WeQuote and Salesflare

How to connect WeQuote

When customer Created in WeQuote, find or create account, then find or create contact, then add contact to account in Salesflare.
When invoice Created in WeQuote, create opportunity, then find or create contact in Salesflare.
When invoice Status Changed in WeQuote, create opportunity, then find or create contact in Salesflare.
When purchase Order Created in WeQuote, create opportunity, then find or create contact in Salesflare.
When purchase Order Status Changed in WeQuote, create opportunity, then find or create contact in Salesflare.
When quote Created in WeQuote, create opportunity in Salesflare.

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

Start a workflow when this happens

Customer Created — Triggers when a Customer is created
Invoice Created — Triggers when a invoice is created
Invoice Status Changed — Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
List Area — List all areas in a quote
List Area Group — List all area groups in a quote

Show 17 more triggers

List Area and Area Groups — List all areas and area groups in a quote
List Currencies — List all the currencies enabled in the Wequote account
List Invoices — List all invoices ordered by most recently created
List Product — List all products in an organisation
List Project — List the projects under your organisation
List Purchase Order Lines — List all the Purchase order lines under the Purchase order
List Purchase Orders — List all the Purchase Orders under the project
List Quote Lines — List all line items in a quote
List Secondary Companies — List secondary companies added to your WeQuote account
List Subsystems — List all the subsystems in the organisation
List Suppliers — List the suppliers under your organisation
Project Created — Triggers when a Project is created
Project Status Changed — Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Purchase Order Created — Triggers when a PO is created
Purchase Order Status Changed — Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Quote Created — Triggers when a quote is created or cloned
Quote Status Changed — Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).

Things Salesflare can make it do

Add Contact to Customer — Add a contact to a customer on WeQuote
Add Documents to Project — Add Documents to Project
Add Notes to Project — Add Notes to Project
Add Product to Quote — Adding the products to the quote in Wequote
Change Purchase Order Status — Change the status of the Purchase Order in Wequote

Show 13 more actions

Clone a Quote — Create a new Quote by duplicating and existing Quote.
Create Area or Area Group — Create an Area or Area Group for a quote on WeQuote
Create Blank Purchase Order — Create a blank PO on the WeQuote
Create Custom PO Line — Create a Custom PO Line on WeQuote
Create Revision of a Quote — Create a revision of a sent quote
Create a Customer — Creates a Customer on WeQuote using the supplier information.
Create a Quote — Creates a Quote on your account using the supplied Customer.
Find or Add a Customer's Contact — Find a customer contact using the customer's ID
Find or Create Customer — Find a customer with their account number
Find or Create Quote — Find a Quote with either the quote number or description.
Get Quote Lines — Retrieve a list of quote lines from WeQuote using the Quote's ID.
Get a Quote — Retrieve a quote from WeQuote using the Quote's ID.
Send Quote Proposal — Send a proposal for a quote from WeQuote using the Quote's ID.

Look up existing records

Create Area or Area Group — Create an Area or Area Group for a quote on WeQuote
Find Area — Retrieve area from a quote using the quote ID and description.
Find Area Group — Retrieve area group from WeQuote using the ID and description.
Find Customer — Find a customer with their account number
Find Invoice — Fetch the invoice details based on the invoice number

Show 14 more searches

Find Project — Fetch the project details based on the project number and description
Find Purchase Order — Fetch the purchase order details by passing the po number
Find Quote — Find a Quote with either the quote number or description.
Find Subsystems — Retrieve subsystems from WeQuote description.
Find Supplier — Fetch the supplier details by passing the name
Find a Contact — Find a customer contact using the customer's ID
Get Area/Area Group — Retrieve area or area group from WeQuote using the ID.
Get Invoice — Fetch the invoice details by passing the invoice id
Get Product — Retrieve the product based on the SKU
Get Project — Fetch the project details by passing the project id
Get Purchase Order — Fetch the purchase order details by passing the id
Get Supplier — Fetch the supplier details by passing the id
Get a Contact — Get a contact from a WeQuote ID
Get a Customer — Retrieve a customer from WeQuote using the customer's ID.