Feature Enhancement: Zapier Phase 2
Newsletter Q3 2022
November 8, 2022
Custom CSS & Javascript: Testimonials
November 22, 2022
Increased Automation
Incoming Actions
In the latest version of DocketManager we have added incoming actions for Zapier as well as a couple more triggers for outgoing.
Here are the triggers that were added:
Complete Task
Send Shipping Email
Item Sync
Send Quote Email
Here are the actions that were added:
Search
- Customer
- Contact
- Order
- Order Item
- Quote
- Quote Item
- Employee
Create
- Customer
- Contact
- Shipment
- Payment
- Note
- Task
Update
- Customer
- Contact
- Queue
What can you do with it:
1
Move an Item when a proof is approved
When a proof is approved, use the the Queue Move action to move the item to a different queue.
Trigger:
Proof Status Updated
Proof Status Updated
Action 1:
Use Zapier's filter option to only look for approved status
Use Zapier's filter option to only look for approved status
Action 2:
Set the queue to change based on a set queue or dynamically based on a field (like press)
Set the queue to change based on a set queue or dynamically based on a field (like press)
2
Move an Item when a proof has changes
When a proof is sent back with changes, use the the Queue Move action to move the item to a different queue.
Trigger:
Proof Status Updated
Proof Status Updated
Action 1:
Use Zapier's filter option to only look for changes required status
Use Zapier's filter option to only look for changes required status
Action 2:
Set the queue to change based on a set queue (like graphics)
Set the queue to change based on a set queue (like graphics)
3
Add a follow-up task after sending a quote
When a quote is sent to a customer, create a task to follow-up on the quote.
Trigger:
Quote Email
Quote Email
Action 1 (optional):
Use Zapier's Delay to wait a day or week before creating the task
Use Zapier's Delay to wait a day or week before creating the task
or
Action 1 (optional):
use Zapier's Format to add time to the quote date to set as the due date.
use Zapier's Format to add time to the quote date to set as the due date.
Action 2: Create a quote task
