- Sales Automation
- Offer Management
- Instant Offer Alerts
Capture new offer forms update opportunities in the system and notify the team
Automatically capturing new offer submissions and updating internal systems ensures that every lead is logged and tracked without manual data entry. Instant notifications alert relevant team members via preferred channels, reducing response times and improving team alignment. This workflow minimizes errors, accelerates follow-up, and keeps offer pipelines transparent and up to date.
Filter by common apps:
Email Parser by Zapier
Formatter by Zapier
Slack
monday.com
Notion
Filter by Zapier
Kajabi
PandaDoc
HubSpot
Twilio
Webflow
Microsoft Outlook
Jotform
SMS by Zapier
Gmail
MOCO
Webhooks by Zapier
Airtable
eSignatures
LeadConnector
Skool
- Process new email offers, format offer name, notify team in Slack, and create item in monday.com
- Notify HR team on new employee offer in Slack, and update Notion database with offer details
Notify HR team on new employee offer in Slack, and update Notion database with offer details
- Notify team on Slack about new Kajabi form submissions, and update Notion database
Notify team on Slack about new Kajabi form submissions, and update Notion database
- Notify team, update deal, create engagement, and send SMS with PandaDoc, HubSpot, and Twilio
Notify team, update deal, create engagement, and send SMS with PandaDoc, HubSpot, and Twilio
- Update member offer in Webflow, and notify team via Outlook email
Update member offer in Webflow, and notify team via Outlook email
- Notify business owner via SMS and email when new contract offer is submitted
Notify business owner via SMS and email when new contract offer is submitted
- Notify user via direct message in Slack when a new offer is created in MOCO
Notify user via direct message in Slack when a new offer is created in MOCO
- Confirm offers, find records in Airtable, create or update records, and delete records
Confirm offers, find records in Airtable, create or update records, and delete records
- Update opportunities and invite members with eSignatures, LeadConnector, and Skool
Update opportunities and invite members with eSignatures, LeadConnector, and Skool