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Zapier makes it easy to integrate QuoteWerks with Syncro - no code necessary. See how you can get setup in minutes.
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QuoteWerks
QuoteWerks
1. Choose trigger event
Syncro
Syncro
2. Choose action
1. Select the event
Setup
Test
QuoteWerks
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "QuoteWerks: Contact Search Requested" from QuoteWerks.
Add your action
An action happens after the trigger—such as "Create Appointment" in Syncro.
You’re connected!
Zapier seamlessly connects QuoteWerks and Syncro, 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.
QuoteWerks: Contact Search Requested
Triggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Create a new record or update an existing record in your app.
First Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
Address Line 2
City
State/County
Zip/Postal Code
Custom Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Business Name
Email Address
Phone Number
Mobile Phone
Street Address (Line 1)
City
State/County
Zip/Postal Code
Ticket Subject
Ticket Description
Ticket Issue Type
Location ID
Custom Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Start At
Required
Ends At
Required
User ID
Required
Notes
Product ID
Comment ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Contact Name
Customer ID
Address Line 1
Address Line 2
Address City
Address State
Address Zip/Postal Code
Contact Email
Contact Phone
Contact Title
Contact Mobile Phone
Contact Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Custom Field Ticket Type ID
Ticket Number
Ticket Subject
Due Date
Location ID
Problem Type
Ticket Status
Assigned User ID
Ticket Priority
Contact ID
Ticket SLA ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
QuoteWerks: Opportunity Fetch Requested
Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Create a new record or update an existing record in your app.
Customer ID
Required
Estimate Date
Required
Estimate Note
Estimate Status
Required
Ticket ID
Estimate Location ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer Phone or Email
Required
Ticket Subject
Required
Issue Type
Required
Ticket Status
Ticket Initial Issue
Ticket Initial Issue Subject
Location ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
Business Name
First Name
Last Name
Customer Email
Phone
Mobile
Address Line 1
Address Line 2
City
State
Zip/Postal Code
Customer Notes
SMS Service Enabled
Opt Out
No Email - Of Any Kind
Receive Billing Emails
Receive Marketing Emails
Receive Report Emails
Referred By
Referred by Customer ID
Tax Rate ID
Notification Email
Additional Invoice CC Email Addresses
Invoice Terms ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use QuoteWerks and Syncro with AI agents and code
Beyond Zap workflows. Call QuoteWerks and Syncro 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 QuoteWerks and Syncro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Line Item
Create Appointment
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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Connect QuoteWerks and Syncro 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
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Make work flow with AI
Level up your QuoteWerks to Syncro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.
