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How Zapier works
Zapier makes it easy to integrate Asana with QuoteWerks - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Create Line Item" in QuoteWerks.
You’re connected!
Zapier seamlessly connects Asana and QuoteWerks, 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.
- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ProjectRequired
- Task
- Workspace
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
- Trigger on subtasks?
- Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/OrganizationTriggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
- Mentions_copy
- Users to mention
- Mention position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- ProjectRequired
- Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Project
- Task IDRequired
- Maximum Results
- Comment Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- Premium_user_help_text
- Workspace IDRequired
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
QuoteWerks: Contact Search RequestedTriggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
QuoteWerks: Opportunity Form Init RequestedTriggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- QuoteWerks Data Source IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DocumentTriggers when a new quote, order, or invoice is created in QuoteWerks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document PrintedTriggers when a document is printed, emailed, or sent via QuoteValet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote Accepted (QuoteValet)Triggers when a customer accepts a document in QuoteValet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Quote ID (RecGUID)Required
- Line Number
- Line Number Actual
- Line TypeRequired
- Line Attributes (advanced: raw bitmask)
- Exclude from totals
- Hide price
- Don't print
- Group member
- Is optional
- Alternate pricing overridden
- Print picture
- Is recurring
- Selected option
- Hide quantity
- Allow QuoteValet qty change
- Line Identifier
- Item Type
- Description
- Extended Description
- Comment
- Notes
- Category
- Style Code
- Tag
- Group Tag
- Exclusive Option Group
- Manufacturer Part Number
- Vendor Part Number
- Internal Part Number
- Manufacturer
- Vendor
- Vendor Sourcing
- Vendor RFQ Item Info
- Quantity
- Qty Total
- Qty Group Multiplier
- Qty Multiplier 1
- Qty Multiplier 2
- Qty Multiplier 3
- Qty Multiplier 4
- Unit Price
- Unit Cost
- Unit List
- Extended Price
- Extended Cost
- Extended List
- Price Modifier
- Cost Modifier
- Price Profile
- Profit Amount
- Profit Margin
- Close Probability
- Sales Tax
- GST Tax
- PST Tax
- Tax Code
- Tax Rate
- Item Tax Summary
- Shipping Amount
- Extended Shipping Amount
- Unit Weight
- Extended Weight
- Unit of Measure
- Unit of Measure Factor
- Unit of Pricing
- Unit of Pricing Factor
- Alternate Unit Price
- Alternate Unit Cost
- Alternate Unit List
- Alternate Extended Price
- Alternate Extended Cost
- Alternate Extended List
- Alternate Extended Shipping
- Alternate Shipping Amount
- Alternate Sales Tax
- PO Number
- SO Number
- Distributor SO Number
- Ticket Number
- Serial Number
- Order Date
- Received Date
- Back Ordered Date
- Back Ordered Qty
- Back Order Expected Date
- Result
- Recurring Billing Cycle
- Recurring Cycle Basis
- Recurring Start Date
- Recurring End Date
- Recurring First Payment Included
- Highlight Color
- Formula
- Item URL
- Picture File
- Spec Sheet File
- Dynamic Storage
- Video URL Data
- Custom Text 01
- Custom Text 02
- Custom Text 03
- Custom Text 04
- Custom Text 05
- Custom Text 06
- Custom Text 07
- Custom Text 08
- Custom Text 09
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Number 01
- Custom Number 02
- Custom Number 03
- Custom Number 04
- Custom Number 05
- Custom Date 01
- Custom Date 02
- Custom Date 03
- Custom Date 04
- Custom Date 05
- Custom Memo 01
- Custom Memo 02
