Connect Salesforce and WeQuote to power AI-driven automation

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

Choose a Trigger

Choose an Action

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 Salesforce with WeQuote - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Contact to Customer" in WeQuote.

You’re connected!

Zapier seamlessly connects Salesforce and WeQuote, automating your workflow.

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.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Customer Created
Triggers when a Customer is created
Trigger
Instant
Try It
- Quote ID
  Required
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Invoices
List all invoices ordered by most recently created
Trigger
Polling
Try It
- Purchase Order ID
  Required
Trigger
Polling
Try It
List Project
List the projects under your organisation
Trigger
Polling
Try It
List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
Try It
Project Created
Triggers when a Project is created
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
Try It
- Customer ID
  Required
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Project ID
  Required
- Note
  Required
Action
Write
- Purchase Order ID
  Required
- Status
  Required
Action
Write
- Project ID
  Required
- Supplier ID
  Required
Action
Write
- Purchase Order ID
  Required
- Quantity
  Required
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote ID
  Required
- Blank Revision
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Invoice Number
- Description
Action
Search
- Project Number
- Description
Action
Search
- Description
  Required
Action
Search
- ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- SKU
  Required
- Catalogue ID
Action
Search
- Area or Area Group ID
  Required
Action
Search
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer ID
  Required
- Contact ID
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
List Secondary Companies
List secondary companies added to your WeQuote account
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
Try It
- Project ID
  Required
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Project ID
  Required
- Document Name
  Required
- Document URL
  Required
Action
Write
- Quote ID
  Required
- Area ID
- Product ID
  Required
- Quantity
  Required
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote ID
  Required
- Customer ID
  Required
- Quote Number
- Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer ID
  Required
- Contact ID
- Quote Number
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Customer ID
  Required
- First Name
- Surname
Action
Search
- Project ID
  Required
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- Customer ID
  Required
- First Name
- Surname
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Salesforce and WeQuote 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.

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.

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.

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.

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.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to WeQuote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

HelpHelp