1.Catch Raw Hook
Integrate Webhooks by Zapier and webhook endpoints to receive the raw payload and start quote event processing.
Create quote event records and update quote status
Automatically catch raw quote webhook payloads across Webhooks by Zapier. Create and update quote event records and statuses from incoming submissions, so you can keep quote tracking current without manual entry or audits.
How this automation records quote events automatically
When raw quote webhook payloads arrive, delays can leave quote status and audit trails incomplete. This automation parses and flattens event data and updates Airtable recordsβso your team can track changes without manual entry.
Webhooks by Zapieror swap with your favorite app
2.Run JavaScript
Integrate Code by Zapier and data transformation tools to parse and flatten incoming JSON into usable event fields.
Code by Zapieror swap with your favorite app
3.Find Record
Integrate Airtable and database lookup tools to find the matching quote record by quote reference.
Airtableor swap with your favorite app
4.Update Record or Create Event
Integrate Airtable and database writing tools to update quote fields and always create a new event row.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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Marcelo Lebre, Co-Founder
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