1.Catch Hook submission
Integrate Webhooks by Zapier and automation mapping to receive the submission and to map identifiers and proposal inputs.
Generate and send proposal with payment link to clients
Automatically catch hook submissions across Webhooks by Zapier, build an HTML proposal, and create Stripe payment links with Zapier Tables records. Automatically create payment links and update service orders and notify stakeholders when submissions arriveβso you can send proposals without manual tracking.
How this automation generates client-ready proposals
When new service requests arrive, delays can stall quotes and payment acceptance. This automation catches hook submissions, looks up the right order, builds HTML proposal content, creates Stripe payment links, and updates order recordsβso your team can quote faster.
Webhooks by Zapieror swap with your favorite app
2.Find matching service order
Integrate Zapier Tables and record lookup to locate the service order and to pull pricing and required proposal fields.
Zapier Tablesor swap with your favorite app
3.Build proposal and payment payload
Integrate Code by Zapier and HTML generation to assemble the HTML proposal and to build the payment request body.
Code by Zapieror swap with your favorite app
4.Create Stripe payment link
Integrate Stripe and payments tooling to create the payment link and to return the payment link URL and ID.
Stripeor swap with your favorite app
5.Update order with payment info
Integrate Zapier Tables and order tracking to save the Stripe payment link URL and payment ID to the service order.
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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.
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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