1.Catch Hook payload
Integrate Webhooks by Zapier and webhook handling tools to capture quote reference fields to evaluate the incoming close event.
Close and annotate quotes with client approval status
Automatically monitor close as won webhook arrivals across Webhooks by Zapier and Scoro. Create and update when a matching quote needs an approved status or remediation noteβso you can update records, preserve approval context, and close faster without manual quote chasing.
How this automation closes quotes with approval status
When close as won updates land but quotes are not updated with clear approval context, owners waste time and deals stall. This automation monitors webhook arrivals, finds the quote, and branches to create or update the approved status and remediation noteβso your team can respond fast and keep approvals clear.
Webhooks by Zapieror swap with your favorite app
2.Find Quote in Scoro
Integrate Scoro and CRM search tools to look up the related quote by quote reference and stop when no match is found.
Scoroor swap with your favorite app
3.Branch on approval readiness
Integrate Paths by Zapier and Filter by Zapier and workflow routing tools to evaluate promotion and approval note fields before proceeding.
Filter by Zapieror swap with your favorite app
4.Create or update quote
Integrate Scoro and quote editing tools to set approved status and approval notes or add a remediation action item for owners.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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