Question

Setting up quote reminders in AroFlo based on expiry date

Does anyone know how to setup quote reminders based on the quote expiry date in AroFlo?

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+14

Hi @RikkiST

You’d have to define more logic about the reminder schedule you are trying to configure.

e.g. Send reminder N days before.

You’ll likely have to use the AroFlo API and custom Code step to fetch and filter.

Endpoint: Get In Progress Quotes

General concept for Zap steps:

Trigger: Schedule
1. Daily at X Time in Y time zone
Action: Code (JavaScript / Python)
1. GET API ArfFlo - Get In Progress Quotes
Action: Filter
1. Check there are Quotes to process
Action: Looping - Create Loop from Line Items
1. https://zapier.com/apps/looping/integrations#help
Action: [APP] - [EVENT]
1. UP TO YOU
  1. e.g. Gmail - Send Email