EXTEND QUOTEWERKS WEB WITH ZAPIER
QuoteWerks Zapier Integration: Connect to 9,000+ Apps
QuoteWerks already integrates with more than 115 CRM, PSA, accounting, distributor, payment, and other business systems. With Zapier, QuoteWerks Web extends that integration ecosystem to Zapier’s 9,000+ apps, giving you even more flexibility to build the technology stack that works for your business.
Trigger workflows when something happens in QuoteWerks, send information to other applications, bring information back into QuoteWerks, or go further by connecting QuoteWerks directly to external CRM contacts, product catalogs, sales opportunities, and AI tools.
The Zapier integration is included with all editions of QuoteWerks Web.
Instead of changing your technology stack to accommodate your quoting software, make QuoteWerks work with the applications and processes you already use.
Automate workflows. Connect your business systems.
Extend QuoteWerks.
EXPAND YOUR INTEGRATION OPTIONS
115+ Native Integrations. 9,000+ Apps Through Zapier.
USE NATIVE INTEGRATIONS WHERE THEY FIT. USE ZAPIER WHEN YOU NEED TO GO FURTHER.
QuoteWerks has always been designed to work with the business systems you choose.
Our 115+ native integrations provide purpose-built connections with many of the CRM, PSA, accounting, distributor, payment, tax, shipping, purchasing, and other platforms QuoteWerks customers rely on every day.
Zapier expands that ecosystem dramatically.
Through Zapier, QuoteWerks can connect with workflows across 9,000+ apps, providing another path for integrating specialized applications, internal systems, and platforms that may not have a native QuoteWerks integration.
That means you do not have to replace a system that already works for your business simply because your quoting software does not have a direct connection to it.
Native integrations where they make sense. Zapier when you need to go further.
MORE THAN BASIC AUTOMATION
What Can You Do with QuoteWerks and Zapier?
QUOTEWERKS CAN START THE WORKFLOW, RECEIVE INFORMATION, OR CONNECT DIRECTLY TO EXTERNAL DATA.
Zapier connects QuoteWerks Web with thousands of applications, making it possible to build workflows between QuoteWerks and the other systems your business uses without requiring a purpose-built integration for every application.
But the QuoteWerks Zapier integration goes beyond simple notifications.
QuoteWerks can be the trigger, the destination, or the interface where the workflow begins.
The examples below highlight some of the ways QuoteWerks and Zapier can work together. The exact workflows you can build depend on the applications you connect and the capabilities they make available through Zapier.
| What You Want to Do | QuoteWerks + Zapier |
|---|---|
|
Start workflows from QuoteWerks |
Trigger automation from QuoteWerks document activity, QuoteValet events, conversions, saves, emails, and more |
|
Send information into QuoteWerks |
Create and update quotes and line items from other applications |
|
Find QuoteWerks information |
Locate existing QuoteWerks documents and line items as part of a workflow |
|
Search for contacts |
Search external CRM or contact systems directly from the QuoteWerks contact lookup and return matching contacts into QuoteWerks |
|
Search for products |
Search external product catalogs or product systems directly from QuoteWerks and return matching products into the QuoteWerks product lookup |
|
Connect CRM opportunities |
Retrieve, create, and update CRM opportunities through Zapier |
|
Connect AI tools |
Incorporate AI into workflows and allow supported AI tools to interact with QuoteWerks actions through Zapier |
And these are only a sample of the possibilities. With QuoteWerks, Zapier can do much more than send notifications. It can become an extension point for connecting QuoteWerks to the rest of your technology stack.
AUTOMATE WHAT HAPPENS NEXT
Turn QuoteWerks Activity into Action
TRIGGER WORKFLOWS FROM QUOTES, ORDERS, INVOICES, QUOTEVALET EVENTS, AND MORE.
Use QuoteWerks events to automatically start workflows in other applications.
Automations can be triggered when:
- A new quote, order, or invoice is created
- A QuoteWerks document is saved
- A document is converted, such as Quote → Order
- A document is deleted
- A document is printed
- A document is emailed
- A document is sent through QuoteValet
- A customer first views a QuoteValet quote
- A customer accepts a QuoteValet quote
From there, Zapier can continue the workflow across the applications your business uses.
