ATQuoteCloud + Airtable
Zapier can add a row to your Airtable base each time a QuoteCloud document is signed or paid, so your sales and jobs log stays current without copying. It can also go the other way, turning a new Airtable record into a QuoteCloud document with the price rows filled in.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Airtable is a flexible database that looks like a spreadsheet, used to run bookings, orders and job logs. QuoteCloud customers connect it to keep one table of what was sold, signed and paid.
See Airtable triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01
Once every signer has signed, a booking record is created with the client, event date, guest numbers and document value from the data items you set when the document was made.
Events & functions02
A new order record becomes a QuoteCloud document from your repeat-order template, with a price-table row for each product line, and is sent to the buyer.
Wholesale & B2B e-commerce03
When a payment comes in on a QuoteCloud document, Zapier finds the job in Airtable and updates its payment status.
Logistics, freight & transportIn practice
Example businesses from our industry pages, and the job the connection does for each.
Events & functions
Tidewell Pavilion books waterside weddings and functions, like Hannah and James's wedding reception and the Kestrel Analytics end-of-year celebration. The events team plans the season in an Airtable base. When a booking is fully signed, Zapier adds it to the base with the date, space and guest numbers, so the kitchen and floor staff work from one list. Menu and package choices are ticked by the couple or client in the proposal, never by the automation.
QuoteCloud for events & functionsWholesale & B2B e-commerce
Tanbark Trade Supply sends repeat orders such as café packaging for Pinecrest Café Group. Its reps enter each order in Airtable. Zapier turns the new record into a QuoteCloud document from the repeat-order template, filling a price-table row per product with label, quantity, price and tax, then sends it. The buyer checks and signs it in QuoteCloud.
QuoteCloud for wholesale & B2B e-commerceLogistics, freight & transport
Wexmoor quotes jobs like pallet freight from Northgate to Port Ellery for Bramblewood Homewares, and keeps a jobs table in Airtable for dispatch. When a client pays through the QuoteCloud document, Zapier finds the job and marks it paid, so dispatch can see which loads are cleared to go.
QuoteCloud for logistics, freight & transportSetup
Sign in to QuoteCloud and Airtable in Zapier and choose the base and table you want to use.
Use Document Signing Complete or Document Payment Event to log work, or Airtable's New Record to create QuoteCloud documents.
Map the client, document title, value and data items to your Airtable fields, or map record fields to QuoteCloud data items and price-table rows.
Run a test with a sample document or record, check both sides, then publish the Zap.
QuoteCloud’s Zapier app and API are on the Essentials plan and up. Documents created through the API or Zapier carry a per-document fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
Not on their own. Each Zap does one job when an event happens, such as adding a record when a document is signed. Editing the Airtable record later doesn't change the QuoteCloud document. If you want a change to flow the other way, you build a separate Zap that calls a QuoteCloud action.
Yes. QuoteCloud's Create Document action can fill price-table rows at creation, with label, note, price, quantity, term, tax and discount, plus your template's data items. Zapier cannot tick options or choose content blocks, so start from a template that already has the right sections. The recipient ticks any options.
Yes. QuoteCloud's Zapier app has Document Payment Event, Document Part Paid and Document Paid triggers. Use Document Part Paid if you take deposits or instalments and want each one recorded, and Document Paid when you only need to know the document has been paid in full.
API and Zapier access is on Essentials and up. Documents created through the API or Zapier carry a fee of US$2.00, $1.80 or $1.60 each, depending on volume, so the Airtable-to-QuoteCloud workflow attracts that fee per document. Zaps that only log signed or paid documents in Airtable don't create documents.
Try QuoteCloud free for 14 days, then connect Airtable through Zapier when you’re on Essentials or above.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
