Cone

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<a href="#h_0612b9c3ac">Overview</a>

<a href="#h_9535eefa7a">Integrating Zapier with Cone</a>

<a href="#h_b017433be8">Triggers</a>

1. <a href="#h_972a6398d6">Proposal triggers</a>
2. <a href="#h_cdc3f12268">Client triggers</a>
3. <a href="#h_3e02fe6925">Invoice triggers</a>

<a href="#h_d1aefc07a4">Actions</a>

1. <a href="#h_55b30f250a">Client actions</a>
2. <a href="https://Contact%20action" rel="nofollow noopener noreferrer" target="_blank">Contact action</a>

1. <a href="#h_0612b9c3ac">Overview</a>
2. <a href="#h_9535eefa7a">Integrating Zapier with Cone</a>
3. <a href="#h_b017433be8">Triggers</a>
 1. <a href="#h_972a6398d6">Proposal triggers</a>
 2. <a href="#h_cdc3f12268">Client triggers</a>
 3. <a href="#h_3e02fe6925">Invoice triggers</a>
4. <a href="#h_d1aefc07a4">Actions</a>
 1. <a href="#h_55b30f250a">Client actions</a>
 2. <a href="https://Contact%20action" rel="nofollow noopener noreferrer" target="_blank">Contact action</a>

Cone’s Zapier integration unlocks powerful automation possibilities for your proposal and client management workflows. This guide provides detailed information on the triggers and actions supported by the integration, allowing you to streamline processes and enhance efficiency

Go to the Integrations section within Cone’s settings

Connect your Cone account to Zapier

Set up Zaps using the desired Triggers and Actions

1. Go to the Integrations section within Cone’s settings
2. Connect your Cone account to Zapier
3. Set up Zaps using the desired Triggers and Actions

Cone supports various triggers that initiate a Zapier action. These triggers include essential fields necessary for the action to be executed successfully

Proposal Created: Triggered when a proposal is initially saved. Includes proposal base fields such as <code>ref_id</code>, <code>name</code>, <code>client_name</code>, <code>services</code>, <code>estimated_contract_value</code>, <code>url</code>, and more

Proposal Published: Occurs when a proposal is published. In addition to proposal base fields, it includes <code>published_date</code> and <code>accept_deadline</code>

Proposal Accepted: Activated when a proposal is accepted by all signatories. Adds <code>accepted_date</code> to the proposal base fields

Proposal Lost: Sent if a proposal is marked as lost, including a <code>lost_reason</code>

Proposal Revoked: Triggered when a proposal is revoked, with an added <code>revoked_date</code>

- Proposal Created: Triggered when a proposal is initially saved. Includes proposal base fields such as <code>ref_id</code>, <code>name</code>, <code>client_name</code>, <code>services</code>, <code>estimated_contract_value</code>, <code>url</code>, and more
- Proposal Published: Occurs when a proposal is published. In addition to proposal base fields, it includes <code>published_date</code> and <code>accept_deadline</code>
- Proposal Accepted: Activated when a proposal is accepted by all signatories. Adds <code>accepted_date</code> to the proposal base fields
- Proposal Lost: Sent if a proposal is marked as lost, including a <code>lost_reason</code>
- Proposal Revoked: Triggered when a proposal is revoked, with an added <code>revoked_date</code>

Client Created: Occurs when a new client is added. Contains client base fields including <code>type</code>, <code>entity_type</code>, <code>business_name</code>, <code>contacts</code>, and more

Client Updated: Activated when client details are updated. Includes all client base fields plus <code>updated_date</code>

Client Converted to Customer: Triggered when a prospect is converted to a customer, using client base fields

- Client Created: Occurs when a new client is added. Contains client base fields including <code>type</code>, <code>entity_type</code>, <code>business_name</code>, <code>contacts</code>, and more
- Client Updated: Activated when client details are updated. Includes all client base fields plus <code>updated_date</code>
- Client Converted to Customer: Triggered when a prospect is converted to a customer, using client base fields

Invoice Created: Occurs when a new invoice is generated. Includes <code>invoice_date</code>, <code>due_date</code>, <code>terms</code>, <code>client</code> details, and other invoice base fields

Invoice Updated: Triggered when an invoice is updated, with all invoice base fields

Invoice Paid: Sent when an invoice is marked as paid, including <code>payment_mode</code> details

Invoice Canceled: Activated when an invoice is canceled

- Invoice Created: Occurs when a new invoice is generated. Includes <code>invoice_date</code>, <code>due_date</code>, <code>terms</code>, <code>client</code> details, and other invoice base fields
- Invoice Updated: Triggered when an invoice is updated, with all invoice base fields
- Invoice Paid: Sent when an invoice is marked as paid, including <code>payment_mode</code> details
- Invoice Canceled: Activated when an invoice is canceled

Cone’s actions through Zapier allow for client and contact creation within the Cone ecosystem based on the type and specifics of the entity

Create Business Customer/Prospect: Includes fields for <code>Business name</code> and a list of <code>Contact</code> s

Create Individual Customer/Prospect: Fields include <code>First name</code>, <code>Middle name</code>, <code>Last name</code>, and <code>Contact</code> details

- Create Business Customer/Prospect: Includes fields for <code>Business name</code> and a list of <code>Contact</code> s
- Create Individual Customer/Prospect: Fields include <code>First name</code>, <code>Middle name</code>, <code>Last name</code>, and <code>Contact</code> details

Create Contact: Crucial fields such as <code>First name</code>, <code>Last name</code>, <code>Email</code>, and <code>Phone</code> enable the addition of a new contact to a client or prospect in Cone.

- Create Contact: Crucial fields such as <code>First name</code>, <code>Last name</code>, <code>Email</code>, and <code>Phone</code> enable the addition of a new contact to a client or prospect in Cone.

Table of contents

Overview

Integrating Zapier with Cone

Triggers

Proposal triggers

Client triggers

Invoice triggers

Actions

Client actions

Contact action