The outgoing Zapier integration allows information to be sent out with each of the following triggers.


Customers
Creating CustomersCreating a customer through the following actions should create a trigger
  • CRM > Customers
  • Order/Quote Modal 
  • POS
  • New (Quick Add Button)


Creating a customer through the following actions should NOT create a trigger

  • Customer Import
Updating CustomersCreating a customer through the following actions should create a trigger
  • CRM > Customers
  • Order/Quote View
  • Item View


Updating a customer through the following actions should NOT create a trigger

  • Customer Import

Contacts
Creating ContactsCreating a contact through the following actions should create a trigger
  • CRM > Contacts
  • Order/Quote Modal 
  • POS
  • New (Quick Add Button)


Creating a contact through the following actions should NOT create a trigger

  • Contact Import

Updating ContactsCreating a contact through the following actions should create a trigger
  • CRM > Contact
  • Order/Quote View
  • Item View


Updating a contact through the following actions should NOT create a trigger

  • Contact Import

Vendors
Creating VendorsCreating a vendor through the following actions should create a trigger
  • Settings > Vendors/Suppliers


Creating a vendor through the following actions should NOT create a trigger

  • Vendor Import

Updating VendorsUpdating a vendor through the following actions should create a trigger
  • Settings > Vendors/Suppliers


Updating a vendor through the following actions should NOT create a trigger

  • Customer Import

Suppliers
Creating SuppliersCreating a supplier through the following actions should create a trigger
  • Settings > Vendors/Suppliers


Creating a supplier through the following actions should NOT create a trigger

  • Supplier Import

Updating SuppliersUpdating a supplier through the following actions should create a trigger
  • Settings > Vendors/Suppliers


Updating a supplier through the following actions should NOT create a trigger

  • Supplier Import

Quotes
Converting Quotes to OrdersConverting a quote through the following actions should create a trigger
  • Quote View
  • Quote Search - 3 Dot Ellipses 
  • Online Quote Approval
Orders
Online Order PlacedCreating an order through an online portal the following actions should create a trigger
  • Online checkout submission
  • Online checkout approval


Creating an order through an online portal the following actions should NOT create a trigger

  • Cart submitted for approval

Sync OrderThe sync order trigger is a manual trigger found in the actions menu on Order View

Posted OrderPosting an order through the following actions should create a trigger
  • Order View
  • Order Search - 3 Dot Ellipses
  • Order Search - Bulk Post

Payments
Creating Payments
Creating a payment through the following actions should create a trigger
  • Order payment (regular or credit card)
  • Deposit Edit (regular or credit card)
  • Payment Search (regular or credit card) 
  • POS (regular or credit card)
  • Online Checkout
  • Online Orders with Balances

Order Items
Queue changeChanging a queue through the following actions should create a trigger
  • Item View
  • Item Bulk Actions
  • Item Move
  • Order Post

Proof Status Change
Changing a Proof Status through the following actions should create a trigger
  • Item View
  • Item Bulk Actions
  • Online Proof Approval