1.Catches new inbound email
Integrate Email by Zapier, email routing tools, and inbox capture tools to capture email subject, body, and attachments as fields.
Create quote cards from incoming customer email requests
Automatically catch new inbound email requests across Email by Zapier and Trello. Create quote cards when inbox messages arrive and then capture details, attach files, and add cards to your quote listβso you can avoid manual quoting coordination.
How this automation creates quote cards from email requests
When new quote request emails land in your inbox, delays can cost time preparing estimates. This automation catches inbound emails, then creates Trello quote cards with subject, body, and attachmentsβso your team can start quoting faster.
Email by Zapieror swap with your favorite app
2.Creates quote card in Trello
Integrate Trello and board tools to create a card, map subject and body, attach files, and place it at the bottom.
Trelloor 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
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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.
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
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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