1.Catches dossier request hook
Integrate Webhooks by Zapier and automation triggers to trigger downstream steps when the dossier request button event is received.
Create client quote from dossier request via button
Automatically catch dossier request button events via Webhooks by Zapier across Notion and Holded. Create and update quotes when dossier records are found or contacts are matchedβso you can generate a quote reference, update your tracker, and avoid manual quote entry without paperwork.
How this automation records quote references fast
When a dossier request button event arrives, delays can block billing from acting. This automation catches the request, finds dossier records and contacts, creates a quote, and updates the dossier with the quote IDβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Finds dossier database item
Integrate Notion and database lookup tools to locate the dossier record and map incoming reference fields.
Notionor swap with your favorite app
3.Finds or creates contact
Integrate Holded and contact lookup tools to find a matching contact by email or create one when missing.
Holdedor swap with your favorite app
4.Formats quote date and fields
Integrate Code by Zapier and code logic tools to generate the quote date and computed fields for the quote.
Code by Zapieror swap with your favorite app
5.Creates the quote
Integrate Holded and invoicing tools to create a quote with mapped totals, currency, and tax code.
6.Updates dossier with quote ID
Integrate Notion and database update tools to write the created quote ID back to the dossier and add a status note.
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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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