01
Define the Trigger
When a Quote or Person is created in Quoter, data will automatically be pushed from Quoter to Zapier creating the “Trigger” portion of the Zap.
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Quoter integration
Zapier
Quoter + Zapier
Our quoting software offers Webhook support to Zapier. The "Action" portion of the Zap will allow you to connect to over 1000+ apps supported by Zapier.
Zapier is an automation platform that connects apps and services to streamline workflows. It allows users to create automated workflows, called "Zaps," that trigger actions between applications without coding.
Zapier saves time, reduces manual tasks, and improves efficiency by automating repetitive processes across business tools.
Legacy integration content
What is Zapier?
Zapier is an automation platform that connects apps and services to streamline workflows. It allows users to create automated workflows, called "Zaps," that trigger actions between applications without coding.
Quoter integrates with Zapier via Webhook.
Why Quoter + Zapier?
02
Build Custom Automated Sequences
The “Action” portion of the Zap will allow you to connect to over 1000+ apps currently supported by Zapier to move the data from Zapier to the third-party application of your choosing based on the different Quoter events.
How to integrate Zapier + Quoter?
When signed in to your Quoter Account, navigate to Settings > Integrations and scroll down the page to click on Zapier under Webhook .
Follow the step-by-step guide below: