QuoteCloud + Zenoti

Create new contacts in QuoteCloud when guests are created in Zenoti

Streamline your sales process with this workflow that initiates every time a new guest is added in Zenoti. This sets off the creation of a new contact in QuoteCloud, ensuring all your customer details stay up-to-date across both platforms. Save time, reduce manual data entry, and focus more on serving your customers.

When this happens...
Guest Create
Triggers when a new guest is created.
TriggerInstant
automatically do this!
Create New Contact
Adds a new contact into the QuoteCloud contacts address book
ActionWrite

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Supported triggers and actions

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
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Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
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Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
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Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Trigger
Instant
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Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
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Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
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Employee Create
Triggers when an Employee is created.
Trigger
Instant
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Employee Update
Triggers when an Employee is Updated.
Trigger
Instant
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Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
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Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
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Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
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Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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- CodeRequired
- CenterRequired
- Is Consultant?
- First NameRequired
- Last NameRequired
- Email IDRequired
- Gender
- Date Of Birth
- Mobile NumberRequired
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
- State ID
- Zip Code
- User NameRequired
- Job ID
Action
Write
- Center IDRequired
- Opportunity TitleRequired
- Opportunity Description
- Opportunity Owner ID
- Guest IDRequired
- Employee IDRequired
- Priority
- Follow-Up dateRequired
- expected close date
- listed amount
- offered amount
Action
Write
- Guest IDRequired
Action
Search
- Guest IDRequired
- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)Required
- Folder NameRequired
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item NameRequired
- Product SKU
- Description
- PriceRequired
- Published ProductRequired
- Recipients Can Edit QuantityRequired
- Recipient Can Edit TermRequired
- Term Based PricingRequired
- Product Pricing Term
- Product Default Quantity
- Lock Pricing LabelRequired
- Lock Pricing ValueRequired
- Lock Term ValueRequired
- Lock Pricing NotesRequired
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
Action
Write

Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Start
Triggers when a Appointment is Started.
Trigger
Instant
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Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
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Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
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Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
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Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
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Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is Deleted.
Trigger
Instant
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Guest Create
Triggers when a new guest is created.
Trigger
Instant
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Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
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Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
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Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
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- Center IDRequired
- User code
- Username
- First NameRequired
- Last Name
- Email ID
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
Action
Search
- First NameRequired
- Last Name
- phone
- Username
- Email ID
- Guest Center ID
- Center IDRequired
- User code
- Nationality
- Gender
- Date Of Birth
- Country ID
- Number
- Address 1
- City
- Country ID
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or write
- Document StatusRequired
Trigger
Instant
Try It
- QuoteCloud User Account (Email)Required
- Choose a TemplateRequired
- Document TitleRequired
- Document Subtitle
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Company Name
- Company Account Reference
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Add Contact To Address Book
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row TypeRequired
- Price
- Quantity
- Term Based ProductRequired
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Block Type
- Block Link Id
- Value
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Auto Send DocumentRequired
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Document IdRequired
- New StatusRequired
- Outcome Reason
Action
Write

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 !

Related categories

Proposal & Invoice Management

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

QuoteCloud + Zenoti

Create new contacts in QuoteCloud when guests are created in Zenoti

Appointment Complete

Appointment Group Status

Class Booking Approve

Class Booking Create

Class Booking No Show

Class Schedule Cancel

Class Schedule Delete

Employee Create

Employee Update

Guest Delete

Guest Membership Create

Guest Membership Reinstate

Guest Merge

Invoice Closure

Create Employee

Create Opportunity

Search Guest by ID

Find Guest by ID or Create Guest

Create New Contact

Create Product

Appointment Group Create

Appointment Start

Class Booking Cancel

Class Booking Delete

Class Booking Reject

Class Schedule Create

Class Schedule Update

Employee Delete

Guest Create

Guest Membership Cancel

Guest Membership Freeze

Guest Membership Unfreeze

Guest Update

List All Employee Jobs

Create Guest

Search for a Guest

Find or Create Guests

Document Status Changed

Create Document

Update Document Status

About QuoteCloud

Related categories

About Zenoti

Related categories

Similar apps

Zapier Interfaces