Salesflare Salesflare Integrations

QuoteWerks and Salesflare

Sales & CRM quotewerks.com ↗

How to connect QuoteWerks

What you can automate

  • When new Opportunity in Salesflare, create Quote in QuoteWerks.

About QuoteWerks

QuoteWerks is a quoting and proposal software that creates quotes, orders, and invoices.

QuoteWerks operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Document Converted — Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
  • Document Deleted — Triggers when a quote, order, or invoice is deleted in QuoteWerks.
  • Document Printed — Triggers when a document is printed, emailed, or sent via QuoteValet.
  • Document Saved — Triggers when a quote, order, or invoice is saved in QuoteWerks.
  • New Document — Triggers when a new quote, order, or invoice is created in QuoteWerks.
Show 7 more triggers
  • Quote Accepted (QuoteValet) — Triggers when a customer accepts a document in QuoteValet.
  • Quote First Viewed by Customer (QuoteValet) — Triggers when a document is viewed externally for the first time by an unauthenticated recipient (typically the customer).
  • QuoteWerks: Contact Search Requested — Triggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
  • QuoteWerks: Opportunity Fetch Requested — Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
  • QuoteWerks: Opportunity Form Init Requested — Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
  • QuoteWerks: Opportunity Upsert Requested — Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
  • QuoteWerks: Product Search Requested — Triggers when a QuoteWerks user runs a product search against a Zapier-backed catalog data source. Your Zap should query your catalog for the requested terms, then end with the "Respond to QuoteWerks Product Search" action so QWW can populate the product results grid. QWW will time out after 30 seconds. Each Zap is tied to ONE QuoteWerks data source row via its Data Source ID (paste it from Setup → Product Data Sources in QuoteWerks).

Actions (9)

Things Salesflare can make it do

  • Create Line Item — Adds a line item (DocumentItem) to an existing quote in QuoteWerks.
  • Create Quote — Creates a new quote (DocumentHeader) in QuoteWerks.
  • Respond to QuoteWerks Contact Search — Sends a list of contacts back to a QuoteWerks user who is waiting on a contact search. Use this in pair with the "QuoteWerks: Contact Search Requested" trigger. Map the Callback Token from the trigger, then map each Contacts field ONCE — Zapier zips your CRM's per-record fields into the array of contacts QuoteWerks displays. No Code by Zapier or JSON authoring required.
  • Respond to QuoteWerks Opportunity Fetch — Sends the current values of a linked CRM opportunity back to QuoteWerks so the Create/Update Opportunity dialog can open pre-filled instead of blank. Use in pair with the "QuoteWerks: Opportunity Fetch Requested" trigger. Map the Callback Token from the trigger, then map each opportunity field from your CRM's Find Deal/Opportunity step.
  • Respond to QuoteWerks Opportunity Init — Sends CRM picklists back to QuoteWerks so the Create/Update Opportunity dialog can show real dropdowns. Use in pair with the "QuoteWerks: Opportunity Form Init Requested" trigger. Map the Callback Token from the trigger, then map whichever picklists your CRM offers (Stages, Owners, Types, Forecasts) — each list is independent and any omitted list falls back to free-text in QuoteWerks.
Show 4 more actions
  • Respond to QuoteWerks Opportunity Upsert — Sends the new (or updated) CRM opportunity ID back to a QuoteWerks user who is waiting on an opportunity upsert. Use this in pair with the "QuoteWerks: Opportunity Upsert Requested" trigger. Map the Callback Token from the trigger and the Opportunity ID from your CRM's create/update step. QuoteWerks stores the ID on the document so the next save updates the same opportunity.
  • Respond to QuoteWerks Product Search — Sends a list of products back to a QuoteWerks user who is waiting on a product search. Use this in pair with the "QuoteWerks: Product Search Requested" trigger. Map the Callback Token from the trigger, then map each Product field ONCE — Zapier zips your catalog's per-record fields into the array of products QuoteWerks displays. No Code by Zapier or JSON authoring required.
  • Update Line Item — Updates an existing line item (DocumentItem) in QuoteWerks.
  • Update Quote — Updates an existing quote (DocumentHeader) in QuoteWerks.

Searches (2)

Look up existing records

  • Find Line Item — Finds line items (DocumentItems) in QuoteWerks by line item ID, quote, part number, or description.
  • Find Quote — Finds a quote (DocumentHeader) in QuoteWerks by various fields.

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