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Or pick an app to pair with
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
QuickBooks Online
Accounting
ActiveCampaign
Marketing Automation
Xero
Accounting
Capsule CRM
CRM (Customer Relationship Management)
Airtable
Databases
Microsoft Outlook
Calendar, Email, Microsoft
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
QuickBooks Online
Accounting
ActiveCampaign
Marketing Automation
Xero
Accounting
HubSpot
Marketing Automation
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
QuickBooks Online
Accounting
ActiveCampaign
Marketing Automation
Xero
Accounting
Capsule CRM
CRM (Customer Relationship Management)
Airtable
Databases
Microsoft Outlook
Calendar, Email, Microsoft
Join millions worldwide who automate their work using Zapier
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.
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
For builders
Let your AI safely access Quotient
Go beyond Zap workflows. Install Zapier in your AI to call Quotient actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Quotient 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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Quotient 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 Quotient 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: "quotient", owner: "me" });
await zapier.runAction({
app: 'quotient',
action: 'create_contact',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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