Zendesk Sell deals, turned into signed quotes

Through QuoteCloud's Zapier app. Each Zap pairs a trigger in one app with actions in the other. A new deal in Zendesk Sell can create a QuoteCloud document, and QuoteCloud events such as Recipient First Viewed Document or Document Signing Complete can add a note to the deal or update it. No code is needed.

No. Each Zap is a one-way automation that runs when its trigger fires. A deal can start a quote, and a quote event can update the deal, but these are separate Zaps. Editing the deal after the quote is sent won't change the quote, so revise the document in QuoteCloud when the details change.

Zapier can fill data items and price-table rows when the document is created, with a label, note, price, quantity, term, tax and discount for each row. It doesn't tick options or choose content blocks. Optional extras in your template stay there for the client to tick when they review the quote.

Any of QuoteCloud's Zapier triggers can start a Zap, including Document Created, Recipient First Viewed Document, Recipient Signed Document, Document Signing Complete and Document Status Changed. Use Zendesk Sell's Find Deal to locate the right deal, then Update Deal or Create Note to write the change to it.

Zapier access is on QuoteCloud's 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 update deals or add notes don't create documents, so they carry no QuoteCloud fee. Your Zapier plan's own task limits apply too.