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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Jotform.

Add your action

An action happens after the trigger—such as "Create Line Item" in QuoteWerks.

You’re connected!

Zapier seamlessly connects Jotform 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.

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
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.
Trigger
Instant
Try It
QuoteWerks: Opportunity Form Init Requested
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.
Trigger
Instant
Try It

- QuoteWerks Data Source ID
  Required
Trigger
Instant
Try It
New Document
Triggers when a new quote, order, or invoice is created in QuoteWerks.
Trigger
Instant
Try It

Document Printed
Triggers when a document is printed, emailed, or sent via QuoteValet.
Trigger
Instant
Try It
Quote Accepted (QuoteValet)
Triggers when a customer accepts a document in QuoteValet.
Trigger
Instant
Try It
- Quote ID (RecGUID)
  Required
- Line Number
- Line Number Actual
- Line Type
  Required
- 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
Write
- 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
Write
- Callback Token
  Required
- Stage ID
- Stage Name
- Owner ID
- Owner Name
- Owner Email
- Type ID
- Type Name
- Forecast ID
- Forecast Name
Action
Write
- 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
Write
- 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
Write
- Search By
  Required
- Search Value
  Required
- Sort Order
Action
Search

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
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.
Trigger
Instant
Try It
QuoteWerks: Opportunity Upsert Requested
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.
Trigger
Instant
Try It
Document Converted
Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
Trigger
Instant
Try It
Document Deleted
Triggers when a quote, order, or invoice is deleted in QuoteWerks.
Trigger
Instant
Try It
Document Saved
Triggers when a quote, order, or invoice is saved in QuoteWerks.
Trigger
Instant
Try It
Quote First Viewed by Customer (QuoteValet)
Triggers when a document is viewed externally for the first time by an unauthenticated recipient (typically the customer).
Trigger
Instant
Try It
- Document Number
- Document Type
  Required
- Document Name
- Document Status
  Required
- Document Date
  Required
- 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
Write
- 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
Write
- Callback Token
  Required
- Opportunity ID
  Required
- Opportunity URL
- Error Message
Action
Write
- 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
Write
- Quote ID (RecGUID)
- Search By
  Required
- Search Value
  Required
- Sort Order
Action
Search

For AI agents & developers

Use Jotform and QuoteWerks with AI agents and code

Beyond Zap workflows. Call Jotform 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 Jotform and QuoteWerks actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Form
Create Line Item

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jotform and QuoteWerks actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* jotform / quotewerks action */ });

Run the SDK docs

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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Customers who say using Zapier has made them better at their job

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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 Jotform 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 Jotform on the Zapier blog

Make work flow with AI

Level up your Jotform to QuoteWerks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

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About QuoteWerks

QuoteWerks is a quoting and proposal software that creates quotes, orders, and invoices.

HelpHelp

Related categories

Sales & CRM

Connect Jotform and QuoteWerks to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Jotform and QuoteWerks with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Jotform and QuoteWerks to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Jotform on the Zapier blog

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