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monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Freshsales Suite
CRM (Customer Relationship Management)
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Freshsales Suite
CRM (Customer Relationship Management)
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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.
- Document StatusRequired
Try ItTriggerInstant- QuoteCloud User Account (Email)Required
- Choose a TemplateRequired
- Document TitleRequired
- Document Subtitle
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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
- Add Contact To Address Book
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row TypeRequired
- Price
- Quantity
- Term Based ProductRequired
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Block Type
- Block Link Id
- Value
- 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
- Auto Send DocumentRequired
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
ActionWrite- QuoteCloud Document IdRequired
- New StatusRequired
- Outcome Reason
ActionWrite
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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
ActionWrite- QuoteCloud Product Id
- Product Short Name (Unique)Required
- Folder NameRequired
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item NameRequired
- Product SKU
- Description
- PriceRequired
- Published ProductRequired
- Recipients Can Edit QuantityRequired
- Recipient Can Edit TermRequired
- Term Based PricingRequired
- Product Pricing Term
- Product Default Quantity
- Lock Pricing LabelRequired
- Lock Pricing ValueRequired
- Lock Term ValueRequired
- Lock Pricing NotesRequired
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 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
ActionWrite
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