Automate QuoteCloud with Zapier and Make
Create documents from any app, and let every view, signature and payment update the apps your team already runs. Zapier has a ready-made QuoteCloud app; Make is a bring-your-own build.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's Zapier app, on the Essentials plan and up, has 21 triggers, 22 actions and 13 searches, so thousands of apps can create QuoteCloud documents and react when one is viewed, signed or paid. Make works too as a bring-your-own setup: Make's OAuth connection plus QuoteCloud's API. Documents a Zap or the API creates carry a per-document fee.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left twelve app tiles (Google Sheets, Microsoft Excel, OneDrive, Slack, Microsoft Teams, HubSpot, Salesforce, Pipedrive, Xero, QuickBooks Online, Zoho CRM, monday.com), in the middle a route node with Zapier and Make, on the right QuoteCloud's office cleaning proposal PF-3204 from Pellucid Facility Services for Clare Whitcombe. Six jobs play in turn. 1, Create: a new Google Sheets row drafts the proposal (New Spreadsheet Row then Create Document). 2, Track: Clare opens it and Slack hears (Recipient First Viewed Document then Send Channel Message). 3, Close: Clare signs and the HubSpot deal is updated (Document Signing Complete then Update Deal). 4, Invoice: the same Zap creates an invoice in Xero (Create Sales Invoice). 5, File: the signed PDF is uploaded to OneDrive (Generate or Fetch Document PDF Link then Upload File). 6, Make: or a Make scenario reads an Excel row and calls QuoteCloud's API to create the next document. It ends with the proposal signed and every job done.
Zapier, Make or the API: which should you use?
All three reach the same QuoteCloud account from the Essentials plan. They differ in how much is ready-made and how much you build.
Zapier: ready-made QuoteCloud steps
Pick a trigger, map fields, test, turn it on. QuoteCloud's Zapier app has 21 triggers, 22 actions and 13 searches beside the Zapier apps of thousands of others. Use it when a recipe on this site fits.
Connect Zapier, step by stepMake: bring your own
There's no ready-made QuoteCloud app on Make. You connect with Make's built-in OAuth connection and call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own modules for the other app. Use it when your team already builds in Make.
How the Make set-up worksThe API or MCP: your own systems
QuoteCloud's GraphQL/REST API suits in-house systems and high volumes; its MCP service lets AI assistants work with your QuoteCloud data. Both are on Essentials and up.
API and MCP in the recipe gallery
A sheet row in, a drafted proposal out
The recipe most teams build first: the details someone already typed become a QuoteCloud document, ready to check and send.
ZapWalkthrough row → draft proposal
-
When
Google SheetsTriggerNew Spreadsheet RowA row added to the 'Site walkthroughs' sheet.Passes on
- Client
- First name
- Site
- Floor area
- Nights
- Monthly rate
-
Then
QuoteCloudSearchFind or Create ContactMatches the email exactly, or creates the contact.Searches on
- Email Address
- First Name
- Company Name
-
Then
QuoteCloudActionCreate DocumentFrom the office cleaning template: title, data items and one price-table row from the sheet.Mapped in
- Document Title
- Data items
- Line Item Label
- Quantity
- Price
-
Or
Google SheetsAction · optionalUpdate Spreadsheet RowWrites the new document's number back on the row.Mapped in
- Row
- Document number
Theo Vance logs every site walkthrough in a shared sheet. On Monday he adds Marlow House for Halden Property Group; a minute later PF-3204 is waiting in QuoteCloud as a draft, filled in from the row, for him to check and send.
Result
No retyping: the proposal is drafted from the row, and the sheet shows which document came from it.
QuoteCloud's Zapier app: Essentials and up. Create Document carries the per-document fee.
Build the create-document Zap QuoteCloud for cleaning & facility servicesRecipes for the apps you already use
Each app has its own microsite with the full recipes, field maps and limits. A few to start; the gallery has them all.
-
HubSpot
CRM
Zapier & Make
- When
- HubSpot · Updated Deal Stage
- Then
- QuoteCloud · Create Document
Quotes drafted from deals, views and signatures logged on the deal, closed won on signature.
-
Xero
Accounting
Zapier & Make
- When
- QuoteCloud · Document Signing Complete
- Then
- Xero · Create Sales Invoice
The signed quote becomes an invoice in Xero, so nobody keys the job in twice.
-
Google Sheets
Sheets, calendars & files
Zapier & Make
- When
- Google Sheets · New Spreadsheet Row
- Then
- QuoteCloud · Create Document
Rows that draft documents, and a quote log that updates as quotes are viewed, signed and paid.
-
Slack
Team chat
Zapier & Make
- When
- QuoteCloud · Recipient First Viewed Document
- Then
- Slack · Send Channel Message
The team hears the moment a client opens, signs or pays.
