Salesflare Salesflare Integrations

QuoteCloud and Salesflare

Proposal & Invoice Management quotecloud.net ↗

How to connect QuoteCloud

What you can automate

  • When new Contact Created in QuoteCloud, find or create contact in Salesflare.
  • When contact Updated in QuoteCloud, find or create contact in Salesflare.
  • When form Submitted on Document in QuoteCloud, find or create contact in Salesflare.

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

QuoteCloud operations on Zapier

Triggers (17)

Start a workflow when this happens

  • Contact Removed — Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
  • Contact Updated — Triggers when a QuoteCloud contact genuinely changes.
  • Document Comment Event — Triggers when a QuoteCloud document comment is created, resolved or reopened.
  • Document Created — Triggers when a customer QuoteCloud document is fully created.
  • Document Delivery Failed — Triggers when an email bounces or document delivery fails.
Show 12 more triggers
  • Document Delivery Status Changed — Triggers when a QuoteCloud document delivery changes state, optionally filtered to one state.
  • Document Expired — Triggers when a QuoteCloud document expires.
  • Document Part Paid — Triggers when a QuoteCloud document is partially paid.
  • Document Payment Event — Triggers when a customer payment against a QuoteCloud document is received, fails or is refunded.
  • Document Review Accepted — Triggers when a QuoteCloud document workflow review is accepted.
  • Document Review Requested — Triggers when a QuoteCloud document enters workflow review.
  • Document Status Changed — Triggers when a document changes to the specified status within your account.
  • Form Submitted on Document — Triggers when a recipient submits a form on a document.
  • New Contact Created — Triggers when a new contact is added to the address book.
  • Product Changed — Triggers when a product is created, updated, activated, or deactivated.
  • Recipient First Viewed Document — Triggers when an identified private recipient first views a document.
  • Recipient Signed Document — Triggers when an identified recipient completes every signature field assigned to them.

Actions (22)

Things Salesflare can make it do

  • Add Document Recipient — Adds an existing QuoteCloud contact or new recipient details to an editable document.
  • Approve or Reject Document Workflow — Records the connected pending approver’s decision for a QuoteCloud document.
  • Archive Document — Archives every version in a QuoteCloud document revision family.
  • Cancel Scheduled Document Delivery — Cancels a scheduled QuoteCloud document delivery.
  • Create Document — Creates a document with user details and proposal template and pricing information all potentially supplied.
Show 17 more actions
  • Create Document Comment — Creates a document-level comment on a QuoteCloud document.
  • Create New Contact — Adds a new contact into the QuoteCloud contacts address book
  • Create Product — Adds or updates a product in the QuoteCloud product catalog
  • Duplicate or Revise Document — Create an independent duplicate or a formal revision of an existing QuoteCloud document.
  • Find or Create Contact — Finds a QuoteCloud contact by exact email, or creates it when no match exists.
  • Find or Create Product — Finds a QuoteCloud product by exact company-scoped SKU, or creates it when no match exists.
  • Generate or Fetch Document PDF Link — Return a short-lived secure PDF link, generating the PDF when requested.
  • Reschedule Document Delivery — Moves a scheduled QuoteCloud delivery to a new date and time.
  • Resolve or Reopen Document Comment — Resolves or reopens an existing QuoteCloud document comment.
  • Restore Document — Restores every version in a QuoteCloud document revision family.
  • Retry Document Delivery — Queues a failed or review-required QuoteCloud delivery for another attempt.
  • Send Document — Send an existing QuoteCloud document now or schedule it.
  • Transfer Document Ownership — Transfer a QuoteCloud document to an active teammate you are allowed to assign.
  • Update Contact — Updates an existing QuoteCloud contact without creating a new contact.
  • Update Document Details and Forecast — Updates selected QuoteCloud document details, forecast values and custom fields.
  • Update Document Recipient — Updates the exact recipient reference returned by Find Document.
  • Update Document Status — Update the status of a document

Searches (12)

Look up existing records

  • Find Contact — Find a QuoteCloud contact by exact email address or ID.
  • Find Document — Finds a QuoteCloud document by its public document number, with summary or full detail.
  • Find Document Status — Find a QuoteCloud document and return its current status.
  • Find Document by Field — Finds the newest QuoteCloud document matching a document number, ID, title, subtitle or custom field, with the same details as the Document Status Change trigger.
  • Find Product — Find active QuoteCloud products by exact SKU or ID.
Show 7 more searches
  • Find Scheduled Document Delivery — Finds a scheduled QuoteCloud document delivery by its delivery reference.
  • Find or Create Contact — Finds a QuoteCloud contact by exact email, or creates it when no match exists.
  • Find or Create Product — Finds a product by exact company-scoped SKU, or creates it when no match exists.
  • List Contacts — Returns a bounded, cursor-paginated page of QuoteCloud contacts.
  • List Document Comments — Returns a bounded, cursor-paginated page of document comments.
  • List Documents — Find a bounded page of QuoteCloud documents using indexed filters.
  • List Products — Returns a bounded, cursor-paginated page of QuoteCloud products.

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