QuoteCloud Integrations

Name: Zapier
Availability: InStock

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.

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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

FileCloud

File Management & Storage

SellerCloud

eCommerce

MySQL

Databases

Magento

eCommerce

FileCloud

File Management & Storage

SellerCloud

eCommerce

MySQL

Databases

Magento

eCommerce

FileCloud

File Management & Storage

SellerCloud

eCommerce

MySQL

Databases

Magento

eCommerce

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 QuoteCloud documents from updated ActiveCampaign contacts
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ActiveCampaign + QuoteCloud
Create QuoteCloud documents for new contacts added to ActiveCampaign lists
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ActiveCampaign + QuoteCloud
Create QuoteCloud documents from new Pipedrive activities
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Pipedrive + QuoteCloud
Create QuoteCloud documents for new Pipedrive leads
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Pipedrive + QuoteCloud
Update QuoteCloud documents when companies are updated in Copper
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Copper + QuoteCloud
Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads
Premium
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Microsoft Dynamics 365 CRM + QuoteCloud

Create QuoteCloud documents from updated ActiveCampaign contacts

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ActiveCampaign + QuoteCloud

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

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ActiveCampaign + QuoteCloud

Create QuoteCloud documents from new Pipedrive activities

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Pipedrive + QuoteCloud

Create QuoteCloud documents for new Pipedrive leads

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Pipedrive + QuoteCloud

Update QuoteCloud documents when companies are updated in Copper

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Copper + QuoteCloud

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

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Microsoft Dynamics 365 CRM + QuoteCloud

Create QuoteCloud documents for new 17hats contacts

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17hats + QuoteCloud

Create QuoteCloud documents for new Marketo leads effortlessly

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Marketo + QuoteCloud

Create QuoteCloud documents from new Kommo leads

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Kommo + QuoteCloud

Create QuoteCloud documents from new Redtail CRM activities

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Redtail CRM + QuoteCloud

Create QuoteCloud documents for new or updated Capsule CRM opportunities

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Capsule CRM + QuoteCloud

Create QuoteCloud documents from new Teamleader Focus contacts

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Teamleader Focus + QuoteCloud

Create QuoteCloud documents for new 17hats contacts
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17hats + QuoteCloud
Create QuoteCloud documents for new Marketo leads effortlessly
Premium
Details
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Marketo + QuoteCloud
Create QuoteCloud documents from new Kommo leads
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Kommo + QuoteCloud
Create QuoteCloud documents from new Redtail CRM activities
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Redtail CRM + QuoteCloud
Create QuoteCloud documents for new or updated Capsule CRM opportunities
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Capsule CRM + QuoteCloud
Create QuoteCloud documents from new Teamleader Focus contacts
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Teamleader Focus + QuoteCloud

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.

New Contact Created
Triggers when a new contact is added to the address book.
Trigger
Instant
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Contact Updated
Triggers when a QuoteCloud contact genuinely changes.
Trigger
Instant
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Document Created
Triggers when a customer QuoteCloud document is fully created.
Trigger
Instant
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- Delivery Status
Trigger
Instant
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Document Part Paid
Triggers when a QuoteCloud document is partially paid.
Trigger
Instant
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Document Review Accepted
Triggers when a QuoteCloud document workflow review is accepted.
Trigger
Instant
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- Document Status
  Required
Trigger
Instant
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- Change Type
Trigger
Instant
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Recipient Signed Document
Triggers when an identified recipient completes every signature field assigned to them.
Trigger
Instant
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- Document Number
  Required
Action
Write
- Document Number
  Required
- Copy Type
  Required
- New Document Title
Action
Write
- Document Title
  Required
- Document Subtitle
- Replace Existing Pricing Table Rows
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Write
- Document Number
  Required
- PDF Mode
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- To
  Required
- CC
- BCC
- Email Subject
- Email Content
- Attach Document PDF
- Document Expires At
Action
Write
- Find Contact By
  Required
- Existing Email Address or Contact ID
  Required
- New Email Address
- First Name
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment Reference
  Required
- Action
  Required
Action
Write
- Document Number or Reference
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Document Number
  Required
- Detail Level
  Required
Action
Search
- Delivery Reference
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search
- Search By
  Required
- SKU or Product ID
  Required
Action
Search
- Document Status
- Owner Email
- Document Source
- Created After
- Created Before
- Page Size
- Page Cursor
Action
Search
- Product State
  Required
- Page Size
- Page Cursor
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search or write

Contact Removed
Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
Trigger
Instant
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- Comment Event
Trigger
Instant
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Document Delivery Failed
Triggers when an email bounces or document delivery fails.
Trigger
Instant
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Document Expired
Triggers when a QuoteCloud document expires.
Trigger
Instant
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- Payment Event
Trigger
Instant
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Document Review Requested
Triggers when a QuoteCloud document enters workflow review.
Trigger
Instant
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Form Submitted on Document
Triggers when a recipient submits a form on a document.
Trigger
Instant
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Recipient First Viewed Document
Triggers when an identified private recipient first views a document.
Trigger
Instant
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- Document Number
  Required
- Existing Contact
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
  Required
- Notify Document Owner When Opened
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment
  Required
Action
Write
- Document Number
  Required
- Decision
  Required
- Reason
Action
Write
- Delivery Reference
  Required
- New Delivery Time
  Required
- Time Zone
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- Title
- Subtitle
- Renewal Date
- Forecast Date
- Forecast Confidence
- Forecast Estimated Value
- Clear Fields
Action
Write
- Document Number
  Required
- Recipient Reference
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
- Notify Document Owner When Opened
Action
Write
- Search By
  Required
- Email Address or Contact ID
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Document Number or Reference
  Required
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search
- Page Size
- Page Cursor
Action
Search
- Document Number
  Required
- Comment Status
- Page Size
- Page Cursor
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search or write

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

Call 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

Add Document Recipient
Archive Document

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work 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/ja/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: 'add_document_recipient',
  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.

QuoteCloud 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 QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

HelpHelp

Related categories

Proposal & Invoice Management

QuoteCloud Integrations

Put QuoteCloud 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 QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents from updated ActiveCampaign contacts

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Create QuoteCloud documents from new Pipedrive activities

Create QuoteCloud documents for new Pipedrive leads

Update QuoteCloud documents when companies are updated in Copper

Create QuoteCloud documents from new Microsoft Dynamics 365 CRM leads

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

Create QuoteCloud documents for new 17hats contacts

Create QuoteCloud documents for new Marketo leads effortlessly

Create QuoteCloud documents from new Kommo leads

Create QuoteCloud documents from new Redtail CRM activities

Create QuoteCloud documents for new or updated Capsule CRM opportunities

Create QuoteCloud documents from new Teamleader Focus contacts

Let your AI safely access QuoteCloud

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

QuoteCloud Help & Support

Common questions

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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 QuoteCloud Integrations

Popular QuoteCloud Integrations

Connect Your App Accounts to Zapier