This article will guide you through how to integrate your Zapier account with your Quoter account.
As Quoter offers Webhook support to Zapier, the setup instructions below will walk you through how to set up the Trigger portion of the Zap in Zapier which is the event that starts a Zap.
Please Note: The Webhook by Zapier is a premium app that requires a paid Zapier account.
Step 1: Go to Settings > Integrations and scroll down the page to click on Zapier under Webhook:
Step 2: Name the Integration in the Label field and select the appropriate radio buttons under the Applies To section. The URL will be generated by Zapier when creating the Webhook outlined in the next steps:
Step 3: Click "Make a Zap!" from your Dashboard. When choosing a Trigger App, either search for Webhooks by Zapier (Premium) :
or choose Webhooks by Zapier (Premium) from the "Built-In Apps" section:
Step 4: Select "Catch Hook" under the "Choose Trigger Event" dropdown and click "Continue"
Step 5: Copy the Custom Webhook URL displayed under 'Customize Hook' to enter into the URL Field in Quoter as per the screenshot below:
Step 6: Now that the custom Webhook URL has been entered into Quoter, click Save Integration. Once saved you'll need to test the Webhook by generating a Quote within Quoter to ensure the requests are being sent. After the Quote has been generated, go to Settings > Integrations > Integration Requests Status to ensure the request has successfully pushed through to Zapier:
Step 7: Navigating back to Zapier, click on "Test & Continue" to complete the test and establish the "Trigger" portion of your Zap:
Step 8: If Successful, you'll be presented with the following screen to choose the "Action" App & Event to create the connection to your desired third-party app:
Please note: If the "Action" portion of your Zap is going to be setting up Google Sheets, we recommend using Create Spreadsheet Row(s) which will automatically create a new row for each Line Item. If you've selected Create Spreadsheet Row, you'll see that all the Line Item values will be added to a single row and single cell as per the example below for Line Item Name:
This can be resolved by editing the Zap to update the Action Event to Create Spreadsheet Row(s) as seen in the screenshot below:
This will again automatically create a new row for each Line Item:
It's important to note that if you're using Microsoft Excel, they currently only support Add Row which will add the Line Item Data into a single row and single cell. This can be addressed by leveraging Zapier's new feature, Looping by Zapier which will allow you to select Create Loop from Line Items as the Action Event as per the example below:
When clicking Continue, you'll then need to map the desired Line Item Data that you'll be mapping to the Excel Worksheet as per the example below:
Clicking Continue will allow you to test the mapped data by either clicking Test & Review or Test & Continue:
The successful test will add a green check to the Action as per the example below:
Click the + to add the next step in the Zap, Add Row in Microsoft Excel:
It's important to note when setting up the action after choosing your Excel Account, that when inserting the Line Item Data:
You're inserting the data from 2. Create Loop From Line Items and not 1. Catch Hook
When inserting the data from 2. Create Loop From Line Items you're not using the Preview data (e.g. selecting 2. Line Items Name not 2. Preview Line Items Name)
Finish setting up the Zap testing the Action and confirming the row has successfully been added to the Excel Worksheet:
If the test was successful, you can click Turn on Zap to complete the set up process. If the test was unsuccessful, follow Zapier's suggested troubleshooting steps or contact Zapier's Support team: https://zapier.com/help for further assistance.