Triggers

New Board

Data sent to Quote Roller, when the user creates a new board.

New List

Data sent to Quote Roller, when the user creates a new list on the board.

New Card

Data sent to Quote Roller, when the user creates a new card in the list of the board.

New Activity

Data sent to Quote Roller, when the user performs any activity.

Actions

Create Note

Creates a new note on a proposal

Create Company

Create a company that can be used for proposals

Create Contact

Creates a contact

Create Product

Create a product that can be used in proposals.

Create Proposal

Creates a new proposal!