Create integrations between QuoteCloud and OnePageCRM to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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.
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
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.
- StatusRequired
Try It- QuoteCloud Product IDRequired
- QuoteCloud User Account (Email)Required
- Choose a Template
- Document TitleRequired
- Document Subtitle
- Cover Page
- Contact EmailRequired
- firstnameRequired
- lastname
- Phone Number
- 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 8
- 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
- Contact EmailRequired
- Customer Reference Number (ID)
- Contact First Name
- Contact Second Name
- Contact Company
- Phone Number
- Address
- Proposal Title
- QuoteCloud Product IDRequired
- 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
- StatusRequired
- Outcome Reason
- Template NameRequired
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OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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