Send QuoteCloud document events to other apps
Viewed, signed, paid, expired: each moment in a QuoteCloud document can start a Zap that files the PDF, logs the payment, updates the CRM or tells the team.
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QuoteCloud's Zapier triggers fire when a document is first viewed, signed by a recipient, fully signed, paid, part paid, expired, lost or changes status. Each can start a Zap that updates another app, such as filing the signed PDF in OneDrive, posting in Microsoft Teams or updating a sheet. It's on Essentials and up, with no per-document fee.
Last reviewed by the QuoteCloud team
Halden Climate Co.'s system quote HC-5108 for Claire and Tom Hadley, sample data: both have signed (2 of 2, Sunday 18 October), the 20% deposit of $4,673.68 is paid through Stripe, and the activity shows the quote opened, signed, the deposit paid and the signed PDF filed and the team told by a Zap.
The quote is signed. Now what?
A signature or a deposit is the moment work starts for other people: the install team needs the signed scope, accounts needs the payment, sales needs the deal closed. Without automation someone has to notice, download, forward and update, often hours later.
QuoteCloud's Zapier triggers fire at each of those moments. A Zap then runs the steps in the other apps, in seconds and the same way every time.
What happens the moment every signer has signed?
One Zap files the signed PDF and tells the install team, before anyone asks.
ZapSigning complete → file and tell the team
-
When
QuoteCloudTriggerDocument Signing CompleteFires once, when all required signatures are done.Passes on
- Document number
- Title
- Signer details
- Totals
-
Then
QuoteCloudActionGenerate or Fetch Document PDF LinkPDF Mode 'Use Current PDF' includes the signatures. The link is short-lived.Mapped in
- Document Number
- PDF Mode
-
Then
OneDriveActionUpload FileUploads the PDF straight away, into the client's folder.Mapped in
- File (the PDF link)
- Folder
- File name
-
Then
Microsoft TeamsActionSend Channel MessageMicrosoft Teams recipes.Mapped in
- Channel
- Message
Claire Hadley signs HC-5108 at 7:42 pm on Sunday and Tom at 7:55 pm. Document Signing Complete fires once, after Tom. The signed PDF is in the Hadleys' OneDrive folder and the install channel has the job before Monday's planning meeting.
Result
The signed copy is filed and the team knows, with no download and no forwarding.
QuoteCloud's Zapier app: Essentials and up. No per-document fee: nothing is created in QuoteCloud.
Every QuoteCloud trigger QuoteCloud for HVAC businessesDeposit paid? Log it where accounts looks
The client pays inside the document through Stripe or PayPal; a Zap passes the payment on.
ZapDeposit paid → deposits sheet
-
When
QuoteCloudTriggerDocument Part PaidFires when a document is partly paid, such as a deposit.Passes on
- Document number
- Title
- Totals
-
Then
Google SheetsSearchLookup Spreadsheet RowFinds the job's row by its document number.Searches on
- Lookup column: Document
- Lookup value
-
Then
Google SheetsActionUpdate Spreadsheet RowMapped in
- Row
- Deposit status: Paid
- Paid on
Stripe and PayPal connect to QuoteCloud directly; the Zap only passes the payment on. Document Paid fires when the document is fully paid, and Document Payment Event covers received, failed and refunded payments.
The Hadleys pay the 20% deposit, $4,673.68, by card through Stripe as they sign. The deposits sheet that Halden's office manager works from shows HC-5108 as paid a moment later.
Result
Accounts sees the deposit without logging in to QuoteCloud or the payment provider.
QuoteCloud Payments (Stripe, PayPal): Essentials and up
Which trigger for which moment?
Pick the trigger that matches the moment, then the steps in the other app.
Opened
Recipient First Viewed Document fires when an identified private recipient first views it. Tell the owner while the client is reading. Slack recipes.
Each signature
Recipient Signed Document fires once for each signer, when they finish every signature field assigned to them. Log progress; chase the rest.
Fully signed
Document Signing Complete fires once, when all required signatures are done. Close the deal, invoice, file the PDF.
Paid
Document Paid (fully paid), Document Part Paid (such as a deposit) and Document Payment Event (received, failed or refunded).
Expired or lost
Document Expired and Document Lost: create a follow-up, a calendar event, or mark the deal lost. Google Calendar recipes.
Any status
Document Status Changed fires for the status you pick, such as Accepted, so one Zap can follow one stage of your process.
File your next signed quote automatically
Start a free 14-day trial, sign a test document yourself and watch the Zap run.
Build the signed-to-filed Zap
Pick the trigger
In Zapier, choose QuoteCloud's Document Signing Complete and connect your QuoteCloud account.
Fetch the PDF link
Add Generate or Fetch Document PDF Link with the document number and PDF Mode 'Use Current PDF'.
Upload it at once
Add OneDrive's Upload File as the very next step, using the link as the file, so it's used before it expires.
Tell the team
Add Microsoft Teams' Send Channel Message (or Slack's) with the document title and who signed.
Test and turn on
Sign a test document yourself, check the file and the message, then turn the Zap on.
Document events, answered
Can QuoteCloud tell Microsoft Teams or Slack when a quote is signed?
Yes, through Zapier. Use QuoteCloud's Document Signing Complete trigger, or Recipient Signed Document for each signer, then Microsoft Teams' or Slack's Send Channel Message. It's on Essentials and up, and the Zap carries no QuoteCloud per-document fee.
How do I save signed QuoteCloud PDFs to OneDrive or another drive?
In one Zap: Document Signing Complete, then Generate or Fetch Document PDF Link, then the storage app's upload step straight away. The PDF link is short-lived on purpose, so upload it in the same Zap rather than saving the link.
Can a Zap react to a deposit being paid?
Yes. Document Part Paid fires when a document is partly paid, such as a deposit taken through Stripe or PayPal inside the document, and Document Paid when it's fully paid. The payment itself is taken by QuoteCloud Payments, not by Zapier.
Do these Zaps cost anything in QuoteCloud?
No QuoteCloud fee beyond your plan. The per-document fee applies only to documents created through Zapier or the API. Zaps that react to events and update other apps use tasks on your Zapier plan.
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.
- 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.
- 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.
Signed in QuoteCloud. Known everywhere else.
Start a free 14-day trial and let every signature and payment reach the apps that run the work.