Zapier Trigger for Proposal Status Change
curl --request GET \
--url http://127.0.0.1:5000/zapier/trigger/proposal \
--header 'Accept: <accept>'{
"financialSummary": {
"partsSubtotal": 123,
"partsTotal": 123,
"laborTotal": 123,
"feeTotal": 123,
"proposalSubtotal": 123,
"salesTax": {
"total": 123,
"calculation": {
"applyTo": [],
"hasMultipleTaxSupport": true,
"isTaxJarAvailable": true,
"partsTax": 123,
"partsTaxName": "<string>",
"laborTax": 123,
"laborTaxName": "<string>",
"partsTax2": 123,
"partsTax2Name": "<string>",
"laborTax2": 123,
"laborTax2Name": "<string>",
"feeTax": 123,
"feeTaxName": "<string>",
"feeTax2": 123,
"feeTax2Name": "<string>",
"taxLocation": {
"id": 123,
"street": "<string>",
"suite": "<string>",
"city": "<string>",
"postalCode": "<string>",
"state": "<string>",
"stateAbbrev": "<string>",
"country": "<string>",
"phone": "<string>"
},
"partsTotalTax": 123,
"laborTotalTax": 123,
"feeTotalTax": 123
}
},
"partsDiscountPercentage": 123,
"partsDiscount": 123,
"partsDiscountTaxable": 123,
"partsDiscountTaxExempt": 123,
"proposalTotal": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
}
},
"id": 123,
"number": 123,
"status": "<string>",
"total": 123,
"customer": {
"id": 123,
"location": {
"id": 123,
"street": "<string>",
"suite": "<string>",
"city": "<string>",
"postalCode": "<string>",
"state": "<string>",
"stateAbbrev": "<string>",
"country": "<string>",
"phone": "<string>"
},
"firstName": "<string>",
"lastName": "<string>",
"companyName": "<string>",
"contactEmail": "<string>",
"contactEmailCC": "<string>",
"contactPhone": "<string>"
},
"proposalPdf": "<string>",
"proposalCsv": "<string>",
"installerPdf": "<string>",
"salesPerson": "<string>",
"salesPersonEmail": "<string>",
"areas": [
{
"id": 123,
"name": "<string>",
"options": [
{
"id": 123,
"lastModifiedDate": "2023-11-07T05:31:56Z",
"total": 123,
"totalRecurringService": 123,
"clientDescription": "<string>",
"installerDescription": "<string>",
"items": [
{
"id": 123,
"referencedItemId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"quantity": 123,
"total": {
"amount": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
},
"isCombinedPrice": true
},
"parentId": 123,
"lastModifiedDate": "2023-11-07T05:31:56Z",
"brand": "<string>",
"model": "<string>",
"description": "<string>",
"name": "<string>",
"shortDescription": "<string>",
"clientNote": "<string>",
"imageUrl": "<string>",
"msrp": 123,
"sellPrice": 123,
"cost": 123,
"costUpdateDate": "2023-11-07T05:31:56Z",
"supplier": "<string>",
"isTaxExempt": true,
"isRecurringService": true,
"linkedOrders": [
{
"orderId": 123,
"orderNumber": 123,
"orderNumberSuffix": "<string>",
"orderName": "<string>",
"supplier": "<string>",
"supplierRef": "<string>"
}
]
}
]
}
]
}
],
"profit": {
"total": 123,
"percentage": 123,
"partTotal": 123,
"partPercentage": 123,
"laborTotal": 123,
"laborPercentage": 123,
"isProfitIncludeCos": true
},
"recurringServices": {
"items": [
{
"name": "<string>",
"sellPrice": 123,
"quantity": 123,
"totalSell": 123
}
],
"totalRecurringService": 123
},
"changeOrders": [
{
"id": 123,
"number": 123,
"name": "<string>",
"createdDate": "2023-11-07T05:31:56Z",
"lastModifiedDate": "2023-11-07T05:31:56Z",
"total": {
"changeOrderTotal": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
}
},
"customer": {
"id": 123,
"firstName": "<string>",
"lastName": "<string>",
"companyName": "<string>",
"contactEmail": "<string>",
"contactEmailCC": "<string>",
"contactPhone": "<string>"
},
"lastModifiedByUserDate": "2023-11-07T05:31:56Z"
}
],
"name": "<string>"
}Zapier Triggers
Zapier Trigger: Proposal Status Change
Zapier trigger that fires when a proposal’s status changes in Portal.io.
