1.Detect form submission created
Integrate Zapier Forms and form workflows to trigger draft estimate creation from new submissions.
Create draft estimate and notify team from form submissions
Automatically monitor form submission created across Zapier Forms, AI by Zapier, Webhooks by Zapier, Google Sheets, Zoho Books, and Telegram. Create and update when item IDs resolve, customer records match, or draft estimates are readyβso you can draft estimates, populate line items, and notify the team without manual quoting.
How this automation accelerates your quote fulfillment
When form submissions create new quote requests, slow follow-up can stall fulfillment and delay revenue. This automation extracts item identifiers, creates draft estimates, and notifies the teamβso your team can review quotes faster.
Zapier Formsor swap with your favorite app
2.Extract item identifier
Integrate AI by Zapier, URL mapping, and review flags to extract an item ID from the submitted item URL.
AI by Zapieror swap with your favorite app
3.Fetch item details
Integrate Webhooks by Zapier and API lookups to fetch item title, price, and dimensions for estimate fields.
Webhooks by Zapieror swap with your favorite app
4.Lookup customer details
Integrate Google Sheets and customer lookup tools to map submitted email to a customer record or new-customer flag.
Google Sheetsor swap with your favorite app
5.Create draft estimate
Integrate Zoho Books and pricing calculations to create a draft estimate with item lines and shipping as a separate line.
Zoho Booksor swap with your favorite app
6.Send team notification
Integrate Telegram and chat notifications to post a message that links the draft estimate and draft number placeholder.
Telegramor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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