QuoteCloud Zapier triggers, actions and searches

Fires when a customer QuoteCloud document is fully created.

Use it to

Log every new quote in a sheet or a CRM, wherever it was created from.

Fires when a document changes to the status you pick. Accepted means the customer accepted or approved the quote; Signing Complete means all signers have signed.

Options

• Document Status (required)
• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

One Zap per status you care about, such as a status column on a work board.

Fires when a QuoteCloud document is accepted.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Hand accepted work to job management or accounting.

Fires when a document has all its required signatures. Use it when every signer must have signed.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Mark the deal won, invoice, and file the signed PDF.

Fires when an identified recipient completes every signature field assigned to them, so once for each signer.

Use it to

Log each signature on the deal and chase the signers still to sign.

Fires when an identified private recipient first views a document.

Use it to

Tell the owner in Slack or Microsoft Teams while the client is reading.

Fires when a QuoteCloud document expires.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Create a follow-up task or a Google Calendar event for the owner.

Fires when a QuoteCloud document is marked as lost.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Mark the CRM deal lost, with the reason.

Fires when a QuoteCloud document is fully paid.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Record the payment in accounting and tell the team.

Fires when a QuoteCloud document is partially paid, such as a deposit.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Update a deposits sheet and book the job.

Fires when a customer payment against a document is received, fails or is refunded.

Options

• Payment Event

Use it to

Leave Payment Event blank for every event, or pick one, such as failed payments for the accounts team.

Fires when a document's delivery changes state, for every state or the one you pick.

Options

• Delivery Status

Use it to

Track delivery in a sheet, or watch for one state only.

Fires when an email bounces or a document's delivery fails.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Alert the owner to fix the address, then run Retry Document Delivery.

Fires when a recipient submits a form on a document.

Use it to

Send onboarding or brief answers to the CRM or a sheet.

Fires when a comment on a document is created, resolved or reopened.

Options

• Comment Event

Use it to

Post client questions to the team's channel. Leave Comment Event blank for all comment events.

Fires when a document enters workflow review.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Tell the approver in chat that a quote is waiting.

Fires when a document's workflow review is accepted.

Options

• Raw Pricing and E-Sign Data

Passes on

The document's line items, totals and signer details; the raw editor data only if you ask for it.

Use it to

Tell the rep the quote is approved and ready to send.

Fires when a new contact is added to the QuoteCloud address book.

Use it to

Add new QuoteCloud contacts to the CRM or a mailing list.

Fires when a QuoteCloud contact genuinely changes.

Use it to

Keep the CRM's copy of the contact up to date.

Fires when a QuoteCloud contact is deleted, with the contact's details as they were just before.

Use it to

Flag or archive the matching record elsewhere.

Fires when a product is created, updated, activated or deactivated.

Options

• Change Type

Use it to

Keep a price list or an online catalogue in step with QuoteCloud's product library.

Creates a document from a template, with the recipient's details and pricing information supplied by the Zap.

Fields

• Document Title (required)
• Document Subtitle
• Replace Existing Pricing Table Rows
• Table API Link Id
• Line Item Label
• Line Item Notes
• Row Type (required)
• Price
• Quantity
• Term Based Product (required)
• Term
• Tax Type
• Tax
• Discount Type
• Discount
• Cost
• Auto Send Document (required)
• Send to Email Addresses
• Send CC Email Addresses
• Send Email Subject
• Send Email Body
• Send Email Attach PDF

Use it to

Draft quotes from deals, rows and forms. What it can fill, field by field.

Adds an existing QuoteCloud contact, or new recipient details, to an editable document.

Fields

• Document Number (required)
• Existing Contact
• First Name
• Last Name
• Email Address
• Phone Number
• Mobile Number
• Job Title
• Company
• Address
• Account Reference
• Recipient Role (required)
• Notify Document Owner When Opened (required)

Use it to

Add a second signer, such as a director, after Create Document.

Sends an existing QuoteCloud document now, or schedules it.

Fields

• Document Number (required)
• To (required)
• CC
• BCC
• Email Subject
• Email Content
• Attach Document PDF
• Document Expires At

Use it to

Send once a reviewer has checked the draft, with the expiry date set.

