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Best answer

Link to Quotes in Syncchroteam

  • February 17, 2023
  • 2 replies
  • 21 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!

Best answer by christina.d

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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2 replies

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31340 replies
  • February 17, 2023

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
Forum|alt.badge.img+9
  • christina.dZapier Staff
  • Zapier Staff
  • 2653 replies
  • Answer
  • February 22, 2023

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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