Zapier Integration

Overview

Zapier is an automation platform that connects over 6,000 apps without any coding. Cotizera's native Zapier integration lets you automate workflows like:

• Get Slack notifications when a quote is created or accepted
• Automatically sync new clients to your CRM
• Create Google Sheets rows every time a quote is generated
• Send automated emails when a quote status changes

Unlike generic webhooks, the native Zapier integration provides a guided experience: you select "Cotizera" as an app, choose a trigger or action, and Zapier handles the rest.

Prerequisites

• Pro plan on Cotizera (Zapier integration requires Pro)
• A Zapier account (free plan allows up to 5 Zaps)
• A Cotizera API key generated at Configuración → Integraciones → Claves API

Connecting Cotizera to Zapier

Step 1: Accept the Invitation

Cotizera is available as a private app on Zapier. Access it via the invitation link:

Accept Cotizera's Zapier Invitation

Click "Accept Invite & Build a Zap" to add Cotizera to your Zapier account.

Step 2: Create a New Zap

1. In Zapier, click "Create Zap"
2. For the trigger, search for "Cotizera"
3. Select one of the available triggers (e.g., "New Quote")
4. Click "Continue"

Step 3: Authenticate with API Key

1. Zapier will ask you to connect your Cotizera account
2. Click "Sign in to Cotizera"
3. Enter your API key (ctza_...) from Configuración → Integraciones → Claves API
4. Click "Yes, Continue"

Step 4: Test the Connection

1. Zapier will attempt to fetch sample data from your account
2. If you have existing data (quotes, clients, products), you'll see example records
3. Select a test record and click "Continue"

Available Triggers

Triggers are events in Cotizera that automatically start a Zap.

Trigger Output Fields

New Quote / Quote Sent:

Quote Status Changed:

Includes all fields above plus:

New Client:

New Product:

Available Actions

Actions are operations that Zapier performs in Cotizera as part of a Zap.

Create Quote Fields

Create Client Fields

Create Product Fields

Available Searches

Searches let you find existing records in Cotizera to use in later Zap steps.

Example Workflows

Slack Notification on New Quote

1. Trigger: Cotizera → New Quote
2. Action: Slack → Send Channel Message
3. Configure message:
   • Channel: #sales
   • Message: New quote {{quoteNumber}} created for {{clientName}} — ${{total}}

Google Sheets Logging

1. Trigger: Cotizera → New Quote
2. Action: Google Sheets → Create Spreadsheet Row
3. Map fields:
   • Column A: {{quoteNumber}}
   • Column B: {{clientName}}
   • Column C: {{total}}
   • Column D: {{status}}
   • Column E: {{createdAt}}

CRM Sync on New Client

1. Trigger: Cotizera → New Client
2. Action: HubSpot → Create Contact
3. Map fields:
   • First Name: {{name}}
   • Email: {{email}}
   • Phone: {{phone}}
   • Company: {{company}}

Email Notification on Quote Accepted

1. Trigger: Cotizera → Quote Status Changed
2. Filter: Only continue if newStatus is ACCEPTED
3. Action: Gmail → Send Email
4. Configure:
   • To: sales-manager@yourcompany.com
   • Subject: Quote {{quoteNumber}} accepted
   • Body: Client {{clientName}} accepted quote {{quoteNumber}} for ${{total}}.

Testing Your Zaps

1. Test the trigger: Zapier shows sample data during setup. Verify that fields display correctly.
2. Test the action: Use Zapier's "Test Action" button to execute the action with real data.
3. End-to-end test: Create a test record in Cotizera and verify the Zap runs correctly.

Troubleshooting

For more complex issues, see the Zapier Troubleshooting Guide.

Related Resources