1.Detects new quote emails
Integrate Microsoft Outlook and email inboxes to detect new quote messages in a folder to start routing work.
Create job scheduling task from quote email triggers
Automatically monitor new quote emails in Microsoft Outlook and across project scheduling tools. Create job scheduling tasks by filtering for the trigger phrase, waiting briefly, looking up quote details in Simpro, and creating ready-to-schedule tasks in Asanaβso you can reduce task creation without manual routing.
How this automation creates scheduling tasks from quotes
When new quote emails arrive in a Microsoft Outlook folder, missed context can delay job scheduling. This automation filters messages and looks up quotes and creates ready-to-schedule tasks in Asanaβso you can assign the right jobs faster.
Microsoft Outlookor swap with your favorite app
2.Continues only matching subjects
Integrate Filter by Zapier and message matching tools to continue only for trigger-phrase messages to validate the quote reference.
Filter by Zapieror swap with your favorite app
3.Waits before quote lookup
Integrate Delay by Zapier and timing controls to wait 5 minutes to allow updates before checking quote details.
Delay by Zapieror swap with your favorite app
4.Searches the quote by reference
Integrate Simpro and quoting data to search for the quote to map job, customer, and site fields.
Simproor swap with your favorite app
5.Creates a ready-to-schedule task
Integrate Asana and task templates to duplicate the ready-to-schedule task and update the project and section.
Asanaor swap with your favorite app
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