What Quote Roller Triggers and Actions are Supported?#

Supported Triggers#

  • New Category - Triggers on a new category
  • New Proposal Comment - Triggers when a new comment is added to a proposal.
  • New Product - Triggers on a new product
  • New Service - Triggers whenever a new service is added to your catalog
  • New Company - Triggers when a new company is added!
  • New Tax - Triggers when a new tax is added!
  • New Note - Triggers when a new note is added to a proposal
  • New Contact - Triggers whenever you add a new contact!
  • New User - Triggers when a new quoteroller user is added to the authorized account
  • New Template - Triggers when a new template is created!
  • New Proposal - Triggers when a new proposal is created!
  • New Subscription - Triggers when a new subscription is created

Supported Actions#

  • Create Note - Creates a new note on a proposal
  • Create Company - Create a company that can be used for proposals
  • Create Contact - Creates a contact
  • Create Product - Create a product that can be used in proposals.
  • Create Proposal - Creates a new proposal!

How to Get Started with Quote Roller#

In order to get Started with using Quote Roller you'll need both a Quote Roller and Zapier Account.

First up, you'll need to select Quote Roller as the integration you want to use on the trigger or action side.

Business Note to QuoteRoller

When the time is right, you'll be asked to connect a Quote Roller account.

Connect to Quote Roller!

You will then be asked to give a name for this account (as you can use multiple accounts). Once you've done this click "Continue".

Continue

You will then be directed to Quote Roller's site and asked to authorize Zapier to be able to access your data on your behalf.

Authorize

Once you've clicked Authorize you'll be returned to Zapier and should have a successfully tested authentication added.

Success!

Now you're ready to start using Quote Roller with Zapier!

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Popular Things To Do With Quote Roller#

Common Problems with Quote Roller#

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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