Integrations

Custom email integration

This is available in the Growth plan Only users with owner role can manage this integration Table of contents 1. Introduction 2. Connecting and managing email account 1. Setting up your email integration 2. Managing your connected email 3. Disconnecting 4. FAQs Introduction With Cone's custom email integration, all client communication, from proposal updates to invoice reminders, is streamlined through your chosen email, bringing a personal touch to your professional interactions. With this your clients will receive notifications from a familiar address, thereby building trust and recognition Connecting and managing email account Setting Up Your Custom Email Integration: 1. Navigate to Settings: 1. Access the Integrations section within your Cone settings to begin 2. Start the process: 1. Under Other section, look for "Custom email" card 2. Click Connect to get started ​ 3. Choose Your Email Provider: 1. Select either Gmail or Outlook for integration. Follow the on-screen instructions for a secure authentication process ​ 4. Begin Communication: Once connected, Cone will use your email to send all client-related communications, ensuring consistency and personalization Managing your connected email: 1. Once connected, custom email integration card will show as Active ​ 2. You can manage the integration by clicking Manage on the card 3. Here, you can find the integration status. If there's any issue with integration, you can also fix from here Regularly check your email integration settings within Cone to ensure everything is running smoothly Disconnecting Should you ever need to disconnect your email account from Cone, the process is straightforward: 1. Go to integrations: Find the custom email integration under Integrations 2. Click on Manage and then "Disconnect email" to remove your email account from Cone. This action will revert all communications back to the default Cone email system FAQs Can I link multiple email accounts to Cone? Currently, Cone supports integration with one email account per user. This helps keep your client communications centralized and secure What about security? Cone's integration process uses secure authentication methods to protect your data. Your email password remains private, and Cone does not have access to your email content What if I change my email password? Changing your email password will require re-authentication within Cone to maintain the connection. A prompt will guide you through this simple process I am not seeing custom email in integrations Cone's custom email integration feature is available in the Growth plan. If you are in the other plans, you will need to upgrade to use this feature ​

Zapier Integration

Available in Growth plan Table of contents 1. Overview 2. Integrating Zapier with Cone 1. Connect Cone to hundreds of other apps with Zapier 2. Getting started with Zapier 3. How to connect Cone to Zapier? 3. Triggers 1. Proposal triggers 2. Client triggers 3. Invoice triggers 4. Actions 1. Client actions 2. Contact action Overview 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 API schema is available here Integrating Zapier with Cone 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 Connect Cone to hundreds of other apps with Zapier Zapier lets you connect Cone to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically Getting started with Zapier Sign up for a free Zapier account, from there you can jump right in How to connect Cone to Zapier? 1. Log in to your Zapier account or create a new account 2. Navigate to "My Apps" from the top menu bar 3. Now click on "Connect a new account..." and search for "Cone" 4. Use your credentials to connect your Cone account to Zapier 5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup 6. Need inspiration? See everything that's possible with Cone and Zapier If you have any additional questions, you can open a ticket with Zapier Support from https://zapier.com/app/get-help Triggers Cone supports various triggers that initiate a Zapier action. These triggers include essential fields necessary for the action to be executed successfully Proposal triggers - Proposal Created: Triggered when a proposal is initially saved. Includes proposal base fields such as ref_id, name, client_name, services, estimated_contract_value, url, and more - Proposal Published: Occurs when a proposal is published. In addition to proposal base fields, it includes published_date and accept_deadline - Proposal Accepted: Activated when a proposal is accepted by all signatories. Adds accepted_date to the proposal base fields - Proposal Lost: Sent if a proposal is marked as lost, including a lost_reason - Proposal Revoked: Triggered when a proposal is revoked, with an added revoked_date Client triggers - Client Created: Occurs when a new client is added. Contains client base fields including type, entity_type, business_name, contacts, and more - Client Updated: Activated when client details are updated. Includes all client base fields plus updated_date - Client Converted to Customer: Triggered when a prospect is converted to a customer, using client base fields Invoice triggers - Invoice Created: Occurs when a new invoice is generated. Includes invoice_date, due_date, terms, client 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 payment_mode details - Invoice Canceled: Activated when an invoice is canceled Actions Cone’s actions through Zapier allow for client and contact creation within the Cone ecosystem based on the type and specifics of the entity Client actions - Create Business Customer/Prospect: Includes fields for Business name and a list of Contact s - Create Individual Customer/Prospect: Fields include First name, Middle name, Last name, and Contact details Contact action - Create Contact: Crucial fields such as First name, Last name, Email, and Phone enable the addition of a new contact to a client or prospect in Cone.