Example
Quote Accepted in QuoteValet → Create Project → Notify Operations → Add Tasks → Update Other Business Systems
Instead of depending on someone to recognize that the next step needs to happen, automation can start the process immediately.
CONNECT YOUR CRM DATA
Bring External Contacts Directly into QuoteWerks
SEARCH ANOTHER CRM FROM INSIDE QUOTEWERKS WEB.
Zapier is not limited to sending data after something happens.
QuoteWerks Web can use Zapier as a Contact Data Source, allowing users to search an external CRM or contact system directly from the QuoteWerks Sold To, Ship To, and Bill To contact lookup.
A user searches from QuoteWerks. Zapier queries the connected application. Matching contacts are returned directly to QuoteWerks.
Search in QuoteWerks → Zapier searches your CRM → Matching contacts appear in QuoteWerks
This allows your sales team to continue working inside QuoteWerks instead of manually searching another system and copying customer information between applications.
It also creates another path for connecting QuoteWerks with CRM and contact systems beyond our native integrations.
CONNECT YOUR PRODUCT DATA
Search External Product Catalogs from QuoteWerks
TURN CONNECTED PRODUCT SYSTEMS INTO QUOTEWERKS DATA SOURCES.
One of the most powerful capabilities of the QuoteWerks Zapier integration is the ability to use Zapier as a Product Data Source.
Users can perform a product search from inside QuoteWerks Web. Zapier sends that search to the connected product system and returns matching products directly to the QuoteWerks product search results.
Depending on the connected system, returned product information can include:
- Manufacturer
- Manufacturer Part Number
- Vendor
- Vendor Part Number
- Description
- Cost
- Price
- List Price
- Unit of Measure
- Item Type
- Category
Search from QuoteWerks → Zapier searches your product system → Select the product → Add it to your quote
This dramatically expands the types of product catalogs and business systems that can participate in the QuoteWerks quoting process.
Instead of maintaining the same product information in multiple places just so sales can quote it, your existing product system can remain the source.
CONNECT QUOTING AND PIPELINE
Extend Your CRM Opportunity Workflow
KEEP YOUR CRM FOCUSED ON PIPELINE WHILE QUOTEWERKS HANDLES THE QUOTING PROCESS.
Zapier can also provide the connection between QuoteWerks and a CRM opportunity or deal.
QuoteWerks Web can use Zapier to:
- Retrieve information from an existing CRM opportunity
- Populate CRM-specific values such as opportunity stages and owners
- Create a new CRM opportunity from QuoteWerks
- Update an existing CRM opportunity as the quote changes
- Maintain the relationship between the CRM opportunity and QuoteWerks document
This allows organizations to keep their CRM focused on pipeline and relationship management while using QuoteWerks for the more detailed work involved in configuring, pricing, and delivering quotes.
Your CRM remains your CRM. QuoteWerks remains your quoting and CPQ system. Zapier helps information move between them.
SEND DATA BACK INTO QUOTEWERKS
QuoteWerks Can Be the Destination Too
CREATE, FIND, AND UPDATE QUOTES AND LINE ITEMS FROM OTHER APPLICATIONS.
Zapier workflows do not have to begin with QuoteWerks.
Information from another application can initiate a workflow that finds or modifies information in QuoteWerks.
QuoteWerks Zapier actions can be used to:
- Find existing QuoteWerks documents
- Find QuoteWerks line items
- Create quotes
- Update quotes
- Create line items
- Update line items
This makes QuoteWerks part of larger automated business processes instead of an isolated quoting application.
Example
Web Form Submitted → CRM Contact Found → Product Information Retrieved → QuoteWerks Quote Created → Line Items Added → Salesperson Notified
The salesperson can then review and finalize the quote instead of manually assembling information from several systems.
ADD AI TO YOUR AUTOMATION
Bring AI Into Your QuoteWerks Workflows
USE AI INSIDE QUOTEWERKS OR ACROSS YOUR BROADER TECHNOLOGY STACK.
QuoteWerks Web already includes native AI-assisted scripting, which helps users create scripts and automate behavior directly inside QuoteWerks by describing what they want in plain English.
That is different from using AI through Zapier.
