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mySalesman Zapier integrationAutomate mySalesman with Zapier.

The mySalesman Zapier integration gives you 1 trigger, 0 actions and 0 searches. It picks up each new budget quote from mySalesman and hands it to the tool of your choice, on the free Zapier plan as long as two steps are enough.

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Overview

What the mySalesman Zapier integration actually does

It is a one-way link. mySalesman is a tool residential construction contractors use to qualify their leads, and Zapier checks it for new budget quotes. Each quote it finds is passed to another app you pick. Nothing travels back: this integration reads from mySalesman and never writes into it.

Everything runs through one operation, New Budget Quote Created, so the results you can get all start from the same event. Three of them stand out. A quote log: every new budget quote becomes a row in a spreadsheet, which gives you a running list outside mySalesman. A heads-up: the quote lands as a message in the chat your team already reads. A record elsewhere: the quote opens an entry in the tool where you follow up on prospects. All three read the same quote; only the second step changes.

What Zapier does not do for this app matters just as much. There is no action, so a Zap cannot create, change or close anything inside mySalesman. There is no search either, so a Zap cannot look up an older quote. And the only trigger is checked on a timer (more on that below), so a quote waits for the next check before anything moves.

To weigh the other two tools for the same job, see our n8n vs Zapier and Make vs Zapier pages.

Vocabulary

The Zapier words you will meet

Eight terms, in plain words. They come back on every line of this page.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event that starts the Zap. Here it is a new budget quote in mySalesman, which Zapier waits for once the Zap is on.
Action
What the Zap does after it starts: the step that writes, sends or moves something in another app for you.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen yet.
Instant trigger
A trigger the app reports itself, calling Zapier when the event happens. mySalesman has none on Zapier today.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
Cost

What a mySalesman Zap costs

The bill is easy to read here. The trigger costs nothing, however often Zapier checks mySalesman. Only the actions that follow are counted.

  • Trigger check0 tasks
  • Each action that succeeds1 task
  • Action that failsNot counted
  • Free plan100 tasks a month, two steps per Zap

One quote sent to one app is one task. Send it to two apps in the same Zap and it costs two. An action that fails is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, each capped at two steps. A filter or a second action makes the Zap multi-step, and that needs a paid plan. mySalesman itself is open on the free plan.

The grid below is how often Zapier checks the trigger on each plan.

Connect

Connect mySalesman to Zapier

  1. 01

    Open your Apps page

    In your Zapier account, open Apps and click + Add connection. A dialog opens with a search box: type mySalesman and pick it from the list of results.

  2. 02

    Sign in and grant access

    Click Add connection. A new tab opens on mySalesman: sign in with the account whose budget quotes the Zap should see, then grant Zapier access to that account.

  3. 03

    Check the prerequisites

    You need an account on mySalesman, plus read or write access on anything you do not own yourself and want the Zap to touch. Once linked, the connection is reused by every step that calls mySalesman.

First Zap

Your first Zap: a log of the quotes you care about

GoalEvery new mySalesman budget quote that meets a condition you set ends up as a row in a spreadsheet.

  1. 01

    Pick the trigger

    Create a new Zap, choose mySalesman as the app that starts it, then New Budget Quote Created as the event. Select the connection you made, or add it from there.

  2. 02

    Fill in the Start Date and test

    Type a Start Date in one of the two accepted formats, then test the trigger. Zapier brings back the three most recent budget quotes, so you map your fields on a real one.

  3. 03

    Add the filter

    Add a Filter step from the plus icon, then set the field to look at, the rule and the value. Pick a text rule for text and a number rule for numbers. This step needs a paid plan.

  4. 04

    Add the spreadsheet step

    Choose your spreadsheet app and its add-a-row action, then place the quote's values in the right columns. Test this step once and read what came back before going further.

  5. 05

    Publish

    Click Publish to switch the Zap on. From then on, each new quote that passes the filter is written to the sheet after Zapier's next check.

Triggers

The mySalesman trigger

1 event starts a Zap when something happens in mySalesman. Zapier checks for them at the interval your plan allows.

1

New Budget Quote Created

Polling trigger

In Zapier“Triggers when new budget quotes are created.”

