1.Catches Hook for incoming submission
Integrate Webhooks by Zapier and webhook receivers to catch incoming design submissions and trigger the quote workflow.
Create project quotes from incoming design webhooks to sales queue
Automatically catch design submissions via Webhooks by Zapier across Zapier Tables, Filter by Zapier, Webhooks by Zapier, Google Sheets, and Simpro. Create and enrich project quotes when create events happen or project identifiers are valid or events qualify for quotesβso you can prevent duplicates, map costs, and hand off quotes without manual reporting.
How this automation accelerates quote handoffs
When qualifying design create events arrive, delays can block sales handoff and cause missed quoting windows. This automation catches webhooks, deduplicates and enriches project data, and creates customer and project quote recordsβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates dedupe tracking row
Integrate Zapier Tables and data storage tools to find or create a tracking row so duplicates do not proceed.
Zapier Tablesor swap with your favorite app
3.Filters events for configured creates
Integrate Filter by Zapier and event rules to continue only for qualifying create events and stop non project events.
Filter by Zapieror swap with your favorite app
4.Gets project enrichment from source API
Integrate Webhooks by Zapier and API data mapping to retrieve project attributes and map them into quote fields.
5.Looks up cost center and part mappings
Integrate Google Sheets and catalog lookup tables to retrieve cost center and part references for quote line items.
Google Sheetsor swap with your favorite app
6.Creates customer site and project quote
Integrate Simpro and CRM-style records to create or match customer and site and generate the project quote.
Simproor 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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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