1.Starts sub-zap with email input
Integrate Sub-Zap by Zapier and workflow inputs to start the enrichment payload flow for customer email terms.
Return customer discount and invoice terms to quoting
Automatically start an email-driven sub-zap across Zapier Tables and Formatter by Zapier. Send pricing fields back to your caller when email input arrives, exact customer email matches, or domain fallbacks hitβso you can enrich discounts, apply invoice terms, and reduce manual quoting edits.
How this automation returns pricing details for faster invoicing
When customer discount and invoice terms are missing or inconsistent, delays and errors creep into quoting. This automation formats email domains, looks up exact and domain records, and returns a pricing payloadβso your team applies correct terms instantly.
Sub-Zap by Zapieror swap with your favorite app
2.Splits email to extract domain
Integrate Formatter by Zapier and email parsing tools to split email and extract a domain for fallback lookups.
Formatter by Zapieror swap with your favorite app
3.Searches table for exact email
Integrate Zapier Tables and CRM data enrichment to search for an exact email match and return a record.
Zapier Tablesor swap with your favorite app
4.Searches table by email domain
Integrate Zapier Tables and domain lookup tools to search by email domain when exact matches fail.
5.Returns enrichment payload to caller
Integrate Sub-Zap by Zapier and invoicing settings to return discount amount and payment terms to the caller.
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