1.Captures form submission created
Integrate Zapier Forms and form mapping tools to capture submission fields and map them to your quote structure.
Create quote record and invoice from form submission
Automatically create quote records and invoices across Zapier Forms, Zapier Tables, IRIS KashFlow, and monday.com. Create and update billing and project work when form submissions are created or customer emails match or references generateβso you can speed invoicing, reduce manual setup, and start delivery without paperwork.
How this automation accelerates quote-to-invoice delivery
When form submissions are created, delays can stall billing and delivery. This automation captures quote details, creates a stored quote, and generates invoice and project workβso your team can invoice faster and ship work on time.
Zapier Formsor swap with your favorite app
2.Creates quote record
Integrate Zapier Tables and database mapping to create a new Quote record and store totals, reference, and description for billing.
Zapier Tablesor swap with your favorite app
3.Creates invoice
Integrate IRIS KashFlow and customer lookup tools to create or find the customer and generate an invoice from quote line items.
IRIS KashFlowor swap with your favorite app
4.Creates project item
Integrate monday.com and project boards to create a project item, set Ready status, and add tags or subitems for services.
monday.comor swap with your favorite app
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Explore all quote management automations
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!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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