QuoteCloud + Google Calendar
Connect QuoteCloud to Google Calendar through Zapier and every quote you send puts its follow-up in your day, with a time attached. When the client signs, the work that follows can be booked in the same calendar your team already shares.
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Via Zapier
Google Calendar is Google's online calendar, used by teams to plan their days, share events and get reminders. QuoteCloud customers use it so follow-ups, deadlines and booked work sit beside everything else in the week.
See Google Calendar 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.
01Via Zapier
Each new document creates a follow-up event a set number of days later, titled with the document and client, in the calendar you choose.
Landscaping & gardening02Via Zapier
The first time a recipient opens the proposal, a call is added to the agent's calendar for the next morning, while the proposal is fresh in the client's mind.
Real estate03Via Zapier
A fully signed proposal books the event in the team calendar and invites the coordinator, so everyone sees the same date and time.
Events & functionsSetup
Create a Zap and sign in to QuoteCloud and your Google account when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Choose Document Created for follow-ups, Recipient First Viewed Document for calls, or Document Signing Complete to book the work.
Add Create Detailed Event, choose the calendar and map the document name and client into the title and description. Use Zapier's Formatter to set the start a set number of days ahead.
Run a test with a document sent to an @example.com address, check the event in Google Calendar, and turn the Zap on.
QuoteCloud's Zapier app is on the Essentials plan and up; each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 depending on volume.
FAQ
Through QuoteCloud's Zapier app, with no code to write. You choose a QuoteCloud trigger, such as Document Created or Document Signing Complete, then a Google Calendar action such as Create Detailed Event or Update Event, and map the fields. Each Zap runs every time its trigger fires.
From QuoteCloud to Google Calendar. The fields you map in Zapier, such as the document's name, the client and a date, fill in the calendar event. Your quotes, pricing and signed documents stay in QuoteCloud, and moving or deleting an event in Google Calendar doesn't change the document.
Yes. Once an event is in Google Calendar it behaves like any other event, so Google Calendar's own email, mobile and desktop notifications take it from there. You can share the event with your team from Google Calendar, or add Add Attendee(s) to Event to the Zap so the right people are invited automatically.
It can if the date is available to Zapier. Map the document's expiry or valid-until date into the start of a Create Detailed Event step, so the deadline sits in your week beside everything else. Test with a real document first to check which date fields the QuoteCloud trigger passes to Zapier.
QuoteCloud's Zapier app is on the Essentials plan and up. Zaps that only create calendar events don't create documents, so they carry no document fee. If you also create documents through Zapier or the API, each carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zapier and Google Calendar have their own plans.
Try QuoteCloud free for 14 days, then connect Google Calendar.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
