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QuoteCloud
QuoteCloud
1. Choose trigger event
Delay by Zapier
Delay by Zapier
2. Choose action
1. Select the event
Setup
Test
QuoteCloud
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact Created" from QuoteCloud.
Add your action
An action happens after the trigger—such as "Delay For" in Delay by Zapier.
You’re connected!
Zapier seamlessly connects QuoteCloud and Delay by Zapier, 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.
New Contact Created
Triggers when a new contact is added to the address book.
Create a new record or update an existing record in your app.
Delivery Reference
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
First Name
Required
Last Name
Phone Number
Mobile Number
Job Title
Address
Company Name
Company Account Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document Number
Required
Comment
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document Number
Required
Decision
Required
Reason
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delivery Reference
Required
New Delivery Time
Required
Time Zone
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delivery Reference
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document Number
Required
Title
Subtitle
Renewal Date
Forecast Date
Forecast Confidence
Forecast Estimated Value
Clear Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search By
Required
Email Address or Contact ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Document Number or Reference
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
Page Size
Page Cursor
Action
This is an event a Zap performs.
Search
Find existing data in your app
Document Number
Required
Comment Status
Page Size
Page Cursor
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email Address
Required
First Name
Required
Last Name
Phone Number
Mobile Number
Job Title
Address
Company Name
Company Account Reference
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Time Delayed For (value)
Required
Time Delayed For (unit)
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Date/Time Delayed Until
Required
How should we handle dates in the past?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use QuoteCloud and Delay by Zapier with AI agents and code
Beyond Zap workflows. Call QuoteCloud and Delay by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose QuoteCloud and Delay by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document Recipient
Delay For
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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 who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect QuoteCloud and Delay by Zapier 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.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Delay by Zapier on the Zapier blog
Make work flow with AI
Level up your QuoteCloud to Delay by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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 !
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.
