1.Detects quote accepted
Integrate Quotient to map quote title, accepted-by fields, quote PDF URL, totals, and item blocks as the source payload.
Create work order and billing records from accepted quote
Automatically monitor quote accepted events across Quotient and file attachment endpoints. Create and update work orders for operations and billing when job references and quote PDFs are readyβso you can extract line items, build import rows, and link billing contacts without manual paperwork.
How this automation accelerates quote-to-billing setup
When a quote is accepted, delays in billing handoffs can stall operations. This automation extracts job details and line items, populates an import worksheet and creates accounting contacts, and attaches the quote PDFβso your team can start billing faster.
Quotientor swap with your favorite app
2.Extracts job number and line rows
Integrate Formatter by Zapier to extract job number and split selected item descriptions into separate line-item rows.
Formatter by Zapieror swap with your favorite app
3.Appends import worksheet rows
Integrate Google Sheets to add line-item rows to your configured import worksheet with quantities, pricing, and tax columns.
Google Sheetsor swap with your favorite app
4.Finds or creates accounting contact
Integrate Xero to match the accepted-by contact by email and create a new contact when none exists.
Xeroor swap with your favorite app
5.Posts quote PDF and job reference
Integrate Webhooks by Zapier to post the quote PDF URL and job reference to your file-attachment endpoint.
Webhooks by Zapieror 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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