Connect Cotizera to Zapier and Automate Your Sales Workflow

Is your sales team wasting time copying data between tools? With Cotizera's Zapier integration, you can automate repetitive tasks and focus on what matters: closing deals.

What is Zapier?

Zapier connects apps to each other without code. You define a trigger (the event that starts things) and an action (what happens automatically). Cotizera works as a trigger: when something happens with your quotes, Zapier runs the action you've configured.

Use case 1: Slack notification on new quotes

Every time a salesperson creates a quote, the whole team gets a message in a Slack channel with the summary.

Step-by-step setup

1. Go to zapier.com and create a new Zap.
2. Trigger: select "Cotizera" and choose the "New Quote Created" event.
3. Connect your Cotizera account with the API key from Settings → API Keys.
4. Action: select "Slack" → "Send Channel Message".
5. Configure the message with dynamic fields:

New quote: {{quote_number}}
Client: {{client_name}}
Total: ${{total}} {{currency}}
Created by: {{created_by}}

6. Test the Zap and turn it on.

Now every new quote triggers an instant notification with zero manual effort.

Use case 2: Export quotes to Google Sheets

For teams that need spreadsheet reports, this Zap adds a row automatically every time a quote is created or updated.

Setup

1. Trigger: Cotizera → "Quote Status Changed" (filter by status accepted).
2. Action: Google Sheets → "Create Spreadsheet Row".
3. Map the columns: Number, Client, Total, Date, Status.

Result: a spreadsheet that's always up to date with all accepted quotes, no manual work required.

Use case 3: Automated email follow-up

When a quote goes 3 days without a response, send an automatic reminder to the client.

1. Trigger: Cotizera → "Quote Status Changed" (status: sent).
2. Action: Delay by Zapier → wait 3 days.
3. Action: Gmail → "Send Email" with a personalized message.

Tips for getting the most out of it

• Use filters: Not every event needs an action. Filter by minimum amount, salesperson, or status.
• Combine actions: A single trigger can fire multiple actions (Slack + Sheets + CRM).
• Monitor errors: Check Zapier's history periodically to catch failures.

For the full technical setup guide, see our Zapier documentation.