Go to https://zapier.com/app/zaps to create a Zapier account.
1. On your Zapier Account locate "My Zaps"
2. Click on Create
3. Click on New Zap
4. Click 1. Trigger
5. Click on DripJobs
6. Click on Choose an Event
7. Click on Proposal Accepted…
8. Click on Continue
9. Click on Continue
10. Click on Test trigger
11. Click on Proposal C
You can click on any of the Options could be A-B or C
12. Click on Continue with the selected record
13. Click on Gmail
14. Click on Choose an event
15. Click on Send Email…
16. Click on Continue
17. Make sure the correct account is on it
18. Click on Continue
19. Type the e-mail address to which the notification will be sent
Could be your same email
20. On From you are going to select the account you will be sending the email from
21. Type the Subject
Project Has Been Accepted
22. Type the email body you would like to receive
We will do this example with:
A New Project Was Accepted
Name:
Phone Number:
Email:
Job Address:
23. Click on Customer Name
24. Click on Customer Phone
25. Then search for the email
26. Click on Customer Email
27. Then search the Job Address
28. Click on Customer Job Address
29. Click on Continue
30. Click on Test step
🗨️ You should get a Test Email so go to your email
31. Click on the email you just received…
32. The email should look like this
🗨️ Go back to Zapier
33. Click on Publish
34. Your Zap was published, so every time someone accepts a proposal you will be notified
