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

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!

Add Product

Add a product to your product library

Proposal Created

Triggers when a proposal is created in QuoteCloud

 
 

Proposal Lost

Triggers when a proposal changes to a Lost status

 
 

Proposal Read

Triggers when your end customer reads a proposal

 
 

Proposal Sent

Triggers when your sales team sends a proposal

 
 

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

  • 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

Getting Started

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