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!
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!
Hi
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
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! 🧡
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