Hand a signed Zendesk Sell deal to support
Sales closes the deal in Zendesk Sell; the team that installs, onboards or services works in Zendesk Support. One Zap on the signature moves the deal to won and opens their ticket, signed PDF attached.
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- Building QuoteCloud since 2013
Build one Zap with QuoteCloud's Zapier app, on Essentials and up. Document Signing Complete starts it; Zendesk Sell's Find Deal and Update Deal move the deal to won; Generate or Fetch Document PDF Link fetches the signed PDF; Zendesk Support's Create Ticket opens a ticket for the delivery team with the PDF attached.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Harrowfield Fire & Security's proposal HF-SP-0436 for Orchard Lane Childcare, $12,313.40 including tax, signed in person by Priya Desai on Marcus Teo's tablet. In front, an illustration of a help-desk ticket created by a Zap: #3118, New install: Orchard Lane Childcare, group Installations, with HF-SP-0436 signed.pdf attached.
Why hand off with a Zap?
At Harrowfield Fire & Security, Marcus Teo sells the system and Wren Halloran books the technicians. Marcus works in Zendesk Sell; Wren and the service team work every install and fault as a Zendesk Support ticket.
The gap between them used to be an email with a PDF, sent when Marcus remembered. Now the signature does it: when Priya Desai signs HF-SP-0436 on Marcus's tablet, one Zap moves the deal to won and opens an Installations ticket with the signed proposal attached, before Marcus has left the site.
- Zendesk Sell and Zendesk Support are separate Zapier apps: connect both in Zapier.
- The PDF link is short-lived, so the ticket gets the file in the same Zap.
- Quoting from support tickets, such as repairs and add-ons, is on the Zendesk Support site.
How do I open a Zendesk Support ticket when a quote is signed?
Five steps and an optional sixth, across three apps. Every name is the exact event you pick in Zapier.
ZapSigned: won in Sell, ticket in Support
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Document reference
- Signed date
-
Then
Zendesk SellSearchFind DealSearches on
- Deal Name
-
Then
Zendesk SellActionUpdate DealMapped in
- Deal
- Stage: Won
-
Then
QuoteCloudActionGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Then
Zendesk SupportActionCreate TicketAn internal first comment, the delivery team's group and the signed PDF.Mapped in
- Subject
- Requester Name
- Requester Email
- Group
- First Comment
- Attachment
- External ID
-
Or
Zendesk SellAction · optionalCreate NoteRecords the ticket number on the deal.Mapped in
- Content
- Related to: deal
The same job can be built in Make, bring your own: QuoteCloud's events and PDF link through Make's built-in OAuth connection, beside Make's own Zendesk Sell and Zendesk modules.
Priya signs at 9:24 am on Thursday. At 9:25 the Orchard Lane deal is won, ticket #3118 is waiting in the Installations group with HF-SP-0436 signed.pdf attached, and the deal's note says where the job went.
Result
The team that delivers has the signed scope the moment the deal closes, in the tool they already work in, without a sales email.
QuoteCloud's Zapier app: Essentials and up
QuoteCloud with Zendesk Support How security & fire contractors connect QuoteCloudSigned in QuoteCloud, a ticket in Zendesk Support
Accept and sign
Priya Desai · Centre director
Signed in person on Marcus's tablet · Thu 29 Oct 2026
Proposal summary
- Total incl. tax
- $12,313.40
- Deposit
- 30%, invoiced by Harrowfield
- Install
- Planned for the week of 9 Nov
Certificate of authenticity and audit trail attached
Activity
- Draft created by a Zap from the Zendesk Sell dealMon 26 Oct, 11:53 am · Deal Enters New Stage
- Sent to Priya DesaiMon 26 Oct, 1:20 pm · by Marcus Teo
- Viewed by PriyaMon 26 Oct, 7:12 pm
- Signed in person by Priya DesaiThu 29 Oct, 9:24 am · on Marcus's tablet
Zap
- Document Signing Complete
- Generate or Fetch Document PDF Link
- Create Ticket
Ticket · ID 3118New install: Orchard Lane Childcare, HF-SP-0436Requester: Priya Desai · Group: Installations
- Status
- New
- Group
- Installations
- Priority
- Normal
- Tags
- new-install, hf-sp-0436
- Attachment
- HF-SP-0436 signed.pdf
Activity timeline
- Ticket createdInternal note: 8 cameras, NVR, 3 readers; signed in person on site. Signed proposal attached.Thu 29 Oct · 9:25 am · Added by a Zap
Illustration with sample data: a generic CRM record, not Zendesk Support’s screen.
The ticket is our illustration of a generic help desk with sample data, not Zendesk's screen.
And the deal says where the job went
Zendesk Sell's Zapier app can't attach files to a deal, so the signed PDF goes where the work happens: the ticket. The optional Create Note step puts the ticket number on the deal instead.
Marcus, or his manager, opens the deal and sees it won, signed on site, and handed to Installations as #3118.
Signing on site, step by stepDeal · ID 48213Orchard Lane Childcare · CCTV & access controlContact: Priya Desai · Orchard Lane Childcare
- Qualified
- Site visit
- Quote
- Won
- Value
- $11,194.00
- Owner
- Marcus Teo
- Contact
- Priya Desai
- Site address
- 14 Orchard Lane
Activity timeline
- Note: install ticket #3118 opened in Zendesk SupportWith the signed proposal attachedThu 29 Oct · 9:25 am · Added by a Zap
- Stage changed to WonHF-SP-0436 signed in person by Priya DesaiThu 29 Oct · 9:25 am · Added by a Zap
- Task: call Priya, she's opened HF-SP-0436Due Tue 27 Oct, 9:00 am · Marcus TeoMon 26 Oct · 7:13 pm · Added by a Zap
- Task: check and send HF-SP-0436Due today, 3:00 pm · Marcus TeoMon 26 Oct · 11:53 am · Added by a Zap
- Stage changed to QuoteBy Marcus Teo, on the Sell mobile app at the siteMon 26 Oct · 11:52 am
- Deal createdFrom a phone enquiry, by Wren HalloranWed 21 Oct · 10:05 am
Illustration with sample data: a generic CRM record, not Zendesk Sell’s screen.
