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.
Won Quote ; Triggers when a quote is won
Proposed Quote ; Triggers when a quote is proposed to a customer (sent or marked as done)
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)
Invoice Created ; Triggers when an invoice is created (sent or marked as done).
Contact Updated ; Triggers when a contact is updated
Contact Deleted ; Triggers when a contact is deleted
Order Created ; Triggers when an order is created (marked as done)
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
Activate the Zapier integration from QuoteMachine
Log in to your Zapier account
Get access to the QuoteMachine App by following this link
Navigate to "My Apps" from the top menu bar.
Now click on "Connect a new account..." and search for "QuoteMachine"
Use your credentials provided at step 1 to connect your QuoteMachine account to Zapier.