Create integrations between LeadGen App and QuoteCloud to automate any workflow
WHEN THIS HAPPENS
New LeadAUTOMATICALLY DO THIS
Create New ContactEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
FormRequired
Try ItContact EmailRequired
Customer Reference Number (ID)
Contact First Name
Contact Second Name
Contact Company
Phone Number
Address
Proposal Title
QuoteCloud Product ID
Product Short Name (Unique)Required
Folder Name
Sub Folder
Sub Folder 2
External Product NameRequired
Description
PriceRequired
Contract Pricing
Term
Levy Percentage
Image URL 1 (MAIN)
Image Link 1 (MAIN)
Image URL 2
Image Link 2
Image URL 3
Image Link 3
Image URL 4
Image Link 4
Image URL 5
Image Link 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
QuoteCloud Document IDRequired
New StatusRequired
Outcome Reason
StatusRequired
Try ItQuoteCloud Product IDRequired
QuoteCloud User Account (Email)Required
Choose a Template
Document TitleRequired
Document Subtitle
Cover Page
emailRequired
firstnameRequired
lastname
phone
address
Company Name
Text Content Above Pricing Tables
Remove Pricing TableRequired
Product DescriptionRequired
PriceRequired
One-off
QuantityRequired
Addition
Line Item Note
Term
Tax percentage
Discount Percentage
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Custom Field 6
Custom Field 7
Custom Field 9
Custom Field 10
Image 1
Image 2
Image 3
Image 4
Image 5
Image Link 1
Image Link 2
Image Link 3
Image Link 4
Image Link 5
Row TypeRequired
Heading Total
Levy Percentage
Text Content Below Pricing Tables
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
Original Document ID
Auto Send DocumentRequired
Product SKU List
Product QuoteCloud ID