List new WeQuote projects and create multiple rows in Google Sheets for easy organization
Get your project lists from WeQuote into your Google Sheets seamlessly with this workflow. Whenever a new project is listed in WeQuote, corresponding rows are instantaneously created in your selected Google Sheets. This method not only rationalizes your project management process but also saves time and reduces manual data entry. Ensure a smooth and efficient operation with this automated solution.
Get your project lists from WeQuote into your Google Sheets seamlessly with this workflow. Whenever a new project is listed in WeQuote, corresponding rows are instantaneously created in your selected Google Sheets. This method not only rationalizes your project management process but also saves time and reduces manual data entry. Ensure a smooth and efficient operation with this automated solution.
- When this happens...List Project
List the projects under your organisation
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
ActionWriteCreate a new record or update an existing record in your app.
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List Secondary Companies
List secondary companies added to your WeQuote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Project
List the projects under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Subsystems
List all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Created
Triggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Supplier IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
QuantityRequired
SKU
Manufacturer Name
Model
Description
Unit Cost
Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Blank Revision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Purchase Order Number
Supplier ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWeQuote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSKURequired
Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your appArea or Area Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Number
Quote Description
Customer IDRequired
Contact ID
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
Secondary Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Condition TypeRequired
Background Color
Text Color
Bold Text
Italic Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Confirm DeletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Format TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SpreadsheetRequired
WorksheetRequired
New Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Sort by ColumnRequired
Sort OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
A1 RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
Row count
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Project IDRequired
Supplier ID
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Product
List all products in an organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote IDRequired
Area ID
Product IDRequired
QuantityRequired
Category ID
Cost Price
Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Original Quote IDRequired
Customer IDRequired
Quote Number
Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Contact ID
Quote Number
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
Secondary Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Number
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Frozen Rows Count
Frozen Columns Count
Sheet Position
Hide Sheet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Source RangeRequired
Destination RangeRequired
Paste Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Cell RangeRequired
Validation TypeRequired
Input Message
Strict Validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appSpreadsheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found