Creates an independent duplicate or a formal revision of an existing document.

Fields

• Document Number (required)
• Copy Type (required)
• New Document Title

Use it to

Start a renewal or a revised quote from the one the client already has.

Copies an image into a named image cell on a quote or template and checks the saved block.

Fields

• Document Number or Reference (required)
• Image Target (required)
• Cell ID
• Image File
• File Name
• MIME Type
• Source System
• Source File ID
• Source Version
• Alt Text
• Fit
• Focal Point X
• Focal Point Y
• Zoom
• Idempotency Key

Use it to

Put the client's logo or a site photo in the image cell whose API Link ID you set on the template.

Updates a document's status.

Fields

• Document Number or Reference (required)
• New Status (required)
• Outcome Reason

Use it to

Mark a quote lost or cancelled when the CRM deal is lost, with the reason.

Updates selected document details, forecast values and custom fields.

Fields

• Document Number (required)
• Title
• Subtitle
• Renewal Date
• Forecast Date
• Forecast Confidence
• Forecast Estimated Value
• Clear Fields

Use it to

Keep the forecast in step with the CRM's close date and probability.

Updates the exact recipient returned by Find Document (email is not used to find them).

Fields

• Document Number (required)
• Recipient Reference (required)
• First Name
• Last Name
• Email Address
• Phone Number
• Mobile Number
• Job Title
• Company
• Address
• Account Reference
• Recipient Role
• Notify Document Owner When Opened

Use it to

Correct a recipient's email after Document Delivery Failed.

Transfers a document to an active teammate you're allowed to assign.

Fields

• Document Number (required)

Use it to

Give documents a Zap created to the rep who owns the deal. See who owns the Zaps.

Archives every version in a document's revision family.

Fields

• Document Number (required)

Use it to

Tidy away quotes for deals closed elsewhere.

Restores every version in a document's revision family.

Fields

• Document Number (required)

Use it to

Bring back a quote archived by mistake.

Returns a short-lived, secure PDF link, generating the PDF when needed (Use Current PDF includes signatures and acceptance).

Fields

• Document Number (required)
• PDF Mode (required)

Use it to

Upload the signed PDF to OneDrive or a CRM record in the same Zap, before the link expires.

Renders a saved page as a fresh PNG and returns a secure URL valid for one hour.

Fields

• Document Number (required)
• Page ID
• Preview Width

Use it to

Show a picture of the quote's first page in a chat message or a ticket.

Cancels a scheduled document delivery.

Fields

• Delivery Reference (required)

Use it to

Stop a scheduled send when the deal is lost first.

Moves a scheduled delivery to a new date and time.

Fields

• Delivery Reference (required)
• New Delivery Time (required)
• Time Zone (required)

Use it to

Follow a meeting that moved in the calendar.

Queues a failed or review-required delivery for another attempt.

Fields

• Delivery Reference (required)

Use it to

Resend after the address is fixed.

Adds a document-level comment to a document.

Fields

• Document Number (required)
• Comment (required)

Use it to

Leave a note for the team on the document, such as the CRM deal's latest note.

Resolves or reopens an existing comment.

Fields

• Document Number (required)
• Comment Reference (required)
• Action (required)

Use it to

Close a comment once the question is answered elsewhere.

Records the connected user's decision when they're the pending approver.

Fields

• Document Number (required)
• Decision (required)
• Reason

Use it to

Approve from an approval tool or chat. It acts as the QuoteCloud user the Zap is connected with.

Adds a new contact to the QuoteCloud address book.

Fields

• Email Address (required)
• First Name (required)
• Last Name
• Phone Number
• Mobile Number
• Job Title
• Address
• Company Name
• Company Account Reference

Use it to

Add CRM contacts to QuoteCloud. Prefer Find or Create Contact to avoid duplicates.

Updates an existing contact; it never creates one when there's no match.

Fields

• Find Contact By (required)
• Existing Email Address or Contact ID (required)
• New Email Address
• First Name
• Last Name
• Phone Number
• Mobile Number
• Job Title
• Address
• Company Name
• Company Account Reference

Use it to

Keep QuoteCloud contacts matched to the CRM's.

