Triggers

Add Members to Project

Data sent to Quote Roller, when the user adds one or more members to a specific project.

New Task

Data sent to Quote Roller, when the user creates a new task in the project.

Create Task Comment

Data sent to Quote Roller, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to Quote Roller, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to Quote Roller, when the user performs any activity on the particular task of the project.

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!