The outgoing Zapier integration allows information to be sent out with each of the following triggers.
Customers | |
Creating Customers | Creating a customer through the following actions should create a trigger
Creating a customer through the following actions should NOT create a trigger
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Updating Customers | Creating a customer through the following actions should create a trigger
Updating a customer through the following actions should NOT create a trigger
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Contacts | |
Creating Contacts | Creating a contact through the following actions should create a trigger
Creating a contact through the following actions should NOT create a trigger
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Updating Contacts | Creating a contact through the following actions should create a trigger
Updating a contact through the following actions should NOT create a trigger
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Vendors | |
Creating Vendors | Creating a vendor through the following actions should create a trigger
Creating a vendor through the following actions should NOT create a trigger
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Updating Vendors | Updating a vendor through the following actions should create a trigger
Updating a vendor through the following actions should NOT create a trigger
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Suppliers | |
Creating Suppliers | Creating a supplier through the following actions should create a trigger
Creating a supplier through the following actions should NOT create a trigger
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Updating Suppliers | Updating a supplier through the following actions should create a trigger
Updating a supplier through the following actions should NOT create a trigger
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Quotes | |
Converting Quotes to Orders | Converting a quote through the following actions should create a trigger
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Quote Email | Sending a quote email should create a trigger. |
Orders | |
Online Order Placed | Creating an order through an online portal the following actions should create a trigger
Creating an order through an online portal the following actions should NOT create a trigger
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Sync Order | The sync order trigger is a manual trigger found in the actions menu on Order View. |
Posted Order | Posting an order through the following actions should create a trigger
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Shipping Email | Sending a shipping email should create a trigger. |
Payments | |
Creating Payments | Creating a payment through the following actions should create a trigger
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Order Items | |
Queue change | Changing a queue through the following actions should create a trigger
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Proof Status Change | Changing a Proof Status through the following actions should create a trigger
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Sync Item | The sync item trigger is a manual trigger found in the actions menu on Item View |
General | |
Task Completed | Completing a task should create a trigger. |