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Airtable
Databases
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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- QuoteWerks: Contact Search Requested
Triggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Try ItTriggerInstant - QuoteWerks: Opportunity Form Init Requested
Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Try ItTriggerInstant - QuoteWerks Data Source IDRequired
Try ItTriggerInstant- New Document
Triggers when a new quote, order, or invoice is created in QuoteWerks.
Try ItTriggerInstant
- QuoteWerks: Opportunity Fetch Requested
Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Try ItTriggerInstant - QuoteWerks: Opportunity Upsert Requested
Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Try ItTriggerInstant - Document Converted
Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
Try ItTriggerInstant - Document Deleted
Triggers when a quote, order, or invoice is deleted in QuoteWerks.
Try ItTriggerInstant
For builders
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose QuoteWerks actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a QuoteWerks connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "quotewerks-1", owner: "me" });
await zapier.runAction({
app: 'quotewerks-1',
action: 'createLineItem',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
QuoteWerks Help & Support
Common questions
Related categories