WeQuote Integrations

Name: Zapier
Availability: InStock

Put WeQuote to work with AI and enterprise-grade automation

Automate smarter with WeQuote and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Notion

Task Management

LeadConnector

Marketing Automation

Vtiger CRM

CRM (Customer Relationship Management)

monday.com

Project Management

ClickUp

Project Management

Dropbox

File Management & Storage

Microsoft Teams

Microsoft, Team Chat

Housecall Pro

Scheduling & Booking

Holded

CRM (Customer Relationship Management)

Notion

Task Management

LeadConnector

Marketing Automation

Vtiger CRM

CRM (Customer Relationship Management)

monday.com

Project Management

ClickUp

Project Management

Dropbox

File Management & Storage

Notion

Task Management

LeadConnector

Marketing Automation

Vtiger CRM

CRM (Customer Relationship Management)

monday.com

Project Management

ClickUp

Project Management

Dropbox

File Management & Storage

Microsoft Teams

Microsoft, Team Chat

Housecall Pro

Scheduling & Booking

Holded

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new WeQuote customers from new individual Simpro customers
Details
Try it
Simpro + WeQuote
Create new WeQuote customers from new items in your monday.com board
Details
Try it
monday.com + WeQuote
Create jobs in ServiceM8 when new projects are created in WeQuote
Details
Try it
WeQuote + ServiceM8
Turn new or updated Capsule CRM contacts into customers in WeQuote
Details
Try it
Capsule CRM + WeQuote
Generate new quotes in WeQuote for each new lead in Zoho CRM
Premium
Details
Try it
Zoho CRM + WeQuote
List new WeQuote projects and create multiple rows in Google Sheets for easy organization
Details
Try it
WeQuote + Google Sheets

Create new WeQuote customers from new individual Simpro customers

Details

Try it

Simpro + WeQuote

Create new WeQuote customers from new items in your monday.com board

Details

Try it

monday.com + WeQuote

Create jobs in ServiceM8 when new projects are created in WeQuote

Details

Try it

WeQuote + ServiceM8

Turn new or updated Capsule CRM contacts into customers in WeQuote

Details

Try it

Capsule CRM + WeQuote

Generate new quotes in WeQuote for each new lead in Zoho CRM

Details

Try it

Zoho CRM + WeQuote

List new WeQuote projects and create multiple rows in Google Sheets for easy organization

Details

Try it

WeQuote + Google Sheets

Create new Odoo CRM leads when quotes are created in WeQuote

Details

Try it

WeQuote + Odoo CRM

Send outbound emails in Email by Zapier when new quotes are created in WeQuote

Details

Try it

WeQuote + Email by Zapier

Send emails in Microsoft Outlook when new projects are created in WeQuote

Details

Try it

WeQuote + Microsoft Outlook

Create new Odoo CRM leads when quotes are created in WeQuote
Details
Try it
WeQuote + Odoo CRM
Send outbound emails in Email by Zapier when new quotes are created in WeQuote
Details
Try it
WeQuote + Email by Zapier
Send emails in Microsoft Outlook when new projects are created in WeQuote
Details
Try it
WeQuote + Microsoft Outlook

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.

Customer Created
Triggers when a Customer is created
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
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
- Customer Email
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
- Customer Email
- 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
- Zoho Deal ID
Action
Search or write

Invoice Created
Triggers when a invoice is created
Trigger
Instant
Try It
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
- Purchase Order Number
- Project ID
- Supplier ID
- Status
Trigger
Polling
Try It
- Search
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
- Zoho Deal ID
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
- Zoho Deal 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
- Purchase Order Number
- Project ID
- 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

For builders

Let your AI safely access WeQuote

Go beyond Zap workflows. Install Zapier in your AI to call WeQuote actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in WeQuote from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Contact to Customer
Add Documents to Project

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose WeQuote 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 WeQuote 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: "wequote", owner: "me" });

await zapier.runAction({
  app: 'wequote',
  action: 'add_contact',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

WeQuote Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About WeQuote

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

HelpHelp

Related categories

IT Operations

WeQuote Integrations

Put WeQuote to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new WeQuote customers from new individual Simpro customers

Create new WeQuote customers from new items in your monday.com board

Create jobs in ServiceM8 when new projects are created in WeQuote

Turn new or updated Capsule CRM contacts into customers in WeQuote

Generate new quotes in WeQuote for each new lead in Zoho CRM

List new WeQuote projects and create multiple rows in Google Sheets for easy organization

Create new WeQuote customers from new individual Simpro customers

Create new WeQuote customers from new items in your monday.com board

Create jobs in ServiceM8 when new projects are created in WeQuote

Turn new or updated Capsule CRM contacts into customers in WeQuote

Generate new quotes in WeQuote for each new lead in Zoho CRM

List new WeQuote projects and create multiple rows in Google Sheets for easy organization

Create new Odoo CRM leads when quotes are created in WeQuote

Send outbound emails in Email by Zapier when new quotes are created in WeQuote

Send emails in Microsoft Outlook when new projects are created in WeQuote

Create new Odoo CRM leads when quotes are created in WeQuote

Send outbound emails in Email by Zapier when new quotes are created in WeQuote

Send emails in Microsoft Outlook when new projects are created in WeQuote

Supported triggers and actions

Let your AI safely access WeQuote

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

WeQuote Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular WeQuote Integrations

Popular WeQuote Integrations

WeQuote Integrations

Put WeQuote to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new WeQuote customers from new individual Simpro customers

Create new WeQuote customers from new items in your monday.com board

Create jobs in ServiceM8 when new projects are created in WeQuote

Turn new or updated Capsule CRM contacts into customers in WeQuote

Generate new quotes in WeQuote for each new lead in Zoho CRM

List new WeQuote projects and create multiple rows in Google Sheets for easy organization

Create new WeQuote customers from new individual Simpro customers

Create new WeQuote customers from new items in your monday.com board

Create jobs in ServiceM8 when new projects are created in WeQuote

Turn new or updated Capsule CRM contacts into customers in WeQuote

Generate new quotes in WeQuote for each new lead in Zoho CRM

List new WeQuote projects and create multiple rows in Google Sheets for easy organization

Create new Odoo CRM leads when quotes are created in WeQuote

Send outbound emails in Email by Zapier when new quotes are created in WeQuote

Send emails in Microsoft Outlook when new projects are created in WeQuote

Create new Odoo CRM leads when quotes are created in WeQuote

Send outbound emails in Email by Zapier when new quotes are created in WeQuote

Send emails in Microsoft Outlook when new projects are created in WeQuote

Let your AI safely access WeQuote

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

WeQuote Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular WeQuote Integrations

Popular WeQuote Integrations

Connect Your App Accounts to Zapier