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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9,000+ apps, 450+ AI tools
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ChatGPT (OpenAI)

AI Assistants

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

Xero

Accounting

Microsoft Excel

Microsoft, Spreadsheets

Google Chat

Google, Team Chat

CompanyCam

Images & Design

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

Xero

Accounting

Microsoft Excel

Microsoft, Spreadsheets

Google Chat

Google, Team Chat

CompanyCam

Images & Design

Google Calendar

Calendar, Google

Notion

Task Management

ChatGPT (OpenAI)

AI Assistants

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 Odoo CRM leads when quotes are created in WeQuote
Details
Try it
WeQuote + Odoo CRM

Create new Odoo CRM leads when quotes are created in WeQuote

Details

Try it

WeQuote + Odoo CRM

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
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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 Dependency
List all dependencies ordered by name
Trigger
Polling
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- Project ID
Trigger
Polling
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- Purchase Order Number
- Project ID
- Supplier ID
- Status
Trigger
Polling
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- Search
Trigger
Polling
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- Quote ID
  Required
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
List Users
List the users 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
- Task ID
  Required
- Dependency ID
  Required
Action
Write
- Project ID
  Required
- Note
  Required
Action
Write
- Task ID
  Required
- Job ID
  Required
Action
Write
- Purchase Order ID
  Required
- Status
  Required
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
- Assignee ID
Action
Write
- Name
  Required
- Description
- Type
  Required
Action
Write
- Title
- Contact Name
- New Customer Name
- Phone Number
- Email
- Address Line 1
- Address Line 2
- Address Line 3
- Posttown
- County
- Postcode
- Country
- Source
- Currency ID
  Required
- Estimated Value
- Description
Action
Write
- Customer ID
  Required
- Contact ID
- Quote Number
- Quote Description / Name
  Required
- Assignee Email
- Assignee ID
- 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
Action
Write
- Customer Name
- Account Number
- Customer Email
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Dependency Name
- Dependency Type
Action
Search
- Job No
- Job Name
- Project ID
- Job Status
Action
Search
- Purchase Order Number
- Project ID
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- User Email
- User Name
Action
Search
- WeQuote ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Phase ID
  Required
Action
Search
- SKU
  Required
- Catalogue ID
Action
Search
- Area or Area Group ID
  Required
Action
Search
- Task 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
- Assignee ID
Action
Search or write
- Quote Number
- Quote Description
- Customer ID
  Required
- Contact ID
- Quote Description / Name
  Required
- Assignee Email
- Assignee ID
- 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
List Invoices
List all invoices ordered by most recently created
Trigger
Polling
Try It
List Phase
List all phases ordered by name
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
- Project ID
- Job ID
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
- 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
- Job ID
  Required
- Job Status
  Required
Action
Write
- Task ID
  Required
- Task Status
  Required
- Note
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
- Project ID
  Required
- Job Name
  Required
- Job Type
  Required
- Notes
- Billable
  Required
- Auto Complete
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Posttown
- County
- Postcode
- Country
Action
Write
- Phase Name
  Required
- Phase Color
Action
Write
- Quote ID
  Required
- Blank Revision
Action
Write
- Task Name
  Required
- Project ID
  Required
- Job ID
- Task Description
- Duration in hrs
  Required
- Phase ID
- Billable
  Required
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
- Invoice Number
- Description
Action
Search
- Phase Name
  Required
Action
Search
- Project Number
- Description
Action
Search
- Description
  Required
Action
Search
- Task Name
- Project ID
- Job ID
- Task Status
Action
Search
- ID
  Required
Action
Search
- Dependency ID
  Required
Action
Search
- Job ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- User 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 Dependency to Task

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/es/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 Odoo CRM leads when quotes are created in WeQuote

Create new Odoo CRM leads when quotes 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 Odoo CRM leads when quotes are created in WeQuote

Create new Odoo CRM leads when quotes 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