Zapier + Zevik

Automate quote workflows with Zapier.
Remove the manual step into Zevik.

Connect Zevik with your existing workflow. When a new quote is created in your quoting tool, Zapier sends it into Zevik automatically, so the client experience is prepared for your review without manual upload.

1
Quote created in your tool
→
2
Zapier sends to Zevik
→
3
Zevik prepares client experience
→
You review + send

Automation handles the handoff into Zevik. You still review before anything goes to the client.

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Pull quotes in from 5,000+ Zapier apps
No code required
Set up in minutes

What the Zapier connection does

Skip the manual step. Let Zapier handle the handoff.

Zapier handles the handoff into Zevik. You still review and send before it goes to the client.

Without Zapier

Create quote in your tool
Export the PDF
Upload PDF to Zevik manually
Review the client experience
Send to client

With Zapier

Create quote in your tool
Zapier sends it to Zevik automatically
Zevik prepares the client experience
Review the client experience
Send to client

How the automation works

Trigger → Action → Ready for review.

One Zap connects your quoting tool to Zevik. Every new quote flows through automatically.

Trigger

New quote in Xero, ServiceM8, or Google Sheets

Zapier

Sends quote data to Zevik automatically

Zevik

Generates audio + builds client page

You review

Check and send when ready

Three steps. Set it up once.

Connect once. Let it handle the repeat work.

Once the Zap is live, every new quote from your existing tool moves into Zevik automatically. You review and send — Zevik does the rest.

1

Connect your quoting tool to Zevik via Zapier

Choose your trigger — Xero, ServiceM8, Google Sheets, or another supported tool. Connect it in the Zapier dashboard. Takes about 10 minutes.

2

Zapier sends new quotes to Zevik automatically

When a new quote is detected, Zapier sends it to Zevik. Zevik extracts the details, generates the audio explanation, and builds the branded client page.

3

Review and send when you're ready

You get notified when the client page is ready. Review it, make any changes, and send the link to your client.

Templates ready to use

Send Zevik quote activity into the tools you already use.

Seven live templates in the Zapier directory — bring quotes in from Xero or ServiceM8, then send Zevik activity out to the tools you already run your business on.

Bring quotes into Zevik

From Xero

Add new Xero quotes to Zevik

Try it →

From ServiceM8

Create Zevik quotes when new jobs are created in ServiceM8

Try it →

Send Zevik activity into your workflow

To Google Sheets

Add newly-sent Zevik quotes in Google Sheets rows

Try it →

To Gmail

Get Gmail notifications when new Zevik quotes are created

Try it →

To Twilio

Send SMS messages via Twilio when new quotes are sent in Zevik

Try it →

Additional automations

To Mailchimp

Add Mailchimp subscribers when new quotes are sent in Zevik

Try it →

To Google Tasks

Create tasks in Google Tasks when new Zevik quotes are created

Try it →

Best fit

Built for trade businesses sending high quote volumes.

High quote volume

Sending 5+ quotes a week? The manual upload step adds friction. Zapier removes it entirely from your workflow.

Multi-user teams

When multiple people send quotes, a manual step becomes a process gap. Zapier closes it automatically for everyone.

Background processing

Some businesses want Zevik as invisible infrastructure — quotes flow in, client pages come out, ready for review.

Availability

Available on Growth and Scale plans.

Growth $69/mo
Zapier integration included — up to 100 quotes/month
Scale $119/mo
Zapier integration included — up to 250 quotes/month

Solo plan users can still use Zevik manually — upload a PDF, generate the experience, and send. The manual flow works well for lower volumes.

Ready to automate your quote workflow?

Start free on any plan. Zapier integration is ready to connect on Growth and Scale.

Start free — 5 quotes includedView Zevik on Zapier

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