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What Zapier Trigger Events are Available from the QuoteWerks App?

An essential part to building a Zap using the QuoteWerks app is to choose a Trigger Event. See below for a full list of available Trigger Events available from the QuoteWerks app along with their descriptions.

Document Converted

Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.

Document Deleted

Triggers when a quote, order, or invoice is deleted in QuoteWerks.

Document Printed

Triggers when a document is printed, emailed, or sent via QuoteValet.

Document Saved

Triggers when a quote, order, or invoice is saved in QuoteWerks.

New Document

Triggers when a new quote, order, or invoice is created in QuoteWerks.

QuoteWerks: Contact Search Requested

Triggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the Sold to/Ship to/Bill to contact lookup. Your zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds. 

QuoteWerks: Opportunity Fetch Requested

Triggers when QuoteWekrs needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form init Requested" trigger - don't bundle them here.

QuoteWerks: Opportunity Form init Requested

Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdown from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts - any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any lists you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.

QuoteWerks: Opportunity Upsert Requested

Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if the existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upset" action so QWW can store the resulting oppportunity ID on the document. QWW will time out after 30 seconds. 

QuoteWerks: Product Search Requested

Triggers when a QuoteWerks user runs a product search against a Zapier-backed catalog data source. Your Zap should query your catalog for the requested items, then end with the "Respond to QuoteWerks Product Search" action so QWW can populate the product results grid. QWW will time out after 30 seconds. Each Zap is tied to ONE QuoteWerks data source row via its Data Source ID (paste if from Setup -> Product Data Sources in QuoteWerks).