Connecting Your Workflows with Zapier

This guide walks you through connecting AccountGroove to Zapier, selecting an AccountGroove trigger, and testing it so Zapier can pull real proposal data.

Before you start: Make sure you have at least one accepted proposal in AccountGroove, otherwise the test step may return no data.

1. Open your Zaps

From Zapier Home, click Zaps to view existing Zaps or create a new one.

2. Start the Trigger setup

Click Trigger to choose what event will start your Zap.

3. Search for AccountGroove

In the app search field, type AccountGroove and select it.

4. Connect your AccountGroove profile

Click Select to sign in and connect your AccountGroove profile to Zapier.

5. Select the correct AccountGroove connection

If you are already signed in, choose your AccountGroove Profile connection (not Zapier logins).

6. Choose your AccountGroove trigger event

Select the trigger event that should start your Zap.

7. Continue to testing

Click Continue to move to the test step.

8. Test the trigger

Click Test trigger to load sample proposals from AccountGroove.

9. Select the most recent accepted proposal

Note: You need an accepted proposal in AccountGroove or no information will populate.

10. Confirm the record and continue

Review the fields Zapier pulled, then click Continue with Selected Record.

Optional: Add Gmail steps (attachments or email notifications)

After connecting AccountGroove, you can also pull emails from support@accountgroove.com to extract proposal or invoice attachments, or send a summary email to your team.

11. Browse for another app

Click Browse all… to select the next Zapier app.

12. Select Gmail

Choose Gmail as the app for the next step.

13. Choose a Gmail event

Pick the Gmail event that fits what you want to do (search email, find messages, etc.).

14. Option 1: Extract attachments by file name

AccountGroove emails include Proposal and Invoice receipt attachments.

Proposal: P-001234

Invoice Attachment: INV-001234

16. Option 2: Send an email to your team

Send a message with the extracted proposal details to a team member.

17. Connect Gmail

Click Connect Gmail… to authorize Zapier to send or read emails from the chosen Gmail account.

18. Set the "To" recipient

Enter the email address that should receive the message.

19. Set the "From" sender

Choose which connected Gmail account should send the email.

20. Add a clear subject line

Use a subject that makes the message easy to scan and search later.

21. Add dynamic fields to the email body

Insert dynamic values so each email includes the correct proposal details automatically.

22. Insert the Client Company field

Select Client Company from the dynamic fields list.

23. Add any additional text

Add context for your team, such as what changed or what action to take next.

24. Wait for the step to finish loading

Zapier will process the step and load available fields. Give it a moment if it shows loading.

25. Select the Service Name field

Click into the Service Name field where you want dynamic data inserted.

26. Insert Various parts of the Proposal

Type what you are looking to connect (or select the matching dynamic field token) to insert the label value.

27. Test the step

Click Test step to confirm the step runs successfully and returns the expected data, you will have an email in your mail box with the updated information from the proposal.

If you updated fields or mappings, click Retest step to pull fresh results.