Airtable + QuoteCloud
Create records in Airtable when document status changes in QuoteCloud
Stay organized and efficient with this seamless integration between QuoteCloud and Airtable. When the status of a document changes in QuoteCloud, a new record will immediately be created in Airtable. This workflow eliminates the need for manual data entry, ensuring your records are always up-to-date and accurate. Boost your productivity by taking advantage of this automated process.
Stay organized and efficient with this seamless integration between QuoteCloud and Airtable. When the status of a document changes in QuoteCloud, a new record will immediately be created in Airtable. This workflow eliminates the need for manual data entry, ensuring your records are always up-to-date and accurate. Boost your productivity by taking advantage of this automated process.
- When this happens...Document Status Changed
This triggers when a document with specified status has changed within your account
- automatically do this!Create Record
Creates a new record with auto-populating fields.
- Free forever for core features
- 14 day trial for premium features & apps
Document StatusRequired
Try ItQuoteCloud User Account (Email)Required
Choose a TemplateRequired
Document TitleRequired
Document Subtitle
Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Add Contact To Address Book
Table API Link Id
Line Item Label
Line Item Notes
Row TypeRequired
Price
Quantity
Term Based ProductRequired
Term
Tax Type
Tax
Discount Type
Discount
Cost
Block Type
Block Link Id
Value
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
Auto Send DocumentRequired
Send to Email Addresses
Send CC Email Addresses
Send Email Subject
Send Email Body
Send Email Attach PDF
QuoteCloud Document IdRequired
New StatusRequired
Outcome Reason
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
Email AddressRequired
First NameRequired
Last Name
Phone Number
Address
Company Name
Company Account Reference
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
QuoteCloud Product Id
Product Short Name (Unique)Required
Folder NameRequired
Sub Folder
Sub Folder 2
Pricing Table Line Item NameRequired
Product SKU
Description
PriceRequired
Published ProductRequired
Recipients Can Edit QuantityRequired
Recipient Can Edit TermRequired
Term Based PricingRequired
Product Pricing Term
Product Default Quantity
Lock Pricing LabelRequired
Lock Pricing ValueRequired
Lock Term ValueRequired
Lock Pricing NotesRequired
Product Image 1
Product Image 2
Product Image 3
Product Image 4
Product Image 5
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 8
Custom Field 9
Custom Field 10
BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
