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Airtable
Airtable
1. Choose trigger event
QuoteWerks
QuoteWerks
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create Line Item" in QuoteWerks.
You’re connected!
Zapier seamlessly connects Airtable and QuoteWerks, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
CacheCopy
Base
Required
Table
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Helptext
Primary lookup field
Required
Secondary lookup field
Append attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Record
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Number of Records
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Search by Field
Search Value
Search type
Search Formula
Limit to View
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base
Required
Search Keyword
Required
Search In
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Keyword
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base
Required
Table
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base
Required
Table
Required
Search by Field
Search Value
Search type
Search Formula
Limit to View
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
QuoteWerks: Opportunity Fetch Requested
Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Create a new record or update an existing record in your app.
Name
Required
Workspace ID
Required
Number of Tables
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table Name
Required
Table Description
Primary Field Name
Primary Field Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Record
Required
Append attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Base
Required
Table
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base
Required
Table ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Base
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
QuoteWerks: Contact Search Requested
Triggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Create a new record or update an existing record in your app.
Callback Token
Required
CRM Contact ID
CRM Company ID
First Name
Last Name
Company Name
Job Title
Email
Phone
Mobile Phone
Street Address (Line 1)
Street Address (Line 2)
Street Address (Line 3)
City
State / Region
Postal Code
Country
Address Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Callback Token
Required
Stage ID
Stage Name
Owner ID
Owner Name
Owner Email
Type ID
Type Name
Forecast ID
Forecast Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Callback Token
Required
CRM Product ID
Manufacturer
Manufacturer Part Number
Vendor
Vendor Part Number
Description
Cost
Price
List Price
Unit Of Measure
Item Type
Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quote ID (RecGUID)
Required
Document Number
Document Type
Document Name
Document Status
Document Date
Due Date
Doc Attributes
Accounting Document Type
CRM Contact Manager
Grand Total
Subtotal
Total Tax
Total Cost
Total List
Total Weight
Shipping Amount
Shipping Cost
Additional Charge
Additional Charge Code
Deposit Amount
Deposit Amount Ref
Deposit Amount Ref 2
Deposit Method Data
Profit Amount
Profit Percent
Commission Amount
Commission Structure
Shipping Pricing Method
Payment Options Data
GST Tax
GST Taxable Amount
GST Tax Exempt
GST Tax Rate
Local Tax
Local Tax Rate
PST Is Compounded
PST Taxable Amount
Tax Data
Tax System
Tax Zone
Alternate Currency
Alternate Currency Symbol
Alternate Grand Total
Alternate Subtotal
Alternate Total Tax
Alternate Total Cost
Alternate Total List
Alternate Taxable Amount
Alternate Additional Charge
Alternate Deposit Amount
Alternate GST Tax
Alternate Local Tax
Alternate Profit Amount
Alternate Commission Amount
Alternate Shipping Amount
Base Currency
Exchange Rate
Exchange Rate Last Updated
Recurring Monthly
Recurring Monthly (with Tax)
Recurring Quarterly
Recurring Quarterly (with Tax)
Recurring Annual
Recurring Annual (with Tax)
Recurring Weekly
Recurring Weekly (with Tax)
Sold To: Company
Sold To: Contact
Sold To: Email
Sold To: Phone
Sold To: Phone Ext
Sold To: Mobile
Sold To: Fax
Sold To: Fax Ext
Sold To: Title
Sold To: Department
Sold To: Address 1
Sold To: Address 2
Sold To: Address 3
Sold To: City
Sold To: State
Sold To: Postal Code
Sold To: Country
Sold To: Account Number
Sold To: PO Number
Sold To: Price Profile
Sold To: Notes
Sold To: CRM Company ID
Sold To: CRM Contact ID
Sold To: CRM Secondary Contact ID
Sold To: CRM Opportunity ID
Sold To: CRM Opportunity Rec ID
Sold To: CRM Quote ID
Sold To: CRM Link ID
Sold To: CRM Linked Doc ID
Sold To: CRM Call ID
Sold To: CRM Meeting ID
Sold To: CRM Task ID
Ship To: Company
Ship To: Contact
Ship To: Email
Ship To: Phone
Ship To: Phone Ext
Ship To: Mobile
Ship To: Fax
Ship To: Fax Ext
Ship To: Title
Ship To: Department
Ship To: Address 1
Ship To: Address 2
Ship To: Address 3
Ship To: City
Ship To: State
Ship To: Postal Code
Ship To: Country
Ship To: Tax Code
Ship To: Notes
Ship To: CRM Company ID
Ship To: CRM Contact ID
Ship To: CRM Secondary Contact ID
Bill To: Company
Bill To: Contact
Bill To: Email
Bill To: Phone
Bill To: Phone Ext
Bill To: Mobile
Bill To: Fax
Bill To: Fax Ext
Bill To: Title
Bill To: Department
Bill To: Address 1
Bill To: Address 2
Bill To: Address 3
Bill To: City
Bill To: State
Bill To: Postal Code
Bill To: Country
Bill To: Notes
Bill To: CRM Company ID
Bill To: CRM Contact ID
Bill To: CRM Secondary Contact ID
Sales Rep
Service Rep
Prepared By
Created By
Last Modified By
Created Date
Last Modified
In Use By
Locked
Expiration Date
Expected Close Date
Completion Date
Contract Start Date
Contract End Date
Ship Date
Terms
FOB
Ship Via
Project Number
Lead Source 1
Lead Source 2
Template Type
Superseded
Revision Master Doc No
Converted By
Converted On
Converted Ref
Converted From
Converted From By
Converted From On
Converted From Ref
Converted To
Converted To By
Converted To On
Converted To Ref
Approval Requested Method
Approval Requested On
Approved By 1
Approved On 1
Approved Method 1
Approved By 2
Approved On 2
Approved Method 2
Peer Review Requested Method
Peer Review Requested On
QuoteValet Document ID
QuoteValet Status Code
QuoteValet Accepted On
Introduction Notes
Closing Notes
Internal Notes
Purchasing Notes
Acceptance Notes
Cover Page Message
Dynamic Notes
Statement of Work
Email Message
Custom Text 01
Custom Text 02
Custom Text 03
Custom Text 04
Custom Text 05
Custom Text 06
Custom Text 07
Custom Text 08
Custom Text 09
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text 21
Custom Text 22
Custom Text 23
Custom Text 24
Custom Text 25
Custom Text 26
Custom Text 27
Custom Text 28
Custom Number 01
Custom Number 02
Custom Number 03
Custom Number 04
Custom Number 05
Custom Date 01
Custom Date 02
Custom Date 03
Custom Date 04
Custom Date 05
Custom Memo 01
Custom Memo 02
Custom Memo 03
Custom Memo 04
Custom Memo 05
Attachments
Hold Flags
Integration Data
Dynamic Storage
Transaction Log
Video URL Data
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search By
Required
Search Value
Required
Sort Order
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Airtable and QuoteWerks with AI agents and code
Beyond Zap workflows. Call Airtable and QuoteWerks actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Airtable and QuoteWerks actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Create Line Item
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Airtable and QuoteWerks to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Airtable on the Zapier blog
Make work flow with AI
Level up your Airtable to QuoteWerks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