-
Stripe
Payments
Direct · QuoteCloud Payments
- When
- The client pays the deposit inside the document
- Then
- QuoteCloud · Document Part Paid can start a Zap
A direct connection, no Zap needed to take the payment; Zaps can pass the payment on.
-
{ }
QuoteCloud API
Build your own
API · Essentials and up
- When
- Your own system has a new order or enquiry
- Then
- It creates the document through QuoteCloud's API
For in-house systems and volumes a Zap doesn't suit. Documents created this way carry the per-document fee.
Build your first Zap with a test record
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and try a recipe before you choose a plan.
What can QuoteCloud's Zapier app do?
Three kinds of step. Every one is listed, with its fields, in the reference.
21 triggers start a Zap
A document created, viewed, signed, accepted, paid, part paid, expired or lost; a form submitted on a document; a comment; a delivery problem; a contact or product change.
Every trigger22 actions change QuoteCloud
Create, send, duplicate or revise a document; add recipients; fetch the PDF link; update status, details and forecast; add images; manage contacts and products.
What Create Document can fill13 searches find records
Find a document by number or by a custom field, find its status or the latest one in a status, find or create contacts and products, and list documents, contacts, products and comments.
Searches that find nothing, fixed
What stays with people
Automation fills in and passes on. The decisions in a quote stay with your team and your client.
Your client chooses
A Zap never ticks optional items or packages. The client ticks the options they want, then signs and pays in the document.
Your template decides the content
A Zap doesn't choose content blocks. It starts from the template you pick and fills its data items, rows and image cells.
Your rep checks and sends
Create Document can send at once, but most teams leave drafts for a rep to check, then send from QuoteCloud or with Send Document.
Every recipe, set-up guide and reference
Create documents, send events out, connect Zapier or Make, then the full reference, the cost and the answers.
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Create QuoteCloud documents from other appsA new row, deal or form in another app drafts a QuoteCloud document from your template, filled in.Explore
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Send QuoteCloud document events to other appsViewed, signed, paid, expired: each QuoteCloud event can update a CRM, file a PDF or tell the team.Explore
-
QuoteCloud Zapier triggers, actions and searchesAll 56 QuoteCloud Zapier events, searchable, with the fields each one takes and what it passes on.Explore
- QuoteCloud automation recipes for every appEvery QuoteCloud integration in one gallery: CRM, accounting, payments, field service, sheets, files and chat.
- Connect QuoteCloud to Zapier, step by stepCheck the plan, connect QuoteCloud in Zapier, build the first Zap, test it and turn it on.
- Use QuoteCloud with Make, bring your ownConnect Make with its built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from a scenario.
- Data items, price rows and images at creationWhat Create Document can fill: title, data items, price-table rows, recipients, images. What stays with people.
- Test and troubleshoot QuoteCloud ZapsTest with sample records, then fix the usual problems: no match found, expired links, empty rows.
- Who owns your QuoteCloud automationsWhich accounts the Zaps run as, who owns the documents they create, and how to keep a register.
- What automating QuoteCloud costsEssentials and up, plus a fee for each document a Zap or the API creates. Work it out for your volume.
- FAQAnswers to the questions teams ask before automating QuoteCloud with Zapier, Make or the API.
Zapier and Make questions, answered
Does QuoteCloud work with Zapier?
Yes. QuoteCloud has its own Zapier app, on the Essentials plan and up, with 21 triggers, 22 actions and 13 searches. A QuoteCloud event such as a signature can run steps in another app, and an event in another app, such as a new sheet row, can create a QuoteCloud document.
Is there a QuoteCloud app on Make?
No, not a ready-made one. Make is a bring-your-own setup: you connect Make to QuoteCloud with Make's built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own modules for the other app. API access is on Essentials and up.
Which QuoteCloud plan do I need to automate with Zapier or Make?
Essentials or higher. API and Zapier access are on QuoteCloud's Essentials plan and up. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Zapier and Make bill their own plans separately.
Can a Zap fill the price table?
Yes, with rows you map. Create Document has line-item fields (label, notes, quantity, price, term, tax, discount, cost) for the price table you link with its Table API Link Id, and can replace the template's rows. It can't tick the client's options; the client does that in the document.
Can a Zap send the document as well as create it?
Yes. Create Document has an Auto Send Document option with the recipient emails, subject and body, and Send Document sends an existing document now (or schedules it, with Scheduled Document Send on Business). Many teams still leave drafts for a rep to check before sending.
Connect QuoteCloud to the rest of your stack.
Start a free 14-day trial, connect QuoteCloud in Zapier or Make and build your first automation with a test record.