1.Detects form submission
Integrate Zapier Forms, data entry tools, and workflow triggers to capture intake form data and to create downstream requests.
Create estimate and job folder from intake form
Automatically detect intake form submissions across Zapier Forms, QuickBooks Online, AI by Zapier, Google Contacts, Google Drive, Google Docs, Trello, Zapier Tables, and Twilio. Create and update estimates, project folders, and SMS notifications when new form submitted, project intake received, or quote request capturedβso you can prevent manual rekeying, speed up follow-up, and keep jobs organized without paperwork.
How this automation accelerates new job setup
When intake forms are submitted, delays can stall estimates and leave jobs unassigned. This automation finds or creates customers, generates estimates, and builds project workspaces and alerts the right peopleβso your team can start work immediately.
Zapier Formsor swap with your favorite app
2.Finds or creates customer
Integrate QuickBooks Online, CRM matching tools, and contact data fields to find or create the customer and to prepare estimate ownership.
QuickBooks Onlineor swap with your favorite app
3.Summarizes project brief
Integrate AI by Zapier, summarization tools, and text processing to generate project brief outputs to structure estimate content.
AI by Zapieror swap with your favorite app
4.Creates estimate
Integrate QuickBooks Online, estimate workflows, and date rules to create an estimate and to generate billable job lines.
5.Creates customer contact
Integrate Google Contacts, contact syncing tools, and form fields to create the contact and to keep customer info consistent.
Google Contactsor swap with your favorite app
6.Creates project folder
Integrate Google Drive, storage workspaces, and folder conventions to create a customer project workspace to centralize job files.
Google Driveor swap with your favorite app
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Explore all quote management automations
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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