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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate QuoteCloud with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from QuoteCloud

A trigger is an event that starts your Zap and runs the workflow. For example, with QuoteCloud, a trigger could be "Document Status Changed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected QuoteCloud to Webhooks by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your QuoteCloud to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect QuoteCloud and Webhooks by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Status
      Required
    Trigger
    Instant
    Try It
    • QuoteCloud Product ID
      Required
    Action
    Write
    • QuoteCloud User Account (Email)
      Required
    • Choose a Template
    • Document Title
      Required
    • Document Subtitle
    • Cover Page
    • Contact Email
      Required
    • firstname
      Required
    • lastname
    • Phone Number
    • Address
    • Company Name
    • Text Content Above Pricing Tables
    • Remove Pricing Table
      Required
    • Product Description
      Required
    • Price
      Required
    • One-off
    • Quantity
      Required
    • 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 Type
      Required
    • 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 Document
      Required
    Action
    Write
    • Product SKU List
    • Product QuoteCloud ID
    Action
    Search
    • Contact Email
      Required
    • Customer Reference Number (ID)
    • Contact First Name
    • Contact Second Name
    • Contact Company
    • Phone Number
    • Address
    • Proposal Title
    Action
    Write
    • QuoteCloud Product ID
      Required
    • Product Short Name (Unique)
      Required
    • Folder Name
    • Sub Folder
    • Sub Folder 2
    • External Product Name
      Required
    • Description
    • Price
      Required
    • 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
    Action
    Write
    • QuoteCloud Document ID
      Required
    • Status
      Required
    • Outcome Reason
    Action
    Write
    • Template Name
      Required
    Action
    Search

Learn how to automate QuoteCloud on the Zapier blog

Learn how to automate Webhooks by Zapier on the Zapier blog

quotecloud logo
quotecloud logo
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 !
Related categories
  • Proposal & Invoice Management
webhook logo
webhook logo
About Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Learn moreHelp
Related categories
  • Developer Tools
  • Zapier

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