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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Annotation Added" from Approval Studio.

Add your action

An action happens after the trigger—such as "Add Invoice Comment" in RemOnline.

You’re connected!

Zapier seamlessly connects Approval Studio and RemOnline, automating your workflow.

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 UID
  Required
- Project Template UID
Trigger
Instant
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- Client UID
  Required
- Project Template UID
Trigger
Instant
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- Client UID
  Required
- Project Template UID
Trigger
Instant
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- Client UID
  Required
- Project Template UID
Trigger
Instant
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- Client UID
  Required
- Project Template UID
Trigger
Instant
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- Client UID
  Required
- Project Template UID
- Task Type
Trigger
Instant
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- Client UID
  Required
- Project Template UID
- Task Type
Trigger
Instant
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- Client UID
  Required
- Project Template UID
- Task Type
Trigger
Instant
Try It
- Project UID
  Required
- Project Name: Choose Action
  Required
- Customer: Choose Action
  Required
- Project: Choose Action
  Required
- Design: Choose Action
  Required
- Revision: Choose Action
  Required
- Description: Choose Action
  Required
- Due Date: Choose Action
  Required
- Tags: Choose Action
  Required
- Project Owners: Choose Action
  Required
Action
Write
- Client UID
  Required
- Project Name
  Required
- Project Owners
  Required
- Customer
- Project
- Design
- Revision
- Description
- Tags
- Due Date
- Project Template UID
Action
Write
- Project UID
  Required
- Asset UIDs
- User's Email
  Required
- Email Subject
- Email Language
- Password
- Allow Download Assets
  Required
- Is Review Session Read Only
- Comment
- Due Date
Action
Write
- Project UID
  Required
- Assign to User(s)
  Required
- Asset UIDs
- Comment
- Due Date
Action
Write
- Project UID
  Required
- URL
  Required
- RefDoc Name
Action
Write
- Task UID
  Required
Action
Search
- Task Type
Action
Search
Cash Flow Items
Cash flow items you can use in the product
Trigger
Polling
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- Branch
Trigger
Polling
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- Is order or estimate?
  Required
- Order_id
  Required
Trigger
Polling
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Get Prices
Get prices from the account
Trigger
Polling
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- Created At from
- Created At to
Trigger
Polling
Try It
- Sort Direction
- Authors employees Id's for filtering
- Assignee employee id's
- Deadline from
- Deadline to
Trigger
Polling
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Get UOMs (Inits of Measure)
Get UOMs (Inits of Measure)
Trigger
Polling
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Get Invoice Statuses
Triggers when a new invoice_statuses is created.
Trigger
Polling
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- Names
- Phones
- Emails
- Discount Codes
- Marketing Sources
- Is Juridical
- Is Supplier
Trigger
Polling
Try It
Locations
Locations you can use in the product
Trigger
Polling
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Order Statuses
Order statuses you can use in the product
Trigger
Polling
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- Title
- Q
- Ids
- Barcodes
- Categories
Trigger
Polling
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- Lead_id
  Required
- Message
  Required
- Is_private
Action
Write
- Is order or estimate?
  Required
- Is_Service
  Required
Action
Write
- Uid
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- Owner_id
- Warehouse_id
Action
Write
- Contact name
  Required
- Contact phone
- Lead type ID
  Required
- Client ID
- Manager ID
- Branch
- Description
- Ad campaign
- Is urgent?
Action
Write
- Is order or estimate?
  Required
- Branch
- Order type
  Required
- Client ID
- Payer ID
- Asset ID
- Ad campaign
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due Date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Title
- Description
- Deadline
  Required
- Assignees
  Required
Action
Write
- Asset ID
- Warehouse_id
Action
Write
- Title
- Barcodes
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Write
- Is order or estimate?
  Required
- Order_id
  Required
- Branch
- Order type
  Required
- Client ID
- Payer ID
- Asset ID
- Ad campaign
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due Date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
Action
Write
- Product_id
  Required
- Title
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
- Is_serial
- Warranty
- Warranty_period
Action
Write
- Product_id
  Required
Action
Search
- Ids
- Statuses
- Client_ids
- Client Names
- Client Phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
Action
Search
- Uid
- Owner_id
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- Warehouse_id
Action
Search or write
- Title
- Q
- Ids
- Barcodes
- Categories
- Category_id
  Required
- Cost
- Uom_id
  Required
- Is_labor
- Warranty
- Warranty_period
Action
Search or write

