Zapier

Zapier connects apps that do not otherwise talk to each other. If the tool you want is not on the Third-party integration list, Zapier is almost certainly the answer — a spreadsheet, a Slack channel, your CRM, an accounting system.

Note

Zapier is listed under the PRO plan. Klaviyo, Mailchimp and Shopify are the integrations listed under FREE. See Plan comparison.

If the controls here are greyed out and a padlock line reads “🔐 This feature is available on …”, that is your plan and not a fault. Follow the link in that line, or open Pricing plans in the app.

Zapier is the simplest page in the app. There is one field — Zapier Webhook URL — and a Save button. No API key, no list to pick, no field mapping. All the real work happens on the Zapier side.

Step 1 — Build the trigger in Zapier

Everything in this step happens in your Zapier account. You are building the half of the Zap that listens, so that it has an address the app can send to.

1. Create a new Zap

   In Zapier, select Create, then New Zap.

   

   In Zapier, open Create and choose New Zap.

2. Choose Webhooks by Zapier as the trigger

   Open the trigger and choose Webhooks by Zapier. This is the app that gives you an address to send to.

   

   Pick Webhooks by Zapier as the trigger app.

3. Choose the Catch Hook event

   Under App and Event, choose the event Catch Hook, then select Continue. Catch Hook simply receives whatever is sent to it.

   

   Choose the Catch Hook event.

4. Enter a Child key

   Zapier then asks for a Child key. Any word will do — it does not have to match anything in the app. Type one and select Continue.

   

   Any word works as the Child key.

5. Copy the webhook address

   On the test screen Zapier shows a webhook address. Copy it — you paste it into the app next.

   

   Copy the address under Your webhook URL — the app needs it next.

Note

You only need the address Zapier produces. Everything after that happens back in your Shopify admin, and then once more in Zapier to finish the Zap.

Step 2 — Paste the address into the app

1. Open the Integrations tab

   In your Shopify admin, open SA Request a Quote, select Advanced settings, then open the Integrations tab.

2. Select Zapier

   Under Third-party integration, select Zapier — described in the app as “Automate your workflow by connecting apps together”.

   

   Zapier is how you reach a service the app does not list.

3. Paste it into Zapier Webhook URL

   Paste the address you copied into the Zapier Webhook URL field. It is the only field on the page.

   

   One field, one button: paste the address and select Save.

4. Save

   Select Save. Quote submissions now go to that address.

Caution

Treat the webhook address like a password. Anyone who has it can push data into your Zap.

Step 3 — Send Zapier some test data

1. Submit a quote

   Go to your storefront and submit a quote request as a customer would.

   

   

2. Test the trigger in Zapier

   

   Test trigger asks Zapier to look for your submission.

   Back in Zapier, select Test Trigger. Your quote data appears, and Zapier now knows the shape of it.

3. Continue with the record Zapier found

   Select Continue with selected record. Zapier keeps that submission as the example it matches your fields against for the rest of the Zap.

   

   Select Continue with selected record to lock in the example.

Caution

Submit your test quote with every field filled in. Zapier learns your data structure from this one example, so fields you leave empty may not be available to match later.

Step 4 — Choose where the data goes

Now pick the app that receives it. Zapier supports thousands; a spreadsheet is a common first choice because it is easy to check.

Inside Zapier, select your app and the action you want, sign in to that app when Zapier asks, complete the steps on the Action tab so the quote fields line up with that app’s fields, and turn the Zap on. This matching is a Zapier step — there is nothing to map back in the Shopify admin.

Google Sheets, as the worked example.

Point the action at your spreadsheet.

Each quote field lands in its own column — this mapping happens in Zapier, not in the app.

What people use this for

Destination	Why
Google Sheets	A running log of every request, easy to filter and share.
Slack or Teams	The team sees new quotes immediately without watching an inbox.
Your CRM	Quote leads land in the same pipeline as everything else.
Accounting software	A head start on invoicing for quotes you expect to win.

Tip

A Slack notification is the quickest win. Quotes are time-sensitive, and a channel message gets acted on faster than an email.

If nothing reaches Zapier

• Check you selected Save. The address is not live until you do.
• Check the address is complete. A truncated paste fails silently.
• Check the Zap is turned on in Zapier. A Zap left in draft receives test data but does nothing with real submissions.

Next steps

• Integrations overview — the providers you can connect directly, no Zapier needed
• Emails sent to admin — get told about new quotes without a third-party tool
• Plan comparison — what the PRO plan includes