Quote Roller

Quote Roller Integrations

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Quote Roller Integration Details

Launched on Zapier February 16, 2014

Zapier combines Triggers (like "New Category") and Actions (like "Create Note") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Quote Roller Triggers, Searches, and Actions are supported by Zapier:

New Category

Triggers on a new category

New Product

Triggers on a new product

New Service

Triggers whenever a new service is added to your catalog

New Company

Triggers when a new company is added!

New Note

Triggers when a new note is added to a proposal

New Contact

Triggers whenever you add a new contact!

New User

Triggers when a new quoteroller user is added to the authorized account

New Template

Triggers when a new template is created!

New Proposal

Triggers when a new proposal is created!

New Subscription

Triggers when a new subscription is created

New Proposal Comment

Triggers when a new comment is added to a proposal.

New Tax

Triggers when a new tax is added!

Create Note

Creates a new note on a proposal

Create Company

Create a company that can be used for proposals

Create Contact

Creates a contact

Create Proposal

Creates a new proposal!

Create Product

Create a product that can be used in proposals.

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