Use Zapier to reduce manual upload steps by sending quote data into Zevik automatically. No coding required.
What the Zapier connection does
Go to Settings → API in Zevik. Copy your API key — you will need it in Zapier to authenticate the connection.
Go to the Zapier App Directory and search for Zevik. Choose a template that matches your quoting tool and follow the setup steps.
In Zapier, authenticate your trigger app. Then connect Zevik using the API key you copied in Step 1.
Run a test in Zapier. A test quote should appear in your Zevik dashboard. If it does, turn the Zap on — you are live.
Zapier is included on Visibility. If you would rather not use it, you can upload a PDF or connect Xero or ServiceM8 directly instead.
Your Zapier automation is set up. Review the script, set up your quote appearance, and send.