About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces Zapier Canvas Zapier Chatbots

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Link to Quotes in Syncchroteam

  • 17 February 2023
  • 2 replies
  • 17 views
sgibbs

I am trying to link to Quotes in Synchroteam.

I don’t see an option to trigger based on New Quotes, nor a way to create an Action to Create a New Quote.

Anybody have experience with this?

thanks for your help!

icon

Best answer by christina.d 22 February 2023, 22:21

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @sgibbs 

Good question.

Often if the desired trigger/action is not available for a Zap app, then you may have to explore using the app’s API or webhooks (if available).

Syncchroteam API: https://api.synchroteam.com/#quotations

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/integrations

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
christina.d
Userlevel 7
Badge +9

Hey there, friends!

I wanted to swing by and mention, while this isn’t supported at the moment, a feature request was opened for a new Synchroteam “Create Quotation” action. We’ll be sure to email the OP when and if this gets implemented as well as keep this thread updated. 🙂

Troy pointed this out but you could potentially use the Synchroteam API and Webhooks by Zapier if you’re comfortable! Here’s a few resources to get you started if you’d like to give that a shot:

It’s worth mentioning this is considered a slightly more advanced approach so any support will be limited. That said, as Troy also referenced, if you’d rather not fuss you can always look into hiring a Zapier Expert to build this for ya! 🙂

I hope some of this helps! 🧡

Terms & Conditions