Add a contact to a customer on WeQuote

Add Notes to Project

Change the status of the Purchase Order in Wequote

Create a blank PO on the WeQuote

Create a Custom PO Line on WeQuote

Create a revision of a sent quote

Retrieve a quote from WeQuote using the Quote's ID.

Send a proposal for a quote from WeQuote using the Quote's ID.

Find a customer with their account number

Retrieve area group from WeQuote using the ID and description.

Fetch the invoice details based on the invoice number

Fetch the project details based on the project number and description

Retrieve subsystems from WeQuote description.

Get a contact from a WeQuote ID

Fetch the invoice details by passing the invoice id

Retrieve the product based on the SKU

Retrieve area or area group from WeQuote using the ID.

Find a customer with their account number

Find a Quote with either the quote number or description.

Triggers when a new event is created in your calendar.

Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected.

Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected.

Triggers when a new message is created in a folder.

Triggers when a contact is updated.

Sets the categories applied to an email.

Create a duplicate of an email in a different folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forward an email to specific recipients based on rules or conditions.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Outlook account.

Updates a calendar event information.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for contacts.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves a specific email attachment using its ID.

this is the description.

List all line items in a quote

Add Documents to Project

Adding the products to the quote in Wequote

Create a new Quote by duplicating and existing Quote.

Creates a Customer on WeQuote using the supplier information.

Creates a Quote on your account using the supplied Customer.

Create an Area or Area Group for a quote on WeQuote

Retrieve a list of quote lines from WeQuote using the Quote's ID.

Create an Area or Area Group for a quote on WeQuote

Retrieve area from a quote using the quote ID and description.

Find a customer contact using the customer's ID

Fetch the purchase order details by passing the po number

Find a Quote with either the quote number or description.

Fetch the supplier details by passing the name

Retrieve a customer from WeQuote using the customer's ID.

Fetch the purchase order details by passing the id

Fetch the project details by passing the project id

Fetch the supplier details by passing the id

Find a customer contact using the customer's ID

Triggers at a specified time before an event in your calendar starts.

Triggers when there is a new attachment.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when an event is updated.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Finds Calendar Events in your calendar.

Finds emails based on name.

Finds calendar events in a Microsoft 365 group calendar.

Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).