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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.
- Client Created
Triggers when a client is first created.
Try ItTriggerInstant - Client Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItTriggerInstant - Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItTriggerInstant - Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try ItTriggerInstant
- Client Deleted
Triggers when a client is deleted.
Try ItTriggerInstant - Estimate Closed
Triggers when an estimate is closed.
Try ItTriggerInstant - Estimate Deleted
Triggers when an estimate is deleted.
Try ItTriggerInstant - Estimate Total Changed
Triggers when an estimate total changed.
Try ItTriggerInstant