1.Captures new submission
Integrate Jotform and form submission tools to capture quote submissions and start the project workflow.
Create project records from quote form submissions instantly
Automatically monitor new quote submissions across Jotform, Microsoft SharePoint, and RingCentral. Create and update records when quote requests arrive, phone numbers are provided, or requested timelines changeβso you can create project rows, link contacts, and update notes without manual data entry.
How this automation creates project records fast
When new quote submissions arrive, delays can stall estimating and scheduling. This automation converts submissions into SharePoint project records and enriches them with RingCentral contact matchesβso your team can start with complete project context.
Jotformor swap with your favorite app
2.Creates SharePoint item
Integrate Microsoft SharePoint and project tracker tools to create a new project row with mapped submission fields.
Microsoft SharePointor swap with your favorite app
3.Finds contact by phone
Integrate RingCentral and contact lookup tools to find an existing contact using the submitted phone number.
RingCentralor swap with your favorite app
4.Updates item with contact
Integrate Microsoft SharePoint and enrichment workflows to update the project row with the contact reference or note.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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