1.Catches hook opportunity payload
Integrate Webhooks by Zapier to receive the incoming payload and extract opportunity identifiers and core fields to trigger quote deck creation.
Create quick quote deck from opportunity record instantly
Automatically catch opportunity payloads across Webhooks by Zapier, Airtable, Google Slides, Delay by Zapier, and Google Drive. Create and update when opportunity identifier arrives, core fields transfer, or line items loadβso you can build decks, export PDFs, and update opportunity quotes without manual deck building.
How this automation accelerates quote deck creation
When incoming opportunity payloads arrive, delays can stall quotes and leave reps scrambling to rebuild decks. This automation creates a presentation, exports and moves a PDF, and updates the opportunity recordβso your team can send quotes faster.
Webhooks by Zapieror swap with your favorite app
2.Finds opportunity record
Integrate Airtable to look up the opportunity and fetch related line item fields to assemble the deck content.
Airtableor swap with your favorite app
3.Creates presentation from template
Integrate Google Slides to map opportunity fields and line items into a branded presentation to generate the quote deck layout.
Google Slidesor swap with your favorite app
4.Delays for export readiness
Integrate Delay by Zapier to pause briefly to allow export processing to prevent missing PDF output.
Delay by Zapieror swap with your favorite app
5.Exports and moves PDF
Integrate Google Drive to export the presentation as a PDF, move it into your proposals folder, and capture the PDF link.
Google Driveor swap with your favorite app
6.Updates opportunity with PDF link
Integrate Airtable to update the opportunity PDF field and set quote status where applicable to complete the quote workflow.
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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