1.Captures new quote submission
Integrate Jotform and form submission workflows to capture each configured quote payload and to trigger your estimate flow.
Create estimates and log quote requests into your database
Automatically monitor new quote form submissions across Jotform, Formatter by Zapier, Webhooks by Zapier, Zapier Tables, and Email by Zapier. Automatically create and update estimates when quote is submitted, files are uploaded, or UTM details are includedβso you can encode descriptions, generate estimates, and log responses without manual entry.
How this automation creates estimates and logs quote requests
When a quote form submission arrives, delays can stall follow-up and revenue. This automation posts estimates and logs request outcomes and errorsβso your team can act fast on every quote.
Jotformor swap with your favorite app
2.Transforms text and files
Integrate Formatter by Zapier and text processing tools to encode descriptions and to split uploaded files into an array.
Formatter by Zapieror swap with your favorite app
3.Posts estimate request
Integrate Webhooks by Zapier and API endpoints to POST a JSON payload and to create an estimate in your external system.
Webhooks by Zapieror swap with your favorite app
4.Creates quote request log
Integrate Zapier Tables and spreadsheet-style databases to create a log row and to store request details and the response.
Zapier Tablesor swap with your favorite app
5.Sends error alert
Integrate Email by Zapier and alerting tools to notify on webhook errors and to help you triage failed estimate calls.
Email by Zapieror 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
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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.
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