Put QuoteCloud to work with AI and enterprise-grade automation
Automate smarter with QuoteCloud and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- 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
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Freshsales Suite
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
WPForms
Forms & Surveys, WordPress
HubSpot
Marketing Automation
Microsoft Outlook
Calendar, Email, Microsoft
Microsoft Excel
Microsoft, Spreadsheets
Jobber
Scheduling & Booking
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Freshsales Suite
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
WPForms
Forms & Surveys, WordPress
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
Freshsales Suite
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
WPForms
Forms & Surveys, WordPress
HubSpot
Marketing Automation
Microsoft Outlook
Calendar, Email, Microsoft
Microsoft Excel
Microsoft, Spreadsheets
Jobber
Scheduling & Booking
Join millions worldwide who automate their work using 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.
- Document StatusRequired
Try ItTriggerInstant- QuoteCloud User Account (Email)Required
- Choose a TemplateRequired
- Document TitleRequired
- Document Subtitle
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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
- Add Contact To Address Book
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row TypeRequired
- Price
- Quantity
- Term Based ProductRequired
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Block Type
- Block Link Id
- Value
- 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
- Auto Send DocumentRequired
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
ActionWrite- QuoteCloud Document IdRequired
- New StatusRequired
- Outcome Reason
ActionWrite
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- 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
ActionWrite- QuoteCloud Product Id
- Product Short Name (Unique)Required
- Folder NameRequired
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item NameRequired
- Product SKU
- Description
- PriceRequired
- Published ProductRequired
- Recipients Can Edit QuantityRequired
- Recipient Can Edit TermRequired
- Term Based PricingRequired
- Product Pricing Term
- Product Default Quantity
- Lock Pricing LabelRequired
- Lock Pricing ValueRequired
- Lock Term ValueRequired
- Lock Pricing NotesRequired
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 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
ActionWrite
For builders
Let your AI safely access QuoteCloud
Go beyond Zap workflows. Install Zapier in your AI to call QuoteCloud actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in QuoteCloud 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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose QuoteCloud 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 QuoteCloud connection @ https://zapier.com/es/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "quotecloud", owner: "me" });
await zapier.runAction({
app: 'quotecloud',
action: 'create_contact',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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