GET
/
zapier
/
trigger
/
proposal
Zapier Trigger for Proposal Status Change
curl --request GET \
--url http://127.0.0.1:5000/zapier/trigger/proposal \
--header 'Accept: <accept>'{
"financialSummary": {
"partsSubtotal": 123,
"partsTotal": 123,
"laborTotal": 123,
"feeTotal": 123,
"proposalSubtotal": 123,
"salesTax": {
"total": 123,
"calculation": {
"applyTo": [],
"hasMultipleTaxSupport": true,
"isTaxJarAvailable": true,
"partsTax": 123,
"partsTaxName": "<string>",
"laborTax": 123,
"laborTaxName": "<string>",
"partsTax2": 123,
"partsTax2Name": "<string>",
"laborTax2": 123,
"laborTax2Name": "<string>",
"feeTax": 123,
"feeTaxName": "<string>",
"feeTax2": 123,
"feeTax2Name": "<string>",
"taxLocation": {
"id": 123,
"street": "<string>",
"suite": "<string>",
"city": "<string>",
"postalCode": "<string>",
"state": "<string>",
"stateAbbrev": "<string>",
"country": "<string>",
"phone": "<string>"
},
"partsTotalTax": 123,
"laborTotalTax": 123,
"feeTotalTax": 123
}
},
"partsDiscountPercentage": 123,
"partsDiscount": 123,
"partsDiscountTaxable": 123,
"partsDiscountTaxExempt": 123,
"proposalTotal": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
}
},
"id": 123,
"number": 123,
"status": "<string>",
"total": 123,
"customer": {
"id": 123,
"location": {
"id": 123,
"street": "<string>",
"suite": "<string>",
"city": "<string>",
"postalCode": "<string>",
"state": "<string>",
"stateAbbrev": "<string>",
"country": "<string>",
"phone": "<string>"
},
"firstName": "<string>",
"lastName": "<string>",
"companyName": "<string>",
"contactEmail": "<string>",
"contactEmailCC": "<string>",
"contactPhone": "<string>"
},
"proposalPdf": "<string>",
"proposalCsv": "<string>",
"installerPdf": "<string>",
"salesPerson": "<string>",
"salesPersonEmail": "<string>",
"areas": [
{
"id": 123,
"name": "<string>",
"options": [
{
"id": 123,
"lastModifiedDate": "2023-11-07T05:31:56Z",
"total": 123,
"totalRecurringService": 123,
"clientDescription": "<string>",
"installerDescription": "<string>",
"items": [
{
"id": 123,
"referencedItemId": 123,
"createdDate": "2023-11-07T05:31:56Z",
"quantity": 123,
"total": {
"amount": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
},
"isCombinedPrice": true
},
"parentId": 123,
"lastModifiedDate": "2023-11-07T05:31:56Z",
"brand": "<string>",
"model": "<string>",
"description": "<string>",
"name": "<string>",
"shortDescription": "<string>",
"clientNote": "<string>",
"imageUrl": "<string>",
"msrp": 123,
"sellPrice": 123,
"cost": 123,
"costUpdateDate": "2023-11-07T05:31:56Z",
"supplier": "<string>",
"isTaxExempt": true,
"isRecurringService": true,
"linkedOrders": [
{
"orderId": 123,
"orderNumber": 123,
"orderNumberSuffix": "<string>",
"orderName": "<string>",
"supplier": "<string>",
"supplierRef": "<string>"
}
]
}
]
}
]
}
],
"profit": {
"total": 123,
"percentage": 123,
"partTotal": 123,
"partPercentage": 123,
"laborTotal": 123,
"laborPercentage": 123,
"isProfitIncludeCos": true
},
"recurringServices": {
"items": [
{
"name": "<string>",
"sellPrice": 123,
"quantity": 123,
"totalSell": 123
}
],
"totalRecurringService": 123
},
"changeOrders": [
{
"id": 123,
"number": 123,
"name": "<string>",
"createdDate": "2023-11-07T05:31:56Z",
"lastModifiedDate": "2023-11-07T05:31:56Z",
"total": {
"changeOrderTotal": 123,
"currency": {
"code": "<string>",
"symbol": "<string>"
}
},
"customer": {
"id": 123,
"firstName": "<string>",
"lastName": "<string>",
"companyName": "<string>",
"contactEmail": "<string>",
"contactEmailCC": "<string>",
"contactPhone": "<string>"
},
"lastModifiedByUserDate": "2023-11-07T05:31:56Z"
}
],
"name": "<string>"
}This endpoint is used by the Portal.io Zapier integration. It fires when a proposal’s status changes in your Portal.io account — for example, when a proposal moves from Draft to Submitted, or from Submitted to Accepted.
Each Zapier subscription can filter by specific statuses so that your Zap only triggers on transitions you care about.
Headers
Accept Header
Available options:
application/json Response
Proposal List.
ZapierProposalItem
Financial totals, discounts, tax, and currency values for the proposal
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Customer contact
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Profit summary for the proposal
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Recurring service summary associated with the proposal.
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