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QuoteMachine Integrations

Proposal & Invoice Management

Put QuoteMachine to work with AI and enterprise-grade automation

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Integrate HubSpot with QuoteMachineIntegrate HubSpot with QuoteMachine
HubSpot
Marketing Automation
Integrate monday.com with QuoteMachineIntegrate monday.com with QuoteMachine
monday.com
Project Management
Integrate ClickUp with QuoteMachineIntegrate ClickUp with QuoteMachine
ClickUp
Project Management
Integrate LeadConnector with QuoteMachineIntegrate LeadConnector with QuoteMachine
LeadConnector
Marketing Automation
Integrate Shopify with QuoteMachineIntegrate Shopify with QuoteMachine
Shopify
eCommerce
Integrate ShipStation with QuoteMachineIntegrate ShipStation with QuoteMachine
ShipStation
eCommerce
Integrate Pipedrive with QuoteMachineIntegrate Pipedrive with QuoteMachine
Pipedrive
CRM (Customer Relationship Management)
Integrate Close with QuoteMachineIntegrate Close with QuoteMachine
Close
CRM (Customer Relationship Management)
Integrate QuickBooks Online with QuoteMachineIntegrate QuickBooks Online with QuoteMachine
QuickBooks Online
Accounting
Integrate HubSpot with QuoteMachineIntegrate HubSpot with QuoteMachine
HubSpot
Marketing Automation
Integrate monday.com with QuoteMachineIntegrate monday.com with QuoteMachine
monday.com
Project Management
Integrate ClickUp with QuoteMachineIntegrate ClickUp with QuoteMachine
ClickUp
Project Management
Integrate LeadConnector with QuoteMachineIntegrate LeadConnector with QuoteMachine
LeadConnector
Marketing Automation
Integrate Shopify with QuoteMachineIntegrate Shopify with QuoteMachine
Shopify
eCommerce
Integrate ShipStation with QuoteMachineIntegrate ShipStation with QuoteMachine
ShipStation
eCommerce
Integrate HubSpot with QuoteMachineIntegrate HubSpot with QuoteMachine
HubSpot
Marketing Automation
Integrate monday.com with QuoteMachineIntegrate monday.com with QuoteMachine
monday.com
Project Management
Integrate ClickUp with QuoteMachineIntegrate ClickUp with QuoteMachine
ClickUp
Project Management
Integrate LeadConnector with QuoteMachineIntegrate LeadConnector with QuoteMachine
LeadConnector
Marketing Automation
Integrate Shopify with QuoteMachineIntegrate Shopify with QuoteMachine
Shopify
eCommerce
Integrate ShipStation with QuoteMachineIntegrate ShipStation with QuoteMachine
ShipStation
eCommerce
Integrate Pipedrive with QuoteMachineIntegrate Pipedrive with QuoteMachine
Pipedrive
CRM (Customer Relationship Management)
Integrate Close with QuoteMachineIntegrate Close with QuoteMachine
Close
CRM (Customer Relationship Management)
Integrate QuickBooks Online with QuoteMachineIntegrate QuickBooks Online with QuoteMachine
QuickBooks Online
Accounting

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Launch your first automated workflow

  • Create QuoteMachine organizations from new Tally submissions

    • Tally logo
    • QuoteMachine logo
    Tally + QuoteMachine
  • Create new leads/opportunities in Odoo ERP Self Hosted for every proposed quote in QuoteMachine

    • QuoteMachine logo
    • Odoo ERP Self Hosted logo
    QuoteMachine + Odoo ERP Self Hosted
  • Create and update contacts in LeadConnector when new contacts are created in QuoteMachine

    • QuoteMachine logo
    • LeadConnector logo
    QuoteMachine + LeadConnector
  • Create QuoteMachine organizations from new Tally submissions

    • Tally logo
    • QuoteMachine logo
    Tally + QuoteMachine
  • Create new leads/opportunities in Odoo ERP Self Hosted for every proposed quote in QuoteMachine

    • QuoteMachine logo
    • Odoo ERP Self Hosted logo
    QuoteMachine + Odoo ERP Self Hosted
  • Create and update contacts in LeadConnector when new contacts are created in QuoteMachine

    • QuoteMachine logo
    • LeadConnector logo
    QuoteMachine + LeadConnector
    • 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.

      • QuoteMachine triggers, actions, and search
        Contact Created

        Triggers when an contact is created.

        Trigger
        Instant
        Try It
      • QuoteMachine triggers, actions, and search
        Invoice Payment Transaction Updated

        Triggers when an invoice is updated (received and then captured or declined).

        Trigger
        Instant
        Try It
      • QuoteMachine triggers, actions, and search
        Order Payment Transaction Updated

        Triggers when an order deposit is updated (received and then captured or declined).

        Trigger
        Instant
        Try It

      For builders

      Let your AI safely access QuoteMachine

      Go beyond Zap workflows. Install Zapier in your AI to call QuoteMachine 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 QuoteMachine 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

      • Create an Organization
      • Create a Person

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose QuoteMachine 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 QuoteMachine 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: "quotemachine", owner: "me" });
      
      await zapier.runAction({
        app: 'quotemachine',
        action: 'create_organization',
        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.

      QuoteMachine Help & Support

      Common questions

      quotemachine logo
      About QuoteMachine
      QuoteMachine is online quotes and invoices that help you sell and get paid.
      Related categories

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