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How Zapier works
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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.
- 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
Learn how to automate QuoteCloud on the Zapier blog
Learn how to automate Webhooks by Zapier on the Zapier blog
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