
ActionSearch
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