What QuoteCloud with Zendesk can and can't do
The jobs the Zaps do well, the places they stop, and the questions we haven't been able to confirm yet, in one page.
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With QuoteCloud's Zapier app, Zendesk tickets can start quotes, and QuoteCloud events can add internal notes or public replies, set a ticket's status, group and tags, attach the signed PDF and open new tickets. It isn't a native or two-way connection: each Zap runs one way, and a Zap never ticks options or chooses content blocks.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Plinthwork's draft quote PW-2451 with four data items filled from a Zendesk ticket and a price table of 15 seats and onboarding, with Analytics as an option. In front, an illustration of Zendesk ticket #4182's details: requester Dana Whitcombe, organization Mossbank Health Partners, assignee Priyanka Dutt, group Account management, tags seats and quote_request, status Solved.
Data items filled by the Zap
Zendesk ticket- 4182From Zendesk · Ticket ID
Account- Mossbank Health PartnersFrom Zendesk · Organization
Request- Add 15 seats for our second clinicFrom Zendesk · Subject
Account manager- Priyanka DuttFrom Zendesk · Assignee
Your add-on, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Seats for the second clinic | $1,447 | ||
Growth seats, prorated to 1 Feb 2027You can change the number of seats before you sign
|
15 seat | $72.50 | $1,087.50 |
Onboarding session for the new teamRemote, two hours, recorded
|
1 session | $360 | $360.00 |
| Add if you'd like Tick to add | |||
Analytics for the 15 new seatsProrated to 1 Feb 2027
|
15 seat | $15 | $225.00 |
- Subtotal
- $1,447.50
- Tax (10%)
- $144.75
- Total
- $1,592.25
- Plus, monthly
- $0.00/mo
Ticket #4182 · via EmailAdd 15 seats for our second clinic
Solved- Requester
- Dana Whitcombe
- Organization
- Mossbank Health Partners
- Assignee
- Priyanka Dutt
- Group
- Account management
- Tags
- seatsquote_request
Illustration with sample data: a generic help desk ticket, not Zendesk’s screen.
What can the Zendesk Zaps do?
Five jobs, each one a Zap built with QuoteCloud's Zapier app on Essentials and up.
Quotes from tickets
New Tag Added to Ticket or New Ticket in View, then Create Document: a draft from your template with the ticket's details in data items.
Quotes from ticketsStatus on the ticket
Recipient First Viewed Document or Document Signing Complete, then Add Comment to Ticket or Update Ticket, internal or public.
Status on the ticketRepairs and call-outs
Generate or Fetch Document PDF Link, then Attach File to Ticket and Update Ticket to route the approved job.
Repairs & call-outsRenewals and add-ons
Document Expired or Document Lost, then Create Ticket for account management, with an internal first comment.
Renewals & add-onsComments to tickets
Document Comment Event, then Update Ticket: the comment as an internal note, and the ticket back to Open.
Comments to ticketsAlerts
Add Send Channel Message to any of them for Slack or Microsoft Teams.
Zapier or Make: which route suits you?
Both reach the same QuoteCloud events and actions. Neither is a native connection.
Zapier
QuoteCloud's Zapier app has ready-made triggers, actions and searches, beside Zendesk's own Zapier app; no code. On Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume. Zapier bills its own plans.
Make, bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario beside Make's own Zendesk modules. There's no ready-made QuoteCloud app or module list on Make: someone on your team designs each step. API access is on Essentials and up.
Where does it stop?
Honest limits, so nobody is surprised after go-live.
One way per Zap
There's no native connection and no two-way sync. A Zap runs from its trigger to its steps; two directions means two Zaps.
Finding the ticket
A Zap that starts in QuoteCloud needs the ticket ID (a data item) or a Find Tickets search that matches exactly one ticket.
No ticking options
A Zap can fill data items and add price-table rows. It never ticks optional lines or chooses content blocks: the customer does.
Short-lived PDF links
The signed PDF has to be attached in the same Zap that fetches its link. A saved link stops working.
Public is public
A comment set to public is a reply the requester sees, and Zendesk emails it. Choose per step.
Agents still send
The quote recipe drafts; your agent checks the price and sends. Send Document can send straight away for fixed-price add-ons.
Try it on your own help desk
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and test each Zap on a test ticket.
What we haven't confirmed yet
Some details depend on what each app's Zapier step actually passes on, which you'll see in your own Zap's test data. We'd rather tell you than guess.
- Whether QuoteCloud's triggers include custom data items, such as the Zendesk ticket ID, and the recipient's email. If they don't, search with Find Tickets.
- The input fields of Zendesk's Find Tickets search and whether Create Ticket can set a subject: neither is listed on Zapier's public page.
- Whether a comment added with Create Document Comment is visible to the customer on the quote.
- Whether documents created from a Make scenario carry the per-document fee. Ask us for your volume.
Questions about the limits
Is QuoteCloud's Zendesk integration native or two-way?
Neither. QuoteCloud connects to Zendesk through Zapier or Make, and each Zap runs one way, from its trigger to its steps. A ticket can start a quote and a quote event can update the ticket, but those are separate Zaps, and editing the ticket later doesn't change the quote.
Can a Zap choose which options appear in the quote?
No. Create Document can fill data items and add price-table rows you map, but it doesn't tick optional lines or choose content blocks. Optional extras in your template stay there for the customer to tick, and they can change quantities you allow.
Can the Zaps create Zendesk tickets, not just update them?
Yes. Zendesk's Create Ticket on Zapier can open a ticket from a QuoteCloud event, such as an expired or lost renewal, with the requester, group, assignee, priority, tags and an internal or public first comment.
What's the difference between this and Zendesk Sell?
Zendesk is the help desk: tickets, requesters and agents. Zendesk Sell is Zendesk's CRM, with deals and a pipeline. Both connect to QuoteCloud through Zapier or Make, with different recipes; this site covers the help desk.
Is there a fee for documents created through Make?
Ask us for your volume. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume; Make scenarios are bring-your-own, so talk to us about the documents yours will create. Both routes need QuoteCloud's Essentials plan or higher.
More on QuoteCloud and Zendesk
Five use cases with the exact Zapier steps, then how to connect, test and what it costs.
- Turn Zendesk tickets into quotesTag a ticket asking for an upgrade or extra seats and a Zap drafts the quote, with an internal note when it's ready.
- See quote status on the Zendesk ticketViews as internal notes, the signature as a public reply, and the ticket solved when every signer has signed.
- Quote repairs and call-outs from Zendesk ticketsOut-of-warranty repairs and paid call-outs: the signed approval is attached to the ticket and handed to the workshop group.
- Renewals and add-ons from the help deskAn expired or lost renewal quote opens a ticket for account management, so support-led revenue isn't left in an inbox.
- Route quote comments to Zendesk ticketsA customer's comment on the quote lands on their ticket as an internal note and reopens it for the agent.
- Connect Zendesk to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Zendesk in Zapier, build the first Zap and choose internal or public.
- Zendesk to QuoteCloud field mapEvery field the Zendesk Zaps on this site pass, which way it travels and a sample value.
- Test and troubleshoot the Zendesk ZapsTest on a ticket of your own, then fix the usual problems: no ticket found, a note posted publicly, a PDF link expired.
- What the Zendesk connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions support and account teams ask before connecting QuoteCloud and Zendesk.
Know the limits, then build.
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