- Client UID
  Required
- Project Template UID
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
- Task Type
Trigger
Instant
Try It
- Client UID
  Required
- Project Template UID
- Task Type
Trigger
Instant
Try It
- Project UID
  Required
- URL
  Required
Action
Write
- Project UID
  Required
- New State
  Required
Action
Write
- Project UID
  Required
- Assign to User(s)
  Required
- Comment
- Due Date
Action
Write
- Project UID
  Required
- Assign to User(s)
  Required
- Comment
- Due Date
Action
Write
- Project UID
  Required
- URL
  Required
- Asset Name
Action
Write
- Project UID
  Required
Action
Search
- Client UID
  Required
- Project Template UID
Action
Search
Ad Campaigns
Ad Campaigns you can use in the product
Trigger
Polling
Try It
- Ids
- Uid
- Owner_id
- Warehouse_id
Trigger
Polling
Try It
- Sort Direction
- Types
- Branches
- Statuses
- Asset UID
- Ids
- ID Labels
- Managers
- Engineers
- Clients IDs
- Client Names
- Client Phones
- Created At from
- Created At to
- Modified At from
- Modified At to
- Done At from
- Done At to
- Closed At from
- Closed At to
Trigger
Polling
Try It
- Sort Direction
- Cashbix id
  Required
- Created At from
- Created At to
Trigger
Polling
Try It
Get Product Categories
Get Product Categories from the account
Trigger
Polling
Try It
Get Service Categories
Get Service Categories from the account
Trigger
Polling
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Get Taxes
Triggers when a new get_taxes is created.
Trigger
Polling
Try It
- Ids
- Statuses
- Client_ids
- Client Names
- Client Phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Trigger
Polling
Try It
Lead Types
Lead Types you can use in the product
Trigger
Polling
Try It
Employees List
The list of Employees you can use in the product
Trigger
Polling
Try It
Order Custom Fields
Triggers when a new order_custom_fields is created.
Trigger
Polling
Try It
- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Trigger
Polling
Try It
- Invoice_id
  Required
- Message
  Required
- Is_private
Action
Write
- Order_id
  Required
- Message
  Required
- Is_private
Action
Write
- Task_id
  Required
- Message
  Required
- Is_private
Action
Write
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is Supplier
- Is Juridical
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Branch
- Order type
  Required
- Client ID
- Asset ID
- Is urgent?
- Estimated cost
- Appearance
- Packagelist
- Malfunction
- Assigned at
- Duration
- Estimated done at
- Manager ID
- Engineer ID
- Manager notes
- Warranty date
- Kind of good
- Brand of Asset
- Model of Asset
- Serial
Action
Write
- Cashbix id
  Required
- Payment amount
  Required
- Direction
  Required
- Cash flow item
- Client ID
- Employee ID
- Created at
- Description
Action
Write
- Order_id
  Required
- Status ID
  Required
Action
Write
- Title
- Description
- Barcodes
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Write
- id Name
  Required
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is Supplier
- Is Juridical
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Write
- Is order or estimate?
  Required
- Order_id
  Required
- Item_id
  Required
- Assignee ID
- Quantity
  Required
- Price
  Required
- Cost
- Discount_type
  Required
- Discount_sponsor
  Required
- Discount_value
  Required
- Warranty_period
- Warranty_periodUnits
  Required
- Tax_ids
- Comment
Action
Write
- id Name
  Required
Action
Search
- id Name
  Required
Action
Search
- Uid
- Owner_id
Action
Search
- Sort Direction
- Authors employees Id's for filtering
- Assignee employee id's
- Deadline from
- Deadline to
Action
Search
- Client Email
- Client Phone
Action
Search
- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
- Description
- Category_id
  Required
- Article
- Code
- Uom_id
  Required
Action
Search or write
- Client Email
- Client Phone
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is Supplier
- Is Juridical
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Approval Studio and RemOnline to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Approval Studio to RemOnline integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Approval Studio

Approval Studio is a client-oriented online proofing software for creative teams and everyone working with designs.

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Related categories

Team Collaboration

About RemOnline

RemOnline is repair shop management software to organize work cycles and process jobs online, from estimating job costs to payment.