1.Detect new outbound message
Integrate Salesforce and CRM record lookup to detect related proposal records for estimate creation.
Create estimate from proposal request and attach PDF
Automatically monitor new outbound messages across Salesforce and proposal requests across Webhooks by Zapier and Formatter by Zapier. Create estimate documents and attach PDFs when outbound message references match proposalsβso you can create estimates, update records, and assign follow-up tasks without manual quoting.
How this automation creates estimates with attached PDFs
When proposal requests arrive through outbound messaging, delays can stall quoting and follow-ups. This automation finds the related proposal, generates an estimate PDF, and updates Salesforce records and tasksβso your team can quote faster.
Salesforceor swap with your favorite app
2.Find related proposal record
Integrate Salesforce and account matching to lookup the proposal record from the outbound message reference.
3.Request OAuth access token
Integrate Webhooks by Zapier and token storage to fetch an OAuth token for the document system.
Webhooks by Zapieror swap with your favorite app
4.Search template and convert
Integrate Webhooks by Zapier and document APIs to convert the proposal model into an estimate draft.
5.Normalize estimate fields
Integrate Formatter by Zapier and data formatting tools to normalize dates, lines, and discount and tax defaults.
Formatter by Zapieror swap with your favorite app
6.Create estimate and PDF
Integrate Webhooks by Zapier and document generation to create the estimate and fetch the PDF output.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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