In this tutorial I am going to go over an example of what you could do with automation when you send a proposal from your SynkedUP account. This is the "When Proposal is Created" zap trigger we have available in Zapier. Watch me set up a live and working zap, and follow along to set up your own.
The purpose of this particular zap is to be able to automate anything you want, when you send a proposal from within SynkedUP. One of the most common use cases would be to send an automated follow up reminder when the customer hasn't yet approved a proposal you sent to them. That's the example I set up in my tutorial below, but you could set up anything you want.
Requirements:
*SynkedUP PRO plan required
Zapier account required
Your Zapier and SynkedUP accounts need to be connected. Click here to learn how
Steps in your Zap that are required for this to succesfully work:
Select your trigger "When a Proposal is Created"
Set your zap action to be anything you want. Most likely something like
delay for 24 hrs
filter to only proceed if the Estimate Status still isn't approved
Send the reminder email
note:
any multistep Zaps like the example above require a paid Zapier account.
You can use Zapier for free on their free plan for simple automations, but to truly leverage the power of automation, you'll need their bottom paid plan (currently $19.99/mo) so you can build conditional logic and/or multiple steps into your zap automations. You can sign up for Zapier here