Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Code by Zapier with QuoteWerks - no code necessary. See how you can get setup in minutes.
100%
Help
Code by Zapier
Code by Zapier
1. Choose trigger event
QuoteWerks
QuoteWerks
2. Choose action
1. Select the event
Setup
Test
Code by Zapier
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Run Python" from Code by Zapier.
Add your action
An action happens after the trigger—such as "Create Line Item" in QuoteWerks.
You’re connected!
Zapier seamlessly connects Code by Zapier 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.
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.
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.
Callback Token
Required
Opportunity: ID
Opportunity: Name
Opportunity: Amount
Opportunity: Close Date
Opportunity: Description
Opportunity: Stage (display label)
Opportunity: Stage ID
Opportunity: Probability
Opportunity: Owner (display label)
Opportunity: Owner ID
Opportunity: Deal Type (display label)
Opportunity: Deal Type ID
Opportunity: Forecast (display label)
Opportunity: Forecast ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Callback Token
Required
Opportunity ID
Required
Opportunity URL
Error Message
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line Item ID
Required
Line Number
Line Number Actual
Line Type
Line Attributes (advanced: raw bitmask)
Exclude from totals
Hide price
Don't print
Group member
Is optional
Alternate pricing overridden
Print picture
Is recurring
Selected option
Hide quantity
Allow QuoteValet qty change
Line Identifier
Item Type
Description
Extended Description
Comment
Notes
Category
Style Code
Tag
Group Tag
Exclusive Option Group
Manufacturer Part Number
Vendor Part Number
Internal Part Number
Manufacturer
Vendor
Vendor Sourcing
Vendor RFQ Item Info
Quantity
Qty Total
Qty Group Multiplier
Qty Multiplier 1
Qty Multiplier 2
Qty Multiplier 3
Qty Multiplier 4
Unit Price
Unit Cost
Unit List
Extended Price
Extended Cost
Extended List
Price Modifier
Cost Modifier
Price Profile
Profit Amount
Profit Margin
Close Probability
Sales Tax
GST Tax
PST Tax
Tax Code
Tax Rate
Item Tax Summary
Shipping Amount
Extended Shipping Amount
Unit Weight
Extended Weight
Unit of Measure
Unit of Measure Factor
Unit of Pricing
Unit of Pricing Factor
Alternate Unit Price
Alternate Unit Cost
Alternate Unit List
Alternate Extended Price
Alternate Extended Cost
Alternate Extended List
Alternate Extended Shipping
Alternate Shipping Amount
Alternate Sales Tax
PO Number
SO Number
Distributor SO Number
Ticket Number
Serial Number
Order Date
Received Date
Back Ordered Date
Back Ordered Qty
Back Order Expected Date
Result
Recurring Billing Cycle
Recurring Cycle Basis
Recurring Start Date
Recurring End Date
Recurring First Payment Included
Highlight Color
Formula
Item URL
Picture File
Spec Sheet File
Dynamic Storage
Video URL Data
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 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Quote ID (RecGUID)
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 Code by Zapier and QuoteWerks with AI agents and code
Beyond Zap workflows. Call Code by Zapier 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 Code by Zapier and QuoteWerks actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Run Javascript
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Code by Zapier 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 Code by Zapier on the Zapier blog
Make work flow with AI
Level up your Code by Zapier to QuoteWerks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.