- Custom Memo 03
- Custom Memo 04
- Custom Memo 05
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback TokenRequired
- CRM Contact ID
- CRM Company ID
- First Name
- Last Name
- Company Name
- Job Title
- Email
- Phone
- Mobile Phone
- Street Address (Line 1)
- Street Address (Line 2)
- Street Address (Line 3)
- City
- State / Region
- Postal Code
- Country
- Address Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback TokenRequired
- Stage ID
- Stage Name
- Owner ID
- Owner Name
- Owner Email
- Type ID
- Type Name
- Forecast ID
- Forecast Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback TokenRequired
- CRM Product ID
- Manufacturer
- Manufacturer Part Number
- Vendor
- Vendor Part Number
- Description
- Cost
- Price
- List Price
- Unit Of Measure
- Item Type
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote ID (RecGUID)Required
- Document Number
- Document Type
- Document Name
- Document Status
- Document Date
- Due Date
- Doc Attributes
- Accounting Document Type
- CRM Contact Manager
- Grand Total
- Subtotal
- Total Tax
- Total Cost
- Total List
- Total Weight
- Shipping Amount
- Shipping Cost
- Additional Charge
- Additional Charge Code
- Deposit Amount
- Deposit Amount Ref
- Deposit Amount Ref 2
- Deposit Method Data
- Profit Amount
- Profit Percent
- Commission Amount
- Commission Structure
- Shipping Pricing Method
- Payment Options Data
- GST Tax
- GST Taxable Amount
- GST Tax Exempt
- GST Tax Rate
- Local Tax
- Local Tax Rate
- PST Is Compounded
- PST Taxable Amount
- Tax Data
- Tax System
- Tax Zone
- Alternate Currency
- Alternate Currency Symbol
- Alternate Grand Total
- Alternate Subtotal
- Alternate Total Tax
- Alternate Total Cost
- Alternate Total List
- Alternate Taxable Amount
- Alternate Additional Charge
- Alternate Deposit Amount
- Alternate GST Tax
- Alternate Local Tax
- Alternate Profit Amount
- Alternate Commission Amount
- Alternate Shipping Amount
- Base Currency
- Exchange Rate
- Exchange Rate Last Updated
- Recurring Monthly
- Recurring Monthly (with Tax)
- Recurring Quarterly
- Recurring Quarterly (with Tax)
- Recurring Annual
- Recurring Annual (with Tax)
- Recurring Weekly
- Recurring Weekly (with Tax)
- Sold To: Company
- Sold To: Contact
- Sold To: Email
- Sold To: Phone
- Sold To: Phone Ext
- Sold To: Mobile
- Sold To: Fax
- Sold To: Fax Ext
- Sold To: Title
- Sold To: Department
- Sold To: Address 1
- Sold To: Address 2
- Sold To: Address 3
- Sold To: City
- Sold To: State
- Sold To: Postal Code
- Sold To: Country
- Sold To: Account Number
- Sold To: PO Number
- Sold To: Price Profile
- Sold To: Notes
- Sold To: CRM Company ID
- Sold To: CRM Contact ID
- Sold To: CRM Secondary Contact ID
- Sold To: CRM Opportunity ID
- Sold To: CRM Opportunity Rec ID
- Sold To: CRM Quote ID
- Sold To: CRM Link ID
- Sold To: CRM Linked Doc ID
- Sold To: CRM Call ID
- Sold To: CRM Meeting ID
- Sold To: CRM Task ID
- Ship To: Company
- Ship To: Contact
- Ship To: Email
- Ship To: Phone
- Ship To: Phone Ext
- Ship To: Mobile
- Ship To: Fax
- Ship To: Fax Ext
- Ship To: Title
- Ship To: Department
- Ship To: Address 1
- Ship To: Address 2
- Ship To: Address 3
- Ship To: City
- Ship To: State
- Ship To: Postal Code
- Ship To: Country
- Ship To: Tax Code
- Ship To: Notes
- Ship To: CRM Company ID
- Ship To: CRM Contact ID
- Ship To: CRM Secondary Contact ID
- Bill To: Company
- Bill To: Contact
- Bill To: Email
- Bill To: Phone
- Bill To: Phone Ext
- Bill To: Mobile
- Bill To: Fax
- Bill To: Fax Ext
- Bill To: Title
- Bill To: Department
- Bill To: Address 1
- Bill To: Address 2
- Bill To: Address 3
- Bill To: City
- Bill To: State
- Bill To: Postal Code
- Bill To: Country
- Bill To: Notes
- Bill To: CRM Company ID
- Bill To: CRM Contact ID
- Bill To: CRM Secondary Contact ID
- Sales Rep
- Service Rep
- Prepared By
- Created By
- Last Modified By
- Created Date
- Last Modified
- In Use By
- Locked
- Expiration Date
