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ArborNote
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ArborNote
1. Choose trigger event
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Filter by Zapier
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Client" from ArborNote.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects ArborNote and Filter by Zapier, 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.

  • ArborNote triggers, actions, and search
    Create Client

    Triggers when a new client is created in ArborNote.

    Trigger
    Instant
    Try It
  • ArborNote triggers, actions, and search
    Create Proposal

    Triggers when a new proposal is created in ArborNote.

    Trigger
    Instant
    Try It
    • Project Name
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Contact Name
    • Email
    • Phone
    • Note
    • Proposal Note
    • Work Order Note
    • Latitude
    • Longitude
    • Market
    • Record Source
    Action
    Write
  • ArborNote triggers, actions, and search
    Create Project

    Triggers when a new project is created in ArborNote.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Contact Name
    • Email
    • Phone
    • Record Source
    Action
    Write
    • Only continue if...
      Required
    Action
    Filter

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Customers have created over 25 million Zaps on the platform

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Connect ArborNote and Filter by Zapier 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.
An illustration representing how to automate lead management with Zapier.

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.
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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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your ArborNote to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About ArborNote
ArborNote streamlines your tree care business with tree inventory, instant proposals, and seamless crew management.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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