Connect QuoteMachine to Eworks Manager and automate any workflow
![QuoteMachine](https://zapier-images.imgix.net/storage/developer_cli/7eeb60b35de594e842f726bb6ee999e4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![QuoteMachine](https://zapier-images.imgix.net/storage/developer_cli/7eeb60b35de594e842f726bb6ee999e4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Eworks Manager](https://zapier-images.imgix.net/storage/developer_cli/c3cd833585b1c3ba2dbd1a8f9e94a375.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Eworks Manager](https://zapier-images.imgix.net/storage/developer_cli/c3cd833585b1c3ba2dbd1a8f9e94a375.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate QuoteMachine with Eworks Manager - no code necessary. See how you can get setup in minutes.
Select a trigger from QuoteMachine
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Eworks Manager
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected QuoteMachine to Eworks Manager
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect QuoteMachine and Eworks Manager to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect QuoteMachine and Eworks Manager to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact Created
Triggers when an contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when an contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- EmailRequired
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Internal ID
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost Price
- Price
- Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Company NameRequired
- Email Address
- Telephone
- Mobile
- AddressRequired
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Full NameRequired
- AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost Price
- Price
- Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost Price
- Price
- Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Contact Deleted
Triggers when an contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Created
Triggers when an invoice is created (sent or mark as done).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Created
Triggers when an order is marked as done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Won Quote
Triggers when a quote is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposed Quote
Triggers when a quote is proposed to a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First nameRequired
- Last name
- EmailRequired
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Authorised
Triggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Notes
- Item CodeRequired
- Item Description
- Quantity
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Customer NameRequired
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order Ref
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found