QuoteCloud Integrations

Name: Zapier
Availability: InStock

Put QuoteCloud to work with AI and enterprise-grade automation

Automate smarter with QuoteCloud and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Freshsales Suite

CRM (Customer Relationship Management)

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Jobber

Scheduling & Booking

Workbooks CRM

CRM (Customer Relationship Management)

FileCloud

File Management & Storage

Google Sheets

Google, Spreadsheets

Freshsales Suite

CRM (Customer Relationship Management)

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Jobber

Scheduling & Booking

Freshsales Suite

CRM (Customer Relationship Management)

WPForms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Jobber

Scheduling & Booking

Workbooks CRM

CRM (Customer Relationship Management)

FileCloud

File Management & Storage

Google Sheets

Google, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create QuoteCloud documents from updated ActiveCampaign contacts
Details
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ActiveCampaign + QuoteCloud
Create QuoteCloud documents for new contacts added to ActiveCampaign lists
Details
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ActiveCampaign + QuoteCloud
Create QuoteCloud documents from new Pipedrive activities
Details
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Pipedrive + QuoteCloud
Create QuoteCloud documents for new Pipedrive leads
Details
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Pipedrive + QuoteCloud
Update QuoteCloud documents when companies are updated in Copper
Details
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Copper + QuoteCloud
Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads
Premium
Details
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Microsoft Dynamics 365 CRM + QuoteCloud

Create QuoteCloud documents from updated ActiveCampaign contacts

Details

Try it

ActiveCampaign + QuoteCloud

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Details

Try it

ActiveCampaign + QuoteCloud

Create QuoteCloud documents from new Pipedrive activities

Details

Try it

Pipedrive + QuoteCloud

Create QuoteCloud documents for new Pipedrive leads

Details

Try it

Pipedrive + QuoteCloud

Update QuoteCloud documents when companies are updated in Copper

Details

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Copper + QuoteCloud

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Details

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Microsoft Dynamics 365 CRM + QuoteCloud

Create QuoteCloud documents for new 17hats contacts

Details

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17hats + QuoteCloud

Create QuoteCloud documents for new Marketo leads effortlessly

Details

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Marketo + QuoteCloud

Create QuoteCloud documents from new Kommo leads

Details

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Kommo + QuoteCloud

Create QuoteCloud documents from new Redtail CRM activities

Details

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Redtail CRM + QuoteCloud

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Details

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Capsule CRM + QuoteCloud

Create QuoteCloud documents from new Teamleader Focus contacts

Details

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Teamleader Focus + QuoteCloud

Create QuoteCloud documents for new 17hats contacts
Details
Try it
17hats + QuoteCloud
Create QuoteCloud documents for new Marketo leads effortlessly
Premium
Details
Try it
Marketo + QuoteCloud
Create QuoteCloud documents from new Kommo leads
Details
Try it
Kommo + QuoteCloud
Create QuoteCloud documents from new Redtail CRM activities
Details
Try it
Redtail CRM + QuoteCloud
Create QuoteCloud documents for new or updated Capsule CRM opportunities
Details
Try it
Capsule CRM + QuoteCloud
Create QuoteCloud documents from new Teamleader Focus contacts
Details
Try it
Teamleader Focus + QuoteCloud

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 Status
  Required
Trigger
Instant
Try It
- QuoteCloud User Account (Email)
  Required
- Choose a Template
  Required
- Document Title
  Required
- Document Subtitle
- Email Address
  Required
- First Name
  Required
- 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 Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- 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 Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Document Id
  Required
- New Status
  Required
- Outcome Reason
Action
Write

- Email Address
  Required
- First Name
  Required
- 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
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- 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
Action
Write

QuoteCloud Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

HelpHelp

Related categories

Proposal & Invoice Management

QuoteCloud Integrations

Put QuoteCloud to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

Supported triggers and actions

QuoteCloud Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular QuoteCloud Integrations

Popular QuoteCloud Integrations

QuoteCloud Integrations

Put QuoteCloud to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

QuoteCloud Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular QuoteCloud Integrations

Popular QuoteCloud Integrations

Connect Your App Accounts to Zapier