Integrations
Connect Cotizera with the tools you already use
Connect with ZapierPopular workflows
Quote → Slack
Get a Slack notification every time a new quote is created.
Trigger: New Quote • Action: Send Message
Use this workflowQuote sent → Email
Send an automatic confirmation email when a quote is delivered to the client.
Trigger: Quote Sent • Action: Send Email
Use this workflowQuote → Google Sheets
Log every new quote as a row in your tracking spreadsheet.
Trigger: New Quote • Action: Create Row
Use this workflowNew client → HubSpot
Automatically create a HubSpot contact when you add a client in Cotizera.
Trigger: New Client • Action: Create Contact
Use this workflowQuote accepted → Teams
Notify your team on Microsoft Teams when a quote is accepted.
Trigger: Status Changed • Action: Send Message
Use this workflowNew product → Inventory
Sync new Cotizera products with your inventory management system.
Trigger: New Product • Action: Create Record
Use this workflowForm → Quote
Auto-create quotes from Typeform or Google Forms submissions.
Trigger: New Response • Action: Create Quote
Use this workflowAutomatic follow-up
If a sent quote gets no reply in 3 days, send an automatic reminder email.
Trigger: Quote Sent • Action: Delay + Email
Use this workflowQuote accepted → Invoice
Automatically generate an invoice when a quote is accepted.
Trigger: Status Changed • Action: Create Invoice
Use this workflowAvailable triggers
| Event | Description |
|---|---|
| quote_created | A new quote is created |
| quote_status_changed | A quote’s status changes |
| quote_sent | A quote is sent to the client |
| client_created | A new client is created |
| product_created | A new product is added |
Available actions
| Action | Description |
|---|---|
| create_quote | Create a quote |
| create_client | Create a client |
| create_product | Create a product |
Available searches
| Search | Description |
|---|---|
| find_client | Find a client by name or email |
| find_product | Find a product by name or SKU |
Get started in 3 steps
Get your API key
Go to Settings → Integrations in Cotizera and generate an API key.
Connect on Zapier
Accept the invite and authorize your Cotizera account.
Create your first Zap
Pick a trigger and an action to automate your workflow.