QuoteCloud + Zendesk
When a customer asks for a price on a ticket, your agent replies with a QuoteCloud quote they can review and sign on any device. Zapier writes what happens next back to the ticket, so the queue shows who is waiting on whom.
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Via Zapier
Zendesk is customer service software where support teams handle tickets, customers and organisations. QuoteCloud customers use it for support and use QuoteCloud when a ticket turns into a price request, an add-on or a renewal that needs a signature.
See the QuoteCloud + Zendesk Zaps 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
Tagging a ticket creates a draft quote from your template with the requester's name, email and organisation as data items, ready for the agent to check and send.
IT services02Via Zapier
The first time the customer opens the quote, an internal note goes on their ticket, so the agent knows it has been read before following up.
Cleaning & facility services03Via Zapier
When the quote is fully signed, the ticket gets a note with the document and total and its status moves to Solved.
Software & SaaSSetup
Create a Zap and sign in to QuoteCloud and Zendesk when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Choose Zendesk's New Tag Added to Ticket to start a quote, or QuoteCloud's Recipient First Viewed Document or Document Signing Complete to write back to the ticket.
Use Find Tickets with the requester's email to pick the right ticket, then map the document's name and total into the note and set the status.
Run a test with a ticket and a quote sent to an @example.com address, check the ticket in Zendesk, 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 trigger, such as a tag added to a Zendesk ticket or a QuoteCloud document being signed, then the action in the other app, and map the fields. Each Zap is a one-way automation that runs every time its trigger fires.
A Zap can create a QuoteCloud document from a ticket, using the requester's details as data items and your own template for pricing, terms and content. Agents then check the quote, send it and share the link in their reply. Zapier doesn't tick options or choose content blocks; the customer ticks any options.
Whatever you map in Zapier. Typical choices are an internal note when the customer first views the quote, and a note with the document's name and total when it is signed, with the ticket's status set to Solved. You choose which events write back, and can start with one and add more.
Yes. Every QuoteCloud plan includes legally binding eSignatures, and your customer can view and sign on any device. Signatures are eIDAS compliant and documents are protected with 256-bit encryption. QuoteCloud records when a document is sent, first viewed and signed, and Zapier can pass the viewed and signed events to the ticket.
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, falling to $1.80 and $1.60 at higher volumes. Zaps that only add notes or update tickets don't create documents, so they carry no document fee. You also need a Zendesk account and a Zapier plan.
Try QuoteCloud free for 14 days, then connect Zendesk.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
