Integration to Other Applications via Zapier
All integration to 3rd party applications uses the Zapier Integration platform. This offers a safe and stable platform to transport data between applications. The instructions below provide an introduction to using the Zapier Integration provided for QuoteCloud.
If you require assistance activating this integration suite, please email the QuoteCloud Help Centre at [email protected]
What is Zapier?
Zapier is an online automation tool that connects your favourite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks.
For example, maybe you get many email attachments in your Gmail account, and you want to save them to Dropbox. Every time you get an attachment, you could open up the email, click the attachment, and save it to Dropbox. Or you can have Zapier automate this for you, saving you time and effort.
Key points
- Zapier is the glue that connects thousands of web apps.
- Zaps are workflows that connect your apps so that they can work together.
- Zaps start with a trigger—an event in one of your apps that kicks off your workflow.
- Zaps automate tasks in the background so that you can focus on more important work.
QuoteCloud Workflows:
Actions |
Triggers |
Searches |
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Create New Contact Create a new contact in QuoteCloud which can be used dynamically from the create proposal wizard |
Proposal Approved Triggers when your end customer approves a proposal |
Coming Soon We don't have any searches yet, but check back soon as we have some in the pipeline! |
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Add Product Add a product to your product library |
Proposal Created Triggers when a proposal is created in QuoteCloud |
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Proposal Lost Triggers when a proposal changes to a Lost status |
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Proposal Read Triggers when your end customer reads a proposal |
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Proposal Sent Triggers when your sales team sends a proposal |
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Proposal Closed Triggers when a proposal changes to a Closed status |
Getting Started
From on the QuoteCloud dashboard you will find the "Integration" button within the left-side toolbar. Click this for instant access to QuoteCloud Zapier program. Or simply Click Here.
Accept your QuoteCloud Invitation
The Zapier invitation portal will open and ask if you would like to accept QuoteCloud invitation to use Zapier. Click "Accept Invite & Build a Zap" to continue through to the Zapier dashboard. QuoteCloud will now permanently be linked to your Zapier account. Don't worry you can link QuoteCloud to multiple Zapier account or if you which to disconnect Zapier you can regenerate your API keys within your QuoteCloud settings to disable the link.
Create your First Zap
Lets start by creating our first Zap. On the top right of the Zapier Dashboard you will see a black button labeled, "MAKE A ZAP". Click this button to continue.
Note: The Zapier Dashboard is your home on Zapier. From here you can see your current Zaps and there analytics, Expore new zaps/workflows and see billing/account information.
Key points
-
Templates are like blueprints for popular Zaps. They help you get set up fast, and you can tweak them later.
- You can find new templates and get recommendations on our Explore page.
- Use the Zap editor to build completely custom workflows.
- Edit and manage Zaps from your Zaps page.
- Collaborate on and share Zaps with a Team account.
Search and Select QuoteCloud
Search for "QuoteCloud" in the Zapier Triggers search and click on the "QuoteCloud(BETA)" option.
Choose your Trigger Event
For this demo, we will select the "Quote Approved" trigger event.
Note: The "Quote Approved" trigger event will send an update to Zapier in real-time every time your account has a quote which is set to approved. This included both your client accepting a quote or yourself manually approving the quote in "Update Status". When triggered QuoteCloud will send all the quotes Information through to Zapier and which will then be transmitted to any connected third-party app.
Connect Zapier to QuoteCloud's API
Click the "Sign in with QuoteCloud(BETA)" button to open the Zapier's Connection Wizard.
Note: You must allow browser popup windows for this windows to appear. You may also have to disable some ad-blockers to prevent Zapier losing connection during setup.
QuoteCloud's API Settings
Zapier's Connection Wizard will ask for specific information to connect to QuoteCloud, listed below:
- Username: This is the email address that you used to sign up for QuoteCloud.
- Api Id: This ID is visible when you go to "Configuration" -> "Settings" -> then click "Integrations".
- Api Key: This Key is visible when you go to "Configuration" -> "Settings" -> then click "Integrations".
Once you have provided this information click the "Yes, Continue" button to prompt Zapier to connect to QuoteCloud. When complete return to the main Zapier website.
Note: The Integrations tab also provides you tools to regenerate your API credentials and request help from QuoteCloud Support.
Key points
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Personal Data Security: This switch provides QuoteCloud permission to send the personal data of both your client and your account to any third-party platform. You MUST enable this to send sensitive information to Zapier.
Connect QuoteCloud to Third-party App
QuoteCloud is now successfully setup on the Zapier Platform. You can now connect it to any of the 1000's of platforms available via Zapier.
Note: For further information about setting up zapier for third-party platform's please reference the Zapier guides provided by clicking here, or provided by the connected platform.
Information Sent From QuoteCloud To Zapier
Trusted by millions across the globe to securely sync data across a variety of web services and get work done. Zapier has globally distributed SRE and security teams on-call 24/7. They constantly monitor security notifications around all 3rd party software libraries and if identified, they immediately apply any relevant security patches as soon as they are released. Their engineers work together with the product teams to ensure that all of Zapier’s code and infrastructure is secure.
| Id | The Proposal ID |
|---|---|
| Created | The Date The Proposal Was Created |
| Expired | The Date The Proposal Was Set To Expire |
| Modified | The Date The Proposal Was Last Modified |
| ProposalTitle | The Title Of The Proposal |
|
proposalContactName |
The Name Of The Person The Proposal Was Sent To |
| proposalContactEmail | The Email Of The Person The Proposal Was Sent To |
| proposalCompany | The Company Name The Proposal Was Sent To |
| proposalID | The Proposal ID |
| viewUrl | The URL Used To View The Proposal |
| pdfUrl | The URL Of The PDF Version Of The Proposal |
| Revision | The Revision Number Of The Proposal |
| grandTotalPrice | The Total Price Of The Proposal |
| proposalPriceTables | The Price Tables Of The Proposal |
| proposalExtraInfo | Extra Information Contained In The Proposal |
| proposalContactLastName | The Last Name Of The Person The Proposal Was Sent To |
| proposalContactAddress | The Address Of The Person The Proposal Was Sent To |
| proposalContactPhone | The Phone Number Of The Person The Proposal Was Sent To |
| proposalCustomField1 | Custom Fields Of The Proposal |
| proposalCustomField2 | Custom Fields Of The Proposal |
| proposalCustomField3 | Custom Fields Of The Proposal |
| proposalCustomField4 | Custom Fields Of The Proposal |
| proposalCustomField5 | Custom Fields Of The Proposal |
| proposalCustomField6 | Custom Fields Of The Proposal |
| proposalCustomField7 | Custom Fields Of The Proposal |
| proposalCustomField8 | Custom Fields Of The Proposal |
| proposalCustomField9 | Custom Fields Of The Proposal |
| proposalCustomField10 | Custom Fields Of The Proposal |
| proposalNotes | Notes From The Proposal |
| noteType | The Type Of Note From The Proposal |
| noteDate | The Date The Note Was Created |
| noteTitle | The Title Of The Note |
| noteText | The Body Of The Note |
| consultantName | The Name Of The Person Who Sent The Proposal |
| consultantEmail | The Email Of The Person Who Sent The Proposal |
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