Adds or updates a product in the QuoteCloud product catalogue.

Fields

• QuoteCloud Product Id
• Product Short Name (Unique) (required)
• Folder Name (required)
• Sub Folder
• Sub Folder 2
• Pricing Table Line Item Name (required)
• Product SKU
• Description
• Price (required)
• Published Product (required)
• Recipients Can Edit Quantity (required)
• Recipient Can Edit Term (required)
• Term Based Pricing (required)
• Product Pricing Term
• Product Default Quantity
• Lock Pricing Label (required)
• Lock Pricing Value (required)
• Lock Term Value (required)
• Lock Pricing Notes (required)
• Product Image 1 to 5

Use it to

Keep the product library in step with an inventory or accounting system.

Finds a document by its public document number, with summary or full detail.

Searches on

• Document Number (required)
• Detail Level (required)

Returns

Summary is faster; Full also loads recipients, pricing, forms, signatures and links.

Use it to

Get the recipient reference that Update Document Recipient needs.

Finds the newest document whose number, ID, title, subtitle or custom field matches a value exactly, including capitalisation.

Searches on

• Search By (required)
• Search Value (required)

Returns

The newest match, with the same details as the Document Status Changed trigger.

Use it to

Find the quote for a CRM deal by the deal ID you stored in a custom field.

Finds a document and returns its current status.

Searches on

• Document Number or Reference (required)

Use it to

Check a quote is still open before a reminder goes out.

Finds the document that most recently moved into the status you pick.

Searches on

• Document Status (required)

Use it to

Pick up the latest accepted quote in a scheduled Zap.

Returns a page of up to 100 documents using indexed filters.

Searches on

• Status Changed After
• Sort By
• Document Status
• Owner Email
• Document Source
• Created After
• Created Before
• Page Size
• Page Cursor

Returns

A page of documents; continue with Next Page Cursor while Has More Pages is true.

Use it to

A weekly digest of open quotes for each owner (Owner Email and Document Source can't be combined).

Finds a scheduled delivery by its delivery reference.

Searches on

• Delivery Reference (required)

Use it to

Check a scheduled send before moving or cancelling it.

Returns a page of up to 100 comments on a document.

Searches on

• Document Number (required)
• Comment Status
• Page Size
• Page Cursor

Use it to

Copy open client questions into a ticket.

Finds a contact by exact email address or contact ID.

Searches on

• Search By (required)
• Email Address or Contact ID (required)

Use it to

Check a client is already in QuoteCloud before a document is created.

Finds a contact by exact email, or creates it when there's no match.

Searches on

• Email Address (required)
• First Name (required)
• Last Name
• Phone Number
• Mobile Number
• Job Title
• Address
• Company Name
• Company Account Reference

Use it to

The usual first step before Create Document, so the recipient exists once.

Returns a page of up to 100 contacts.

Searches on

• Page Size
• Page Cursor

Use it to

Export the address book in batches.

Finds active products by exact SKU or product ID.

Searches on

• Search By (required)
• SKU or Product ID (required)

Use it to

Check a SKU exists before a Zap updates it.

Finds a product by exact SKU within your account, or creates it when there's no match.

Searches on

• QuoteCloud Product Id
• Product Short Name (Unique) (required)
• Folder Name (required)
• Sub Folder
• Sub Folder 2
• Pricing Table Line Item Name (required)
• Product SKU
• Description
• Price (required)
• Published Product (required)
• Recipients Can Edit Quantity (required)
• Recipient Can Edit Term (required)
• Term Based Pricing (required)
• Product Pricing Term
• Product Default Quantity
• Lock Pricing Label (required)
• Lock Pricing Value (required)
• Lock Term Value (required)
• Lock Pricing Notes (required)
• Product Image 1 to 5

Use it to

Load new items from a supplier list without duplicates. It takes the same fields as Create Product.

Returns a page of up to 100 products.

Searches on

• Product State (required)
• Page Size
• Page Cursor

Use it to

Copy the active catalogue to a sheet for a price review.