Field map for the hand-off ticket
| Zendesk Support: Zendesk Support field | Direction | QuoteCloud: QuoteCloud or Zendesk Sell value | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Subject | QuoteCloud to Zendesk Support | Document title, document reference | Ticket field | New install: Orchard Lane Childcare, HF-SP-0436 |
|
| Requester Name, Requester Email | QuoteCloud to Zendesk Support | The deal's contact (Find Contact) or the signer | Ticket field | Priya Desai · priya.desai@example.com |
Both are needed to set the requester. |
| Group | QuoteCloud to Zendesk Support | A fixed value | Ticket field | Installations |
|
| First Comment/Description | QuoteCloud to Zendesk Support | Document reference, signed date, a short scope | Ticket field | 8 cameras, NVR, 3 readers; signed in person Thu 29 Oct |
|
| Should the first Comment be public? | QuoteCloud to Zendesk Support | A fixed value | Ticket field | No (internal) |
|
| Attachment | QuoteCloud to Zendesk Support | PDF link (Generate or Fetch Document PDF Link) | Ticket field | HF-SP-0436 signed.pdf |
Same Zap: the link expires. |
| External ID | QuoteCloud to Zendesk Support | Zendesk Sell deal ID | Ticket field | 48213 |
|
| Tags | QuoteCloud to Zendesk Support | A fixed value, document reference | Ticket field | new-install, hf-sp-0436 |
All values are sample data. Group, tags and priority are your own Zendesk Support set-up.
Variations on this recipe
File a copy as well
Upload the same PDF to Microsoft OneDrive or Google Drive in the same Zap, straight after the link is fetched.
Tell the team
Add a Microsoft Teams or Slack channel message, so the install team sees the win before they open the ticket.
Only some deals
Add Filter by Zapier on the document or the deal's pipeline, so only installs open an Installations ticket and service agreements go to another group.
Build it in Make instead
Bring your own: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Zendesk Sell and Zendesk modules. No ready-made QuoteCloud app on Make.
Close in Sell, deliver from Support
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the hand-off Zap with a test deal and a test ticket group.
Build the hand-off Zap in five steps
Connect three apps
In Zapier, connect QuoteCloud, Zendesk Sell and Zendesk Support. They're separate apps with separate sign-ins.
Start with Document Signing Complete
Choose QuoteCloud's Document Signing Complete trigger and test it with a fully signed test quote.
Win the deal
Add Zendesk Sell's Find Deal on the deal's name, then Update Deal with your won stage.
Fetch the PDF and open the ticket
Add Generate or Fetch Document PDF Link, then Zendesk Support's Create Ticket with the PDF link as the attachment and an internal first comment.
Test with a test group
Sign a test quote, check the test deal and a ticket in a test group with an @example.com requester, then switch the Zap on.
Questions about the hand-off
Can a signed quote open a Zendesk Support ticket?
Yes, through a Zap. QuoteCloud's Document Signing Complete trigger starts it, Generate or Fetch Document PDF Link fetches the signed PDF, and Zendesk Support's Create Ticket opens the ticket with the PDF as its attachment. The same Zap can move the Zendesk Sell deal to won first.
Why put the signed PDF on the ticket and not the deal?
Because Zendesk Sell's Zapier app has no action that attaches a file to a deal, and the delivery team works from the ticket anyway. Add Zendesk Sell's Create Note to record the ticket number on the deal, or file a copy in OneDrive or Google Drive in the same Zap.
Will the client get an email when the ticket is created?
That depends on your Zendesk Support triggers, not on QuoteCloud. Keep the first comment internal with Create Ticket's public setting, and test the Zap with an @example.com requester to see what your Zendesk account sends before you switch it on.
Do I need QuoteCloud's Zendesk Support integration as well?
Not for this Zap: it uses Zendesk Support's own Zapier app as one step. If your support team also quotes from tickets, for repairs, call-outs or add-ons, that's a separate set of Zaps, covered on QuoteCloud's Zendesk Support integration pages.
More on QuoteCloud and Zendesk Sell
Four use cases with the exact Zapier steps, then how to connect and test, the limits and the cost.
- Quote from a Zendesk Sell deal on the moveMove a deal to your quote stage from the site and a Zap drafts the quote, with a task waiting for the rep.
- Sign on site, won in Zendesk SellThe client signs in person on the rep's device; a Zap moves the Zendesk Sell deal to won and books the next step.
- Zendesk Sell tasks from quote activityFirst views, expired quotes and lost quotes become tasks, notes and stage changes in the rep's Zendesk Sell list.
- Connect Zendesk Sell to QuoteCloud and test itThe plan, the two connections in Zapier, the field map, how a Zap finds the deal again, Make, and a test run.
- What QuoteCloud with Zendesk Sell can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Zendesk Sell connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales teams ask before connecting QuoteCloud and Zendesk Sell.
Won in Sell. Ticketed in Support.
Start a free 14-day trial and build the Zap that hands every signed deal to the team that delivers it.