1.Catch hook for trip planner submission
Integrate Webhooks by Zapier and webhook intake tools to capture incoming trip planner submissions to start trip tracking.
Create trip lead, client folder and nurture sequence
Automatically capture trip planner submissions across Webhooks by Zapier, Airtable, and Gmail. Start follow-up automatically when trip submission arrives, proposal ID is included, or trip details confirm—so you can create trip records, store proposal files, and send emails without manual follow-up.
How this automation accelerates your trip follow-ups
When trip requests arrive without an instant system of record, follow-up gets delayed and opportunities slip. This automation captures submissions, creates trip and folder records, and sends internal and customer proposal emails—so your team can respond at the right time.
Webhooks by Zapieror swap with your favorite app
2.Create trip record in Airtable
Integrate Airtable and data mapping tools to create a tracked trip record to centralize trip details.
Airtableor swap with your favorite app
3.Create client folder and copy template
Integrate Google Drive and file storage workflows to create a client folder and copy the configured proposal spreadsheet to organize costs.
Google Driveor swap with your favorite app
4.Find or store proposal PDF
Integrate Google Drive and document management tools to locate or place the proposal PDF in the client folder to return a file link.
5.Send internal and customer emails
Integrate Gmail and email sending workflows to notify the team and send a customer proposal email with the PDF link to deliver next steps.
Gmailor swap with your favorite app
6.Start follow-up cadence
Integrate Delay by Zapier and workflow scheduling tools to wait, check the Airtable record, and trigger reminder emails to advance statuses.
Delay by Zapieror swap with your favorite app
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Step 1
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