Each budget quote created in mySalesman is picked up on Zapier's next check and starts your Zap, carrying the quote on to the app you chose for the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
when a fresh quote should land where your team already works, such as a shared sheet or a chat channel.
Watch out
the Start Date field is required and takes YYYY-MM-DD or YYYY-MM-DDTHH:mm:ssZ, nothing else.
When it breaks

When a mySalesman Zap goes wrong

Zapier attaches no help article to this app and lists no limit of its own, so what can go wrong comes from how Zapier works in general.

Four cases are worth knowing before you publish. If a run still behaves oddly, see our Zapier troubleshooting guide.

  • Older quotes are not sent

    A Zap only reacts to what happens after you switch it on. Quotes that already existed are not picked up, and moving that backlog is a separate job.

  • A large batch can be held back

    If mySalesman suddenly returns a huge batch of quotes, after a bulk import for instance, Zapier's flood protection can hold the run back.

  • The same quote does not run twice

    On a polling trigger Zapier remembers what it has already seen, so the same budget quote does not start the Zap a second time.

  • The Start Date format is strict

    The required Start Date only takes YYYY-MM-DD or YYYY-MM-DDTHH:mm:ssZ. Check it in the trigger test before you publish.
Need help

Need help automating mySalesman with Zapier?

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FAQ

mySalesman and Zapier: common questions

01Is the mySalesman Zapier integration free?
Yes. mySalesman is not one of the apps Zapier keeps for paid plans, so a two-step Zap built on New Budget Quote Created runs on the free plan. That plan gives you 100 tasks a month and an unlimited number of Zaps, each limited to one trigger and one action. The ceiling appears once you want more than that: a filter that keeps only some quotes, or a second action that sends the same quote to two places, makes the Zap multi-step, and a multi-step Zap needs a paid plan. The trigger itself never costs a task.
02How many tasks does a mySalesman Zap use?
One task per budget quote and per action that succeeds. Checking mySalesman for new quotes costs nothing, however often Zapier looks. A Zap that writes each quote to one spreadsheet uses one task per quote. If the same Zap also posts a message, each quote costs two tasks, because every successful action is counted on its own. An action that fails is not counted against your plan. Before you choose a plan, compare the number of quotes you expect each month with the 100 tasks of the free plan.
03Does mySalesman send quotes to Zapier in real time?
No. New Budget Quote Created is a polling trigger: Zapier checks mySalesman on a timer instead of being told by the app. On the free plan the check runs every 15 minutes, on Professional every 2 minutes, and on Team and Enterprise every minute. The type is decided by the app and cannot be switched in the editor. On a paid plan you can change how often the trigger is checked, and you can also run a check by hand from the editor while you build the Zap.
04What does it take to connect a mySalesman account to Zapier?
An account on mySalesman, plus read or write access on anything you do not own yourself and want the Zap to touch. The link is made from the Apps page of Zapier: click + Add connection, search for mySalesman, sign in on the tab that opens and grant access. After that, every step that uses mySalesman reuses the same connection, in this Zap and the next ones. Sign in with the account whose budget quotes the Zap should see, since that is the account it will read.
05Why does the mySalesman trigger ask for a Start Date?
It sets the date from which New Budget Quote Created starts pulling budget quotes, and Zapier marks it as required. Two formats are accepted: a plain date, YYYY-MM-DD, or a full timestamp, YYYY-MM-DDTHH:mm:ssZ. The field's own description also says that if it is left blank, the system defaults to the last 24 hours. So Zapier shows both facts side by side: a required flag and a default for a blank value. What your account actually returns shows up in the trigger test: run it with the date you typed and read the three recent quotes Zapier brings back before you publish.
06What if the mySalesman operation you need is not there?
Then this integration cannot do it for now. On Zapier, mySalesman offers a single trigger, New Budget Quote Created, and no action or search, so a Zap cannot create, edit or look up anything inside mySalesman. The app's page on Zapier shows the current list of operations, so check it before you plan a Zap around one that is missing. What you can build is anything that starts from a new budget quote: a row, a message or a record in another tool, as long as that tool offers the action you want.
07Zapier, Make or n8n for mySalesman?
It depends on three criteria, not on a winner. Coverage first: on Zapier, mySalesman exposes one polling trigger, so check whether the other tool lists mySalesman at all and what it offers there. Delay next: Zapier checks the trigger on a timer, every 15 minutes on the free plan and every 2 minutes on Professional, so decide how long a quote can wait. Billing last: Zapier counts one task per successful action and the free plan stops at two steps, so a filtered Zap means a paid plan. Weigh those three against the number of quotes you expect.
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