1.Detect quote accepted in Quotient
Integrate Quotient and CRM data tools to catch quote acceptance events and trigger the project workflow.
Create project card and notify client after quote accepted
Automatically monitor quote accepted events in Quotient across project tools. Create and update project cards, notify internal staff by SMS, and send client follow-upsβso you can protect handoffs, speed approvals, and avoid manual follow-up.
How this automation accelerates project handoffs
When a quote gets accepted, delays can stall kickoff and cause miscommunication between sales and delivery. This automation creates a formatted Trello project card, notifies internal staff by SMS, and sends scheduled client email follow-upsβso your team can move fast.
Quotientor swap with your favorite app
2.Formats accepted quote totals
Integrate Formatter by Zapier and currency math tools to calculate and format quote totals for use in downstream steps.
Formatter by Zapieror swap with your favorite app
3.Creates Trello project card
Integrate Trello and project boards to create a card with quote details, contact fields, and a configured position.
Trelloor swap with your favorite app
4.Sends internal SMS notification
Integrate ClickSend SMS and scheduling tools to send a job summary and formatted total to the on-call team.
ClickSend SMSor swap with your favorite app
5.Waits for follow-up schedule
Integrate Delay by Zapier and business timing controls to pause until the next follow-up window before emailing.
Delay by Zapieror swap with your favorite app
6.Sends client thank-you email
Integrate Gmail and email templates to send thank-you and next-steps messages with the quote link and totals.
Gmailor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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