QuoteMachine's Zapier integration makes it easy to connect to the apps you're already using. Here are some examples of what you can do using Zapier:

  • Export payments made on quotes to Google Sheets

  • Subscribe new customers to a Mailchimp list

  • Upload a PDF copy of a completed invoice to Google Drive

What triggers and actions does Zapier support?

Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.

Triggers

Quotes

  • Won Quote ; Triggers when a quote is won

  • Proposed Quote ; Triggers when a quote is proposed to a customer (sent or marked as done)

Payments

  • Quote Payment Transaction Updated ; Triggers when a quote deposit is updated (received and then captured or declined)

  • Invoice Payment Transaction Updated ; Triggers when an invoice payment is updated (received and then captured or declined)

  • Order Payment Transaction Updated ; Triggers when an order deposit payment is updated (received and then captured or declined)

Invoices

  • Invoice Created ; Triggers when an invoice is created (sent or marked as done).

Contacts

  • Contact Updated ; Triggers when a contact is updated

  • Contact Deleted ; Triggers when a contact is deleted

Orders

  • Order Created ; Triggers when an order is created (marked as done)

Actions

  • Create a Person ; Creates a new person

  • Create an Organization ; Creates a new organization (company)

  • Find a Contact ; Search of a Contact by Email or ID

How to connect Zapier to QuoteMachine

  1. Activate the Zapier integration from QuoteMachine

  2. Log in to your Zapier account

  3. Get access to the QuoteMachine App by following this link

  4. Navigate to "My Apps" from the top menu bar.

  5. Now click on "Connect a new account..." and search for "QuoteMachine"

  6. Use your credentials provided at step 1 to connect your QuoteMachine account to Zapier.

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