1.Detect session closed
Integrate Darwin AI and transcript parsing tools to capture session metadata and assistant quote outputs to prepare the payload.
Create service order and send post-call quote message
Automatically capture session-closed quote details across Darwin AI and Zapier tools. Create and update when sessions close, parsing finishes, or quote items populateβso you can create service orders, send outbound quote messages, and map pricing without manual outreach delays.
How this automation creates service orders and quotes
When session-closed conversations are not converted right away, orders and quotes can stall and pricing can be missed. This automation captures session metadata, creates or matches service orders, and sends a templated quote messageβso your team can move faster.
Darwin AIor swap with your favorite app
2.Filter PSTN and non test sessions
Integrate Filter by Zapier and call validation rules to run conditional checks to continue only for eligible sessions.
Filter by Zapieror swap with your favorite app
3.Pause before outreach
Integrate Delay by Zapier and timing controls to wait 2 minutes to allow final parsing updates before messaging.
Delay by Zapieror swap with your favorite app
4.Route single or multi option quotes
Integrate Paths by Zapier and quote mapping logic to branch by quoted item count to build order fields.
Paths by Zapieror swap with your favorite app
5.Post service order request
Integrate Webhooks by Zapier and order system endpoints to post to your service order endpoint to create or match orders.
Webhooks by Zapieror swap with your favorite app
6.Send templated outbound quote
Integrate Darwin AI and messaging templates to send a templated outbound quote to map phone recipients and quote placeholders.
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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.
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