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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.
- Create Client
Triggers when a new client is created in ArborNote.
Try ItTriggerInstant - Create Proposal
Triggers when a new proposal is created in ArborNote.
Try ItTriggerInstant - Project Name
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Note
- Proposal Note
- Work Order Note
- Latitude
- Longitude
- Market
- Record Source
ActionWrite
- Create Project
Triggers when a new project is created in ArborNote.
Try ItTriggerInstant - Client NameRequired
- Address 1
- Address 2
- City
- State
- Zip
- Contact Name
- Email
- Phone
- Record Source
ActionWrite
Related categories