1.Watches sent quote emails
Integrate Gmail and email parsing to forward sent message content to the automation pipeline for quote detection.
When sent quote emails stay unconfirmed, customers and internal teams miss delivery visibility. This automation watches Gmail messages, filters quote emails, extracts and normalizes phone numbers, and sends SMS confirmations—so your team can confirm delivery instantly.
Integrate Gmail and email parsing to forward sent message content to the automation pipeline for quote detection.
Integrate Filter by Zapier and keyword matching to continue only when quote-related messages qualify.
Integrate Formatter by Zapier and text extraction to pull the first matching phone number from the email body.
Integrate Formatter by Zapier and number formatting to replace the extracted number into a standardized dialing format.
Integrate Conexteo and messaging templates to send the confirmation SMS to the normalized recipient.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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