1.Detects new ticket in view
Integrate Zendesk and ticketing workflows to detect the moment a request enters your proposal process.
Create priced proposal PDF and attach to ticket
Automatically monitor new tickets in Zendesk and format proposal fields across Formatter by Zapier and Google Docs. Create and update when ticket created in view, price request received, or requester matchesβso you can generate proposal PDFs, attach proposals to tickets, and qualify prospects without manual follow-up.
How this automation accelerates proposal delivery
When a new price-request ticket appears in Zendesk, delays can cost sales momentum and create extra back-and-forth. This automation formats template fields, generates a proposal PDF, attaches it to the ticket, and updates the requesterβso your team can follow up faster.
Zendeskor swap with your favorite app
2.Transforms ticket dates
Integrate Formatter by Zapier and date formatting tools to transform timestamps into created and expiry date values.
Formatter by Zapieror swap with your favorite app
3.Formats pricing fields
Integrate Formatter by Zapier and data normalization tools to convert price and estimate values into template-ready strings.
4.Creates proposal PDF from template
Integrate Google Docs and document template systems to generate and export a proposal PDF from ticket data.
Google Docsor swap with your favorite app
5.Attaches proposal to ticket
Integrate Zendesk and document attachment tools to attach the exported PDF and add an internal comment.
6.Updates customer-type for sales
Integrate Zendesk and CRM-style user profiles to mark the requester as a qualified prospect for follow-up.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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!)
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David Laderberg, VP of Sales
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