Integrate AutoQuote3D with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
AutoQuote3D
When this happens...
New Quote
New Order
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create Client in Autopilot when New Quote in Autoquote3d
Use this flowUpdate Client in Autopilot when New Quote in Autoquote3d
Use this flowFind Clients in Autopilot when New Quote in Autoquote3d
Use this flowAdd Client Address to Autopilot when New Quote in Autoquote3d
Use this flowUpdate Job in Autopilot when New Quote in Autoquote3d
Use this flowFind Jobs in Autopilot when New Quote in Autoquote3d
Use this flowCreate Invoice in Autopilot when New Quote in Autoquote3d
Use this flowUpdate Invoice in Autopilot when New Quote in Autoquote3d
Use this flowRecord Invoice Payment in Autopilot when New Quote in Autoquote3d
Use this flowFind Invoices in Autopilot when New Quote in Autoquote3d
Use this flowEverything you can automate between AutoQuote3D and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new quote is created in your Business.
Runs when a new order is placed, optionally only for chosen statuses.
Runs when a new client or lead is added. Optionally only clients or only leads.
Runs when a client changes, including addresses and tags.
Runs when a new job is created.
Runs when a job is updated, optionally only for a chosen status.
Action is the task that follows automatically within your AutoQuote3D integrations.
List quotes in a date range, or get one quote with its parts by ID.
List paid orders by status and date range, or get one order by ID.
Get revenue, quote, order and material metrics for a date range.
Create a client or lead with contact details, service address and tags.
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Search clients and leads by text, email, phone, type, tag or creation date.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Instant quoting and order management software for 3D print shops: automate quotes, paid orders, fulfillment tracking and analytics.
Learn moreAutopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSign up for a free viaSocket account, then authorize both your AutoQuote3D and Autopilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AutoQuote3D and Autopilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Autopilot. No coding required.
Yes. You can set up a workflow where AutoQuote3D triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in AutoQuote3D. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AutoQuote3D and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AutoQuote3D and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.