Connect QuoteCloud to Zapier, step by step
Check the plan, connect your QuoteCloud account in Zapier, build a first Zap that needs no mapping, test it and turn it on.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
You need QuoteCloud's Essentials plan or higher and a Zapier account. In Zapier, create a Zap, choose QuoteCloud as the trigger or action app and follow Zapier's prompts to connect your QuoteCloud account. Pick the event, map the fields from earlier steps, test with a sample record, then turn the Zap on.
Last reviewed by the QuoteCloud team
Before you start
Essentials or higher
QuoteCloud's Zapier app and API are on Essentials and up. The free 14-day trial includes them.
A Zapier account
Zapier is a separate service with its own plans; multi-step Zaps need a plan that allows them.
The right login
Decide whose QuoteCloud login the Zaps use: they act as that user. Who owns the Zaps.
A test record
A test document, sent to yourself, and a test record in the other app, so tests don't reach clients.
Connect QuoteCloud in Zapier
Create a Zap
In Zapier, create a Zap and choose the app whose event should start it. For a QuoteCloud event, search for QuoteCloud.
Pick the event
Choose the trigger by its exact name, such as Recipient First Viewed Document. Every trigger.
Connect your account
Follow Zapier's prompts to connect your QuoteCloud account. Zapier remembers the connection for later Zaps.
Test the trigger
Zapier pulls in a sample event from your account. Open your test document from a private link first so there's one to find.
Add the steps
Add the other app's action, map the fields from the trigger, test each step, then publish the Zap.
A good first Zap: tell the team a quote was opened
Two steps, almost nothing to map, and it doesn't create documents, so there's no per-document fee.
ZapQuote opened → Slack
-
When
QuoteCloudTriggerRecipient First Viewed DocumentFires when an identified private recipient first views a document.Passes on
- Document title
- Recipient name
-
Then
SlackActionSend Channel MessagePosts to the sales channel. More Slack recipes.Mapped in
- Channel
- Message text
Send a test document to your own email address, open it from the email, then test the trigger in Zapier. Your view is the sample, and the Slack message shows how the real ones will read.
Result
The rep hears the moment a client opens the quote, and can call while it's on their screen.
QuoteCloud's Zapier app: Essentials and up
More document eventsThen build the Zaps that save the most time
Create documents
A row, deal or ticket drafts the document from your template.
Create documentsClose and file
Signing complete closes the deal, files the PDF and tells the team.
Send events outYour app's recipes
The full recipes for your CRM, accounting, field service or chat app.
Recipe gallery
Connect it today
Start a free 14-day trial of QuoteCloud and connect it to Zapier with a test document.
Connecting Zapier, answered
Do I need a paid Zapier plan?
It depends on the Zap. Zapier is a separate service with its own plans and task limits, and Zaps with more than one action, or with Filters and Paths, need a plan that allows them. QuoteCloud's side needs the Essentials plan or higher.
Can several people in my team use the same QuoteCloud connection?
Yes, if they share the Zapier account or folder that holds it, but every Zap using it acts as that one QuoteCloud user. Decide whose login it is before you build, and keep a list of the Zaps. See who owns the Zaps.
Why can't my trigger find a sample?
Zapier needs a recent event of that kind in your account. For Recipient First Viewed Document, open a test document from its private recipient link; for Document Signing Complete, sign a test document yourself, then test the trigger again.
More on automating QuoteCloud
- QuoteCloud automation recipes for every appEvery QuoteCloud integration in one gallery: CRM, accounting, payments, field service, sheets, files and chat.
- Create QuoteCloud documents from other appsA new row, deal or form in another app drafts a QuoteCloud document from your template, filled in.
- Send QuoteCloud document events to other appsViewed, signed, paid, expired: each QuoteCloud event can update a CRM, file a PDF or tell the team.
- 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.
- QuoteCloud Zapier triggers, actions and searchesAll 56 QuoteCloud Zapier events, searchable, with the fields each one takes and what it passes on.
- 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.
One connection. Every Zap after it.
Start a free 14-day trial, connect QuoteCloud in Zapier and build your first Zap in a few steps.