- Expected Close Date
- Completion Date
- Contract Start Date
- Contract End Date
- Ship Date
- Terms
- FOB
- Ship Via
- Project Number
- Lead Source 1
- Lead Source 2
- Template Type
- Superseded
- Revision Master Doc No
- Converted By
- Converted On
- Converted Ref
- Converted From
- Converted From By
- Converted From On
- Converted From Ref
- Converted To
- Converted To By
- Converted To On
- Converted To Ref
- Approval Requested Method
- Approval Requested On
- Approved By 1
- Approved On 1
- Approved Method 1
- Approved By 2
- Approved On 2
- Approved Method 2
- Peer Review Requested Method
- Peer Review Requested On
- QuoteValet Document ID
- QuoteValet Status Code
- QuoteValet Accepted On
- Introduction Notes
- Closing Notes
- Internal Notes
- Purchasing Notes
- Acceptance Notes
- Cover Page Message
- Dynamic Notes
- Statement of Work
- Email Message
- Custom Text 01
- Custom Text 02
- Custom Text 03
- Custom Text 04
- Custom Text 05
- Custom Text 06
- Custom Text 07
- Custom Text 08
- Custom Text 09
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text 21
- Custom Text 22
- Custom Text 23
- Custom Text 24
- Custom Text 25
- Custom Text 26
- Custom Text 27
- Custom Text 28
- Custom Number 01
- Custom Number 02
- Custom Number 03
- Custom Number 04
- Custom Number 05
- Custom Date 01
- Custom Date 02
- Custom Date 03
- Custom Date 04
- Custom Date 05
- Custom Memo 01
- Custom Memo 02
- Custom Memo 03
- Custom Memo 04
- Custom Memo 05
- Attachments
- Hold Flags
- Integration Data
- Dynamic Storage
- Transaction Log
- Video URL Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
- Search ValueRequired
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app
- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Tag CreatedTriggered when you create a new tag.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- WorkspaceRequired
- ProjectRequired
- SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task IDRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TaskRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Parent TaskRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace
- Task IDRequired
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace/Organization
- Team
- Project NameRequired
- Include Archived Projects
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Project
- Task IDRequired
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID or GIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- ProjectRequired
- Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email Address or User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID or GIDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
QuoteWerks: Opportunity Fetch RequestedTriggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
QuoteWerks: Opportunity Upsert RequestedTriggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document ConvertedTriggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document DeletedTriggers when a quote, order, or invoice is deleted in QuoteWerks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Document SavedTriggers when a quote, order, or invoice is saved in QuoteWerks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote First Viewed by Customer (QuoteValet)Triggers when a document is viewed externally for the first time by an unauthenticated recipient (typically the customer).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document Number
- Document TypeRequired
- Document Name
- Document StatusRequired
- Document DateRequired
- Due Date
- Doc Attributes
- Accounting Document Type
- CRM Contact Manager
- Grand Total
- Subtotal
- Total Tax
- Total Cost
- Total List
- Total Weight
- Shipping Amount
- Shipping Cost
- Additional Charge
- Additional Charge Code
- Deposit Amount
- Deposit Amount Ref
- Deposit Amount Ref 2
- Deposit Method Data
- Profit Amount
- Profit Percent
- Commission Amount
