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Integrations Directory

Integrations Setup Guides

Select any connector card below to view its complete step-by-step documentation, bi-directional sync specifications, required API scopes, and setup instructions.

E-CommerceCatalog in, orders out · real-time webhooks

BigCommerce

The B2B quoting layer for your BigCommerce store.

View setup guide
E-CommerceTwo-way · real-time webhooks

Shopify

The B2B quoting layer for your Shopify store.

View setup guide
E-CommerceTwo-way · real-time webhooks

WooCommerce

The B2B quoting layer for your WooCommerce store.

View setup guide
E-CommerceTwo-way · scheduled (2h) + on-demand

Magento

The B2B quoting layer for Magento and Adobe Commerce merchants.

View setup guide
E-CommerceScheduled (2h) + on-demand

Wix

The B2B quoting layer for your Wix Stores catalog.

View setup guide
E-CommerceScheduled (2h) + on-demand

Squarespace

The B2B quoting layer for your Squarespace Commerce store.

View setup guide
E-CommerceScheduled (2h) + on-demand

PrestaShop

The B2B quoting layer for your PrestaShop store.

View setup guide
E-CommerceScheduled (2h) + on-demand

OpenCart

The B2B quoting layer for your OpenCart store.

View setup guide
E-CommerceScheduled (2h) + on-demand

Zen Cart

The B2B quoting layer for your Zen Cart store.

View setup guide
E-CommerceScheduled (2h) + on-demand

Shopware

The B2B quoting layer for your Shopware 6 store.

View setup guide
E-CommerceScheduled (2h) + on-demand

nopCommerce

The B2B quoting layer for your nopCommerce store.

View setup guide
CRMTwo-way

HubSpot

The B2B quoting layer for your HubSpot pipeline.

View setup guide
CRMTwo-way

Salesforce

The B2B quoting layer for your Salesforce pipeline.

View setup guide
CRMTwo-way

Pipedrive

The B2B quoting layer for your Pipedrive pipeline.

View setup guide
CRMOutbound on quote events · inbound scheduled poll

Zoho CRM

The B2B quoting layer for your Zoho CRM pipeline.

View setup guide
AccountingTwo-way

Xero

The B2B quote-to-cash layer for Xero.

View setup guide
AccountingReal-time webhooks · scheduled reconcile

QuickBooks

The B2B quote-to-cash layer for QuickBooks Online.

View setup guide
NotificationsTwo-way

Slack

B2B quote alerts, delivered straight into Slack.

View setup guide
NotificationsTwo-way

Microsoft Teams

B2B quote alerts, delivered straight into Microsoft Teams.

View setup guide
NotificationsTwo-way

Custom Email (SMTP)

Send B2B quotes from your own domain with custom SMTP.

View setup guide
NotificationsOne-way message push · your Twilio sender

Twilio

SMS and WhatsApp for your quotes, from your own Twilio account.

View setup guide
MarketingOne-way event push (TackQuote → Klaviyo)

Klaviyo

Quote lifecycle events, in your Klaviyo account.

View setup guide
E-SignatureEnvelope push · HMAC-verified callbacks

DocuSign

Signed quotes, not signed-and-then-forgotten quotes.

View setup guide
E-SignatureRequest push · verified callbacks

Dropbox Sign

E-signature on your quotes, with a lighter setup than DocuSign.

View setup guide
SupportRead on demand · link stored on the quote

Zendesk

See a buyer's open tickets before you discount their quote.

View setup guide
SupportOne-way push (TackQuote → ServiceNow)

ServiceNow

Raise a ServiceNow record straight from a quote.

View setup guide
AnalyticsOne-way event push (TackQuote → GA4)

Google Analytics 4

Quote views and acceptances in your GA4 funnel.

View setup guide
Data & ReportingOn-demand export · on-demand price-list import

Google Sheets

Your quotes, orders and catalog in a spreadsheet — on demand.

View setup guide
ERP & Data FeedsScheduled (hourly / 4-hourly / daily) · or on demand

File Transfer (SFTP, FTPS, Database)

Your ERP has no API. It still has a file, or a database.

View setup guide
AnalyticsOne-way export (TackQuote → Conjura)

Conjura

Send your B2B order data to Conjura, alongside your DTC numbers.

View setup guide
AnalyticsOne-way export (TackQuote → Enterpret)

Enterpret

Run your B2B buyer feedback through Enterpret’s feedback analytics.

View setup guide
AnalyticsOne-way export (TackQuote → Qlik Cloud)

Qlik Cloud

Land your quote and KPI data in Qlik Cloud and reload your app.

View setup guide
TaxTwo-way

ExemptAx

Buyer exemption certificates that zero the tax on a quote.

View setup guide
TaxTwo-way

Avalara AvaTax

Jurisdiction-accurate sales tax on every quote line.

View setup guide
TaxTwo-way

TaxJar

Sales tax calculation on quotes, from your TaxJar account.

View setup guide
TaxPer-quote calculation, recalculated on change

TaxCloud

US sales tax on every quote line, from your own TaxCloud connection.

