1.Detect new or updated quotation
Integrate Exact Online, and quotation trackers to detect new or updated quotation records for task creation.
Create or update quote tasks for sales pipeline
Automatically monitor new or updated quotation records across Exact Online and Zapier Tables. Create and update quote tasks when quotations arrive or changeβso you can create duplicate-safe tasks, assign follow-up owners, and set due dates without manual follow-up.
How this automation accelerates your follow-up
When new or updated quotations are left untracked, reps lose context and follow-up slips. This automation watches Exact Online quotations, checks duplicates and assignees, then creates or updates Asana quote tasksβso your team can follow up fast.
Exact Onlineor swap with your favorite app
2.Find quotation to prevent duplicates
Integrate Zapier Tables and data lookup tools to check recent quotations by quotation number to prevent duplicates.
Zapier Tablesor swap with your favorite app
3.Find assignee mapping for sales
Integrate Zapier Tables and assignment mapping tools to map salesperson reference to an assignee ID.
4.Transform due date for Asana
Integrate Formatter by Zapier and date formatting tools to calculate due dates from quotation date for Asana.
Formatter by Zapieror swap with your favorite app
5.Create or update task by quotation
Integrate Asana and project task tools to create or update tasks using quotation number, due date, and assignee.
Asanaor 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.
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