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MFG-01 Salesforce Opportunity trigger Quote Generation in HighGear

This Zap is an example that is triggered when an opportunity record in Salesforce is updated to a stage named Proposal/Price Quote (stages within Salesforce are customizable). Once triggered, this Zap will create a record within HighGear in order to launch a multi department technical quote generation and approval process managed within HighGear. See related zaps named "MFG-02 and MFG-03" which provide integration actions for other bidirecitonal data steps between HighGear and Salesforce at different stages within the workflow.

Carl Casserlycreated by Carl Casserly
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap uses the following 2 apps

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  • HighGear logo

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