With QuoteWerks Web + Zapier + AI-enabled applications, AI can become part of a larger workflow that spans QuoteWerks and the other systems your business uses.
AI with Zapier
Use AI through Zapier when you want AI to participate in a workflow that extends beyond QuoteWerks.
Depending on the AI tools and applications you use, workflows can:
- Analyze quote activity and help determine appropriate follow-up
- Summarize QuoteWerks activity for sales or management
- Classify incoming quote requests
- Extract structured information from emails, forms, documents, or notes
- Generate personalized customer communications
- Determine which workflow or team should handle a request
- Combine AI decisions with CRM, project management, support, accounting, and other systems
Example
Customer Request Received → AI Extracts Requirements → Zapier Coordinates Connected Systems → QuoteWerks Quote Is Created or Updated → Salesperson Reviews
Or:
QuoteValet Quote Viewed → Zapier Starts Workflow → AI Reviews Customer and Quote Information → Personalized Follow-Up Is Generated → Salesperson Is Notified
The distinction is simple:
Native AI scripting helps automate what happens inside QuoteWerks.
AI with Zapier helps automate what happens across QuoteWerks and the rest of your technology stack.
Both approaches give you more ways to remove manual steps and build smarter quoting workflows.
AI THAT CAN TAKE ACTION
Let AI Agents Work with QuoteWerks
USE ZAPIER MCP TO CONNECT SUPPORTED AI TOOLS WITH QUOTEWERKS ACTIONS.
AI does not have to stop at analyzing information or recommending a next step.
Through Zapier MCP, supported AI tools can access approved QuoteWerks actions through Zapier, allowing an AI agent to interact with supported QuoteWerks capabilities.
Zapier MCP can work with AI environments such as ChatGPT, Claude, Gemini, Cursor, and other MCP-compatible tools.
That opens the door to workflows where a user can interact naturally with an AI assistant while Zapier provides access to selected QuoteWerks actions.
Example
A user could ask an AI assistant to:
“Create a QuoteWerks quote for this customer and add these products.”
The AI agent can interpret the request and, through the QuoteWerks actions made available in Zapier, perform supported steps in the quoting workflow.
This creates another way for QuoteWerks to participate in the emerging AI-agent ecosystem without requiring every AI platform to build its own QuoteWerks integration.
AI can determine what needs to happen. Zapier can help make it happen in QuoteWerks.
BUILD A STACK THAT FITS YOUR BUSINESS
Connect QuoteWerks to the Systems You Already Use
DON’T REPLACE WORKING SYSTEMS JUST TO MAKE YOUR QUOTING SOFTWARE FIT.
Every business has a different technology stack.
One company may use a CRM, PSA, accounting platform, project management system, and support application.
Another may depend on an industry-specific database, internal application, specialized product catalog, or AI tool that QuoteWerks has never integrated with directly.
That is exactly where Zapier becomes valuable.
Rather than replacing those systems or waiting for a new native integration, Zapier provides another way to connect them with QuoteWerks.
Using an application QuoteWerks does not natively integrate with?
See what you can connect through Zapier.
QuoteWerks + Zapier + Your Technology Stack
AVAILABLE ACROSS QUOTEWERKS WEB
Included with Every Edition of QuoteWerks Web
NO SPECIAL QUOTEWERKS WEB EDITION IS REQUIRED TO USE THE ZAPIER INTEGRATION.
You do not need a specific QuoteWerks Web edition to take advantage of Zapier.
The QuoteWerks Zapier integration is included with all editions of QuoteWerks Web.
Whether you are building a simple notification workflow, connecting another business application, searching an external product catalog, extending a CRM workflow, or exploring AI automation, the QuoteWerks side of the integration is available across QuoteWerks Web editions.
A Zapier account and the appropriate Zapier plan may be required depending on the applications, actions, and workflows you choose to use.
COMMON QUESTIONS
QuoteWerks Zapier Integration FAQ
ANSWERS ABOUT AVAILABILITY, AUTOMATION, CRM, PRODUCT DATA, AI, AND MORE.
Find answers to common questions about QuoteWerks and Zapier, including availability, supported workflows, contact and product searches, CRM opportunity integration, AI capabilities, and how Zapier complements QuoteWerks’ native integrations.
