Triggers when a document changes to the specified status within your account.

Archives every version in a QuoteCloud document revision family.

Create an independent duplicate or a formal revision of an existing QuoteCloud document.

Creates a document with user details and proposal template and pricing information all potentially supplied.

Adds or updates a product in the QuoteCloud product catalog

Return a short-lived secure PDF link, generating the PDF when requested.

Restores every version in a QuoteCloud document revision family.

Send an existing QuoteCloud document now or schedule it.

Updates an existing QuoteCloud contact without creating a new contact.

Resolves or reopens an existing QuoteCloud document comment.

Update the status of a document

Finds a QuoteCloud document by its public document number, with summary or full detail.

Finds a scheduled QuoteCloud document delivery by its delivery reference.

Finds a QuoteCloud contact by exact email, or creates it when no match exists.

Find active QuoteCloud products by exact SKU or ID.

Find a bounded page of QuoteCloud documents using indexed filters.

Returns a bounded, cursor-paginated page of QuoteCloud products.

Finds a QuoteCloud product by exact company-scoped SKU, or creates it when no match exists.

Triggers when a record is created or updated.

Creates a new record with auto-populating fields.

Create a new Airtable base in your workspace.

Create a new table in an existing Airtable base.

Update a record in a specific table.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a specific record using its unique ID.

Find a specific table using its unique ID.

Find a specific Airtable base by its ID.

Retrieve the complete schema for a base, including all tables and their field definitions.

Adds an existing QuoteCloud contact or new recipient details to an editable document.

Cancels a scheduled QuoteCloud document delivery.

Adds a new contact into the QuoteCloud contacts address book

Creates a document-level comment on a QuoteCloud document.

Records the connected pending approver’s decision for a QuoteCloud document.

Moves a scheduled QuoteCloud delivery to a new date and time.

Queues a failed or review-required QuoteCloud delivery for another attempt.

Transfer a QuoteCloud document to an active teammate you are allowed to assign.

Updates selected QuoteCloud document details, forecast values and custom fields.

Updates the exact recipient reference returned by Find Document.

Find a QuoteCloud contact by exact email address or ID.

Finds the newest QuoteCloud document matching a document number, ID, title, subtitle or custom field, with the same details as the Document Status Change trigger.

Find a QuoteCloud document and return its current status.

Finds a product by exact company-scoped SKU, or creates it when no match exists.

Returns a bounded, cursor-paginated page of QuoteCloud contacts.

Returns a bounded, cursor-paginated page of document comments.

Finds a QuoteCloud contact by exact email, or creates it when no match exists.

Triggers when a new record is created or new or existing records when first added to a selected view.

Add a comment to an existing record in Airtable.

Create up to 10 new records (supports line items).

Find and update an existing record, or create a new one.

Delete a record in a table.

Update up to 10 records at once in a specific table.

Find a record in a table.

Find tables by searching for a keyword in table name or description.

Find bases by searching for a keyword in the base name. Only works with 5000 or fewer bases in the account.

List all records from a table with pagination support.

Find or Create Record