Zapier – Getting Connected
What is Zapier?
Zapier is an easy to use automation tool for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
For a more in-depth explanation, read more on the Zapier website.
How it Works with Quotient
When an event triggers in Quotient, an action can be performed in another Zapier connected app. For example, when a Quote is accepted in Quotient, a new card can be created in Trello. Similarly, when an event triggers in another Zapier connected app, an action can be performed in Quotient. For example, when a contact is added to Google Contacts, a new contact can be created in Quotient.
Anyone can build workflows with just a few clicks. The Zapier editor is made for do-it-yourself automation, meaning you can setup Zaps without any developer help.
Customer Asked Question
Triggers when a Customer asks a New Question.
Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Triggers when a Quote is Accepted.
Triggers when a New Quote is first Sent.
Triggers when a Quote is Declined.
Creates a New Lead.
Creates a New Contact. Note: If a Contact with the same email address already exists then the action will be ignored.
These pre-made Zaps make it easy to get started, with minimal configuration required.
The Zap Log - in Quotient
You can see a special log of events triggered in Quotient – found in Account Settings > Add-ons > Zapier.
You can replay past events by hitting ‘Replay Event’. Note, it can take a few minutes for replayed events to display in the log (to check, you can hit Refresh Log).
Events in the log will be kept for up to 7 days.
Things to note
- Only people with Quotient administrator access can connect Zapier to Quotient.
- Multiple line items are supported. However, be aware of the nuances of how different apps treat tax calculations. For example, Quotient calculates tax on each line item total and rounds this to 2 decimal places before calculating the next line item. Other apps may calculate tax on the grand total, therefore you could end up with non-matching total values.
- Dates and times are in UTC. Learn how to Modify Dates & Times in Zapier.
- Quotes that have been accepted on behalf of the customer will display as “Accepted by the person who it was accepted on behalf of”.
Field Types of Interest
You’ll see a full list of fields available in the Zapier Triggers.
|Field Name||Notes on values|
|event_name||The name of the event triggered, with possible values:
"quote_accepted" "quote_declined" "quote_sent" "customer_viewed" "customer_question"
|first_sent||This is the Quote Date|
|amounts_are||Indicates if Price Item amounts include tax or not.
Possible values are:
"Tax Exclusive (Inclusive Total)" "Tax Exclusive" "Tax Inclusive" "No Tax"
|item_headings||A single text field containing all Price Items, with each heading on its own line, eg:
Widget Title A Second Widget Title Final Widget TitleYou could use this to display a simple list as text in an email, for example.
|selected_items||Contains an array of all selected Price Items|
|selected_items → subscription||The subscription value contains 3 comma separated components, eg:
Month, 3, 12Meaning: "per 3 months, for a 12 month term"
An example, with no term:
Month, 1Meaning: "per month" (no term specified)
|quote_for → phone||Only the first phone is included|
|quote_for → address||Only the first address is included|