1.Captures new merchant quote submission
Integrate Jotform and form capture tools to collect each merchant quote submission payload for processing.
Create pricing quote record from merchant form submissions
Automatically capture new merchant quote submissions across Jotform and Zapier Tables. Automatically create and enrich quote records when quote forms submit, country needs ISO mapping, or risk profile changesβso you can generate quote IDs, compute fee fields, and standardize a table record without manual data entry.
How this automation creates pricing quote records
When new merchant quote submissions land, delays can break quote reviews and slow follow-up. This automation runs enrichment scripts and creates a standardized record in Zapier Tablesβso your team can review quotes faster.
Jotformor swap with your favorite app
2.Generates and normalizes quote IDs
Integrate Code by Zapier and data enrichment tools to generate a unique quote ID and normalize country and currency.
Code by Zapieror swap with your favorite app
3.Calculates fees and volume fields
Integrate Code by Zapier and analytics helpers to convert volumes, format fee numbers, and compute total fee fields.
4.Creates a risk profile decision
Integrate Code by Zapier and scoring logic to classify industry and country risk and output a concise risk profile.
5.Creates record in quote table
Integrate Zapier Tables and database mapping to create or match quote records by merchant email and store computed fields.
Zapier Tablesor swap with your favorite app
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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.
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