Yes. QuoteWerks Web integrates with Zapier, allowing QuoteWerks to participate in automated workflows involving apps available through the Zapier ecosystem.
The integration supports traditional automation as well as deeper capabilities including external contact searches, external product searches, CRM opportunity workflows, QuoteWerks quote and line-item actions, and AI integrations.
Zapier provides an ecosystem of more than 9,000 apps across CRM, accounting, project management, marketing, support, productivity, databases, collaboration, AI, and many other categories.
This complements QuoteWerks’ existing ecosystem of more than 115 native integrations.
The Zapier integration is included with all editions of QuoteWerks Web.
Zapier account and plan requirements are separate and depend on the applications and workflows being used.
No. The Zapier integration is unique to QuoteWerks Web.
QuoteWerks Web was designed with modern extension capabilities such as Zapier, REST APIs, webhooks, and AI-assisted scripting that make it easier to connect QuoteWerks with other applications and automate workflows across your technology stack.
QuoteWerks Desktop continues to support its own native integrations and development options, but the Zapier integration is available only with QuoteWerks Web.
Yes. QuoteWerks provides triggers for a variety of document and QuoteValet events, including creating and saving documents, converting documents, printing and emailing, sending quotes through QuoteValet, and customer activity such as viewing or accepting a QuoteValet quote.
Yes. QuoteWerks actions available through Zapier can create QuoteWerks quotes and add line items, allowing information from other applications and workflows to become part of a QuoteWerks quote.
Yes. Zapier workflows can use QuoteWerks actions to find and update QuoteWerks information, including documents and line items.
Yes. QuoteWerks Web can use Zapier as a Contact Data Source. A contact search begins inside QuoteWerks, Zapier queries the connected system, and matching contacts can be returned directly to QuoteWerks.
Yes. Zapier can be configured as a QuoteWerks Web Product Data Source. Users can initiate a product search from QuoteWerks, have Zapier query another product system, and return matching product information to QuoteWerks.
Depending on the connected application and its available information, product results can include values such as manufacturer, part numbers, vendor, description, cost, price, list price, unit of measure, item type, and category.
Potentially. The capabilities depend on what the CRM exposes through Zapier, but QuoteWerks provides functionality for contact searches and CRM opportunity workflows in addition to traditional workflow automation.
Yes, when the connected CRM and configured Zapier workflow support the required actions.
QuoteWerks can use Zapier to retrieve opportunity information and provide the information needed to create or update CRM opportunities.
Yes. AI tools can participate in Zapier workflows involving QuoteWerks, allowing AI to analyze information, classify requests, generate content, extract structured data, and influence subsequent workflow steps.
Through Zapier MCP, supported AI environments can access approved QuoteWerks actions exposed through Zapier.
The available actions depend on the QuoteWerks capabilities exposed through Zapier and the permissions configured for the connection.
No.
QuoteWerks’ 115+ native integrations provide purpose-built connections with many popular CRM, PSA, accounting, distributor, payment, tax, shipping, and other business systems.
Zapier complements those integrations by providing another way to connect QuoteWerks Web with thousands of additional applications and build workflows around your specific business processes.
Zapier Integration Disclaimer: The functionality available through the QuoteWerks Zapier integration may depend on Zapier’s platform capabilities and the features made available by the third-party applications you connect. These third-party capabilities are outside of QuoteWerks’ control and may change over time. Some Zapier features, applications, or workflow capabilities may also require a separate Zapier subscription.
CONNECT MORE. AUTOMATE MORE.
Connect QuoteWerks to the Rest of Your Business
115+ NATIVE INTEGRATIONS PLUS ACCESS TO ZAPIER’S 9,000+ APP ECOSYSTEM.
Your quoting software should work with the systems your business already depends on.
With more than 115 native integrations plus access to the broader Zapier ecosystem, QuoteWerks gives you another way to connect quoting with CRM, product data, operations, project management, accounting, support, AI, and the rest of your technology stack.
Automate repetitive processes. Search external contacts and products directly from QuoteWerks. Extend CRM workflows. Send information back into QuoteWerks. And explore new ways to use AI as part of your quoting process.