- Commission Structure
- Shipping Pricing Method
- Payment Options Data
- GST Tax
- GST Taxable Amount
- GST Tax Exempt
- GST Tax Rate
- Local Tax
- Local Tax Rate
- PST Is Compounded
- PST Taxable Amount
- Tax Data
- Tax System
- Tax Zone
- Alternate Currency
- Alternate Currency Symbol
- Alternate Grand Total
- Alternate Subtotal
- Alternate Total Tax
- Alternate Total Cost
- Alternate Total List
- Alternate Taxable Amount
- Alternate Additional Charge
- Alternate Deposit Amount
- Alternate GST Tax
- Alternate Local Tax
- Alternate Profit Amount
- Alternate Commission Amount
- Alternate Shipping Amount
- Base Currency
- Exchange Rate
- Exchange Rate Last Updated
- Recurring Monthly
- Recurring Monthly (with Tax)
- Recurring Quarterly
- Recurring Quarterly (with Tax)
- Recurring Annual
- Recurring Annual (with Tax)
- Recurring Weekly
- Recurring Weekly (with Tax)
- Sold To: Company
- Sold To: Contact
- Sold To: Email
- Sold To: Phone
- Sold To: Phone Ext
- Sold To: Mobile
- Sold To: Fax
- Sold To: Fax Ext
- Sold To: Title
- Sold To: Department
- Sold To: Address 1
- Sold To: Address 2
- Sold To: Address 3
- Sold To: City
- Sold To: State
- Sold To: Postal Code
- Sold To: Country
- Sold To: Account Number
- Sold To: PO Number
- Sold To: Price Profile
- Sold To: Notes
- Sold To: CRM Company ID
- Sold To: CRM Contact ID
- Sold To: CRM Secondary Contact ID
- Sold To: CRM Opportunity ID
- Sold To: CRM Opportunity Rec ID
- Sold To: CRM Quote ID
- Sold To: CRM Link ID
- Sold To: CRM Linked Doc ID
- Sold To: CRM Call ID
- Sold To: CRM Meeting ID
- Sold To: CRM Task ID
- Ship To: Company
- Ship To: Contact
- Ship To: Email
- Ship To: Phone
- Ship To: Phone Ext
- Ship To: Mobile
- Ship To: Fax
- Ship To: Fax Ext
- Ship To: Title
- Ship To: Department
- Ship To: Address 1
- Ship To: Address 2
- Ship To: Address 3
- Ship To: City
- Ship To: State
- Ship To: Postal Code
- Ship To: Country
- Ship To: Tax Code
- Ship To: Notes
- Ship To: CRM Company ID
- Ship To: CRM Contact ID
- Ship To: CRM Secondary Contact ID
- Bill To: Company
- Bill To: Contact
- Bill To: Email
- Bill To: Phone
- Bill To: Phone Ext
- Bill To: Mobile
- Bill To: Fax
- Bill To: Fax Ext
- Bill To: Title
- Bill To: Department
- Bill To: Address 1
- Bill To: Address 2
- Bill To: Address 3
- Bill To: City
- Bill To: State
- Bill To: Postal Code
- Bill To: Country
- Bill To: Notes
- Bill To: CRM Company ID
- Bill To: CRM Contact ID
- Bill To: CRM Secondary Contact ID
- Sales Rep
- Service Rep
- Prepared By
- Created By
- Last Modified By
- Created Date
- Last Modified
- In Use By
- Locked
- Expiration Date
- Expected Close Date
- Completion Date
- Contract Start Date
- Contract End Date
- Ship Date
- Terms
- FOB
- Ship Via
- Project Number
- Lead Source 1
- Lead Source 2
- Template Type
- Superseded
- Revision Master Doc No
- Converted By
- Converted On
- Converted Ref
- Converted From
- Converted From By
- Converted From On
- Converted From Ref
- Converted To
- Converted To By
- Converted To On
- Converted To Ref
- Approval Requested Method
- Approval Requested On
- Approved By 1
- Approved On 1
- Approved Method 1
- Approved By 2
- Approved On 2
- Approved Method 2
- Peer Review Requested Method
- Peer Review Requested On
- QuoteValet Document ID
- QuoteValet Status Code
- QuoteValet Accepted On
- Introduction Notes
- Closing Notes
- Internal Notes
- Purchasing Notes
- Acceptance Notes
- Cover Page Message
- Dynamic Notes
- Statement of Work
- Email Message
- Custom Text 01
- Custom Text 02
- Custom Text 03
- Custom Text 04
- Custom Text 05
- Custom Text 06
- Custom Text 07
- Custom Text 08
- Custom Text 09
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text 21
- Custom Text 22
- Custom Text 23
- Custom Text 24
- Custom Text 25
- Custom Text 26
- Custom Text 27
- Custom Text 28
- Custom Number 01
- Custom Number 02
- Custom Number 03
- Custom Number 04
- Custom Number 05
- Custom Date 01
