Skip to main content

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

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions 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.

  • Home
  • Get Help
  • How Do I
  • QuoteRoller trigger "Proposal Accepted" is the only trigger that would make sense
Best answer

QuoteRoller trigger "Proposal Accepted" is the only trigger that would make sense

  • April 1, 2020
  • 1 reply
  • 40 views
S

Hello!

 

I was trying to connect QuoteRoller with HelloSign or other convenient online document signature service. I want my client’s to sign the proposal when they want to accept it. There is no such trigger available when I try to connect QuoteRoller through zapier. Please suggest if there is any way to achieve this through Zapier or any other platforms.

 

Thanks.

Best answer by DanversBest answer by Danvers

Hi @SJ Innovation LLC Could you use the New note trigger for Quote Roller? So when you know that a client wants to sign the agreement, you add a specific note to the Proposal, which would trigger the Zap. 

 

You could then add a Filter step in the Zap so that it only continues if the note says ‘Client ready to sign’ (or whatever you want). Then you can add the HelloSign action. Does that sound like it would do what you’re looking for?

View original
    Did this topic help you find an answer to your question?
    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    1 reply

    Danvers
    Forum|alt.badge.img+12
    • DanversZapier Staff
    • Zapier Staff
    • 3731 replies
    • Answer
    • April 23, 2020

    Hi @SJ Innovation LLC Could you use the New note trigger for Quote Roller? So when you know that a client wants to sign the agreement, you add a specific note to the Proposal, which would trigger the Zap. 

     

    You could then add a Filter step in the Zap so that it only continues if the note says ‘Client ready to sign’ (or whatever you want). Then you can add the HelloSign action. Does that sound like it would do what you’re looking for?

    Terms & Conditions