View setup guide
TaxPer-quote calculation, recalculated on change

Anrok

Tax on software and services quotes, without touching your filings.

View setup guide
ShippingTwo-way

ShipStation

Rate and label across your ShipStation carriers from one credential.

View setup guide
ShippingTwo-way

EasyPost

Live shipping rates and labels from one connection.

View setup guide
ShippingOn-demand rating · pull-based tracking

UPS

Your own UPS contract, with no aggregator fee on top of it.

View setup guide
ShippingOn-demand rating · pull-based tracking

DHL Express

International rates and labels on your own DHL Express contract.

View setup guide
ShippingOn-demand rating · pull-based tracking

USPS

USPS commercial pricing on your own account, postage from your EPS balance.

View setup guide
ShippingOn-demand rating · pull-based tracking

OnTrac (incl. LaserShip network)

Regional parcel on your own OnTrac contract — and the answer to LaserShip.

View setup guide
ShippingOn-demand rating · pull-based tracking

GLS US (formerly GSO)

West-coast regional parcel on your own GLS contract. US domestic, production only.

View setup guide
MarketingTwo-way

Mailchimp

Quote activity and buyers, in your Mailchimp audience.

View setup guide
MarketingTwo-way

Brevo

Buyers and quote activity, in your Brevo lists.

View setup guide
MarketingTwo-way

HubSpot Email Marketing

Buyers synced into HubSpot as contacts, ready for your workflows.

View setup guide
AccountingTwo-way

FreshBooks

Connect FreshBooks with OAuth and create invoices explicitly from TackQuote.

View setup guide
PaymentsTwo-way

Square

Take card payments on quotes through your own Square account.

View setup guide
PaymentsTwo-way

Adyen

Cards and local payment methods on your quotes, through Adyen Pay by Link.

View setup guide
PaymentsTwo-way

Stripe

B2B payment collection on live TackQuote quotes via Stripe.

View setup guide
PaymentsTwo-way

PayPal

B2B checkout for TackQuote quotes, powered by PayPal.

View setup guide
PaymentsTwo-way

Razorpay

Collect quote payments in India, in rupees.

View setup guide
PaymentsTwo-way

Authorize.net

Accept credit card payments via Authorize.net Accept Hosted checkout.

View setup guide
PaymentsTwo-way

Mollie

Accept iDEAL, SEPA, Bancontact and cards through your own Mollie account.

View setup guide
PaymentsTwo-way

Klarna

Offer Klarna pay-later and instalments on your B2B quotes.

View setup guide
PaymentsTwo-way

BlueSnap

Accept card payments through a BlueSnap merchant account.

View setup guide
PaymentsTwo-way

PayTrace

Accept Level-3 B2B card payments through PayTrace.

View setup guide
ERP & InventoryScheduled pull · sales-order push

weclapp

The B2B quoting layer for your weclapp tenant.

View setup guide
ERP & InventoryIncremental pull · sales-order push

Xentral

The B2B quoting layer for your Xentral instance.

View setup guide
ERP & InventoryScheduled pull · submitted sales-order push

ERPNext

The B2B quoting layer for your ERPNext site.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

NetSuite

The B2B quoting layer for your NetSuite ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

SAP Business One

The B2B quoting layer for your SAP Business One ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Dynamics 365 Business Central

The B2B quoting layer for Dynamics 365 Business Central.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Acumatica

The B2B quoting layer for your Acumatica Cloud ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Epicor

The B2B quoting layer for Epicor Kinetic.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Infor

The B2B quoting layer for Infor CloudSuite.

View setup guide
ERP & InventoryScheduled (2h) pull · document push

Sage Intacct

The B2B quote-to-cash layer for Sage Intacct.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Oracle Fusion

The B2B quoting layer for Oracle Fusion Cloud ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

SYSPRO

The B2B quoting layer for your SYSPRO ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Sage X3

The B2B quoting layer for your Sage X3 ERP.

View setup guide
ERP & InventoryScheduled (2h) pull · order push

MRPeasy

The B2B quoting layer for MRPeasy manufacturers.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Cin7

The B2B quoting layer for your Cin7 inventory.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Katana

The B2B quoting layer for your Katana MRP.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Brightpearl

The B2B quoting layer for your Brightpearl operations.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Unleashed

The B2B quoting layer for your Unleashed inventory.

View setup guide
ERP & InventoryScheduled (2h) pull · sales-order push

Odoo

The B2B quoting layer for your Odoo instance.

View setup guide
ERP & InventoryOn-demand catalog pull · sales-order push

Fulfil.io

The B2B quoting layer for your Fulfil.io ERP.

View setup guide
AccountingOn-demand invoice push · contact match-or-create

Zoho Books

Invoice and contact push into Zoho Books, on any Zoho datacenter.

View setup guide
Support & ChatPlanned — two-way sync

Intercom

Live chat support, buyer conversation tracking & quote links.

View setup guide
Payments & BillingNot built yet

Stripe Billing

Automate recurring subscriptions, metered billing & payment schedules.

View setup guide