- Custom Date 02
- Custom Date 03
- Custom Date 04
- Custom Date 05
- Custom Memo 01
- Custom Memo 02
- Custom Memo 03
- Custom Memo 04
- Custom Memo 05
- Attachments
- Hold Flags
- Integration Data
- Dynamic Storage
- Transaction Log
- Video URL Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback TokenRequired
- Opportunity: ID
- Opportunity: Name
- Opportunity: Amount
- Opportunity: Close Date
- Opportunity: Description
- Opportunity: Stage (display label)
- Opportunity: Stage ID
- Opportunity: Probability
- Opportunity: Owner (display label)
- Opportunity: Owner ID
- Opportunity: Deal Type (display label)
- Opportunity: Deal Type ID
- Opportunity: Forecast (display label)
- Opportunity: Forecast ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback TokenRequired
- Opportunity IDRequired
- Opportunity URL
- Error Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Item IDRequired
- Line Number
- Line Number Actual
- Line Type
- Line Attributes (advanced: raw bitmask)
- Exclude from totals
- Hide price
- Don't print
- Group member
- Is optional
- Alternate pricing overridden
- Print picture
- Is recurring
- Selected option
- Hide quantity
- Allow QuoteValet qty change
- Line Identifier
- Item Type
- Description
- Extended Description
- Comment
- Notes
- Category
- Style Code
- Tag
- Group Tag
- Exclusive Option Group
- Manufacturer Part Number
- Vendor Part Number
- Internal Part Number
- Manufacturer
- Vendor
- Vendor Sourcing
- Vendor RFQ Item Info
- Quantity
- Qty Total
- Qty Group Multiplier
- Qty Multiplier 1
- Qty Multiplier 2
- Qty Multiplier 3
- Qty Multiplier 4
- Unit Price
- Unit Cost
- Unit List
- Extended Price
- Extended Cost
- Extended List
- Price Modifier
- Cost Modifier
- Price Profile
- Profit Amount
- Profit Margin
- Close Probability
- Sales Tax
- GST Tax
- PST Tax
- Tax Code
- Tax Rate
- Item Tax Summary
- Shipping Amount
- Extended Shipping Amount
- Unit Weight
- Extended Weight
- Unit of Measure
- Unit of Measure Factor
- Unit of Pricing
- Unit of Pricing Factor
- Alternate Unit Price
- Alternate Unit Cost
- Alternate Unit List
- Alternate Extended Price
- Alternate Extended Cost
- Alternate Extended List
- Alternate Extended Shipping
- Alternate Shipping Amount
- Alternate Sales Tax
- PO Number
- SO Number
- Distributor SO Number
- Ticket Number
- Serial Number
- Order Date
- Received Date
- Back Ordered Date
- Back Ordered Qty
- Back Order Expected Date
- Result
- Recurring Billing Cycle
- Recurring Cycle Basis
- Recurring Start Date
- Recurring End Date
- Recurring First Payment Included
- Highlight Color
- Formula
- Item URL
- Picture File
- Spec Sheet File
- Dynamic Storage
- Video URL Data
- Custom Text 01
- Custom Text 02
- Custom Text 03
- Custom Text 04
- Custom Text 05
- Custom Text 06
- Custom Text 07
- Custom Text 08
- Custom Text 09
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Number 01
- Custom Number 02
- Custom Number 03
- Custom Number 04
- Custom Number 05
- Custom Date 01
- Custom Date 02
- Custom Date 03
- Custom Date 04
- Custom Date 05
- Custom Memo 01
- Custom Memo 02
- Custom Memo 03
- Custom Memo 04
- Custom Memo 05
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote ID (RecGUID)
- Search ByRequired
- Search ValueRequired
- Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your app
For AI agents & developers
Use Asana and QuoteWerks with AI agents and code
Beyond Zap workflows. Call Asana and QuoteWerks actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose Asana and QuoteWerks actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
- Add Tag to Task
- Create Line Item
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger Asana and QuoteWerks actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* asana / quotewerks action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect Asana and QuoteWerks 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.




