QuoteIQ’s Outbound API allows you to send real-time webhook notifications to third-party platforms or apps when specific actions happen inside your QuoteIQ account. This enables real-time data syncing, automation, and cross-platform workflows without needing manual input or refreshes.
🔧 Current Events Supported
From the “Add Event” interface, the following QuoteIQ actions can trigger outbound API calls:
Estimate Created
Estimate Updated
Estimate Deleted
Schedule Created
Schedule Updated
Schedule Deleted
Each of these actions can fire a webhook that posts structured data (like customer info, estimate details, timestamps, etc.) to a specified external URL endpoint.
🌍 What You Can Do With It (Real Use Cases)
✅ Google Calendar Integration
Send Schedule Created and Schedule Updated events to Zapier, which can automatically create/update a Google Calendar event for that job.
✅ CRM/Marketing Tools
Push customer data from Estimate Created to external CRM platforms (like HubSpot, Zoho, or HighLevel) for building email/text nurturing campaigns.
✅ Internal Dashboards & Admin Panels
Use outbound API to push job or estimate info to a Google Sheet, Airtable, or internal admin dashboard, making it easier to track progress across teams.
✅ Slack or SMS Notifications
Send real-time alerts to Slack channels or SMS platforms (e.g., Twilio) when a schedule is modified or estimate is submitted.
✅ Job Management Systems
If someone is using QuoteIQ to generate estimates but manages jobs elsewhere (like Trello, ClickUp, etc.), this API allows QuoteIQ to “talk” to those platforms automatically.
✅ Zapier & Make (Integromat)
With platforms like Zapier or Make, users can chain API triggers to perform more complex automations, like:
Sending a handwritten postcard via a third-party print service when an estimate is accepted
Notifying a subcontractor automatically when a schedule is created
💡 Summary
The Outbound API feature in QuoteIQ is a real-time webhook system designed to keep your apps, tools, and workflows connected. It gives your team power to:
Save time
Avoid manual double-entry
Create advanced, custom automations
Extend QuoteIQ’s functionality to external platforms
🔁 How to Set Up Outbound API in QuoteIQ
Step 1: Navigate to Settings
From your QuoteIQ dashboard, select “Settings” in the left-hand menu.
Step 2: Open API Integrations
Scroll down to the “Automation & Integration” section.
Click on “API Integrations.”
Step 3: Enable Outbound API
Select “Yes, activate outbound API.”
This allows QuoteIQ to send real-time webhook notifications to any external platform when certain actions occur inside your account.
💡 You’ll see a field appear to enter your webhook URL and define event triggers.
Step 4: Enter Webhook URL
Paste in the URL where you want QuoteIQ to send the webhook data (e.g., a Zapier webhook URL, a custom server endpoint, etc.)
Step 5: Choose Trigger Events
Click the ➕ (Add Event) button to select what actions inside QuoteIQ should trigger the webhook.
You can choose from:
Estimate Created
Estimate Updated
Estimate Deleted
Schedule Created
Schedule Updated
Schedule Deleted
Select as many events as you need — each one will send data in real time to the webhook URL when triggered.
Step 6: Save Your Integration
After setting your triggers and webhook destination, click “Save.”
You’re Done!
QuoteIQ will now send outbound webhook notifications to your selected URL anytime a connected event is triggered — giving you real-time control over integrations and workflows across your tech stack.