1.Detect accepted flag changes
Integrate Spiro to monitor accepted flag updates and trigger processing for the right assembly record.
Mark assembly as won and update opportunity records
Automatically monitor the assembly accepted flag across Spiro custom entities. Automatically close assemblies and update opportunity quote fields and fetch labor pricing dataβso you can avoid manual quoting and chasing updates without delays.
How this automation closes your quote faster
When an assembly accepted flag changes, delays can stall quote closure and cause mismatch in opportunity data. This automation monitors accepted flag updates and updates opportunity quote fields and assemblies and requests labor pricingβso your team can close deals faster.
Spiroor swap with your favorite app
2.Find matching assembly record
Integrate Spiro and custom entity records to look up the referenced assembly and map its key fields.
3.Update opportunity with quote details
Integrate Spiro and quote field mapping to update the opportunity quote section with quantity, unit price, revenue, and turn time.
4.Request labor pricing data
Integrate Webhooks by Zapier and vendor API tools to POST a pricing request and capture returned labor pricing JSON.
Webhooks by Zapieror swap with your favorite app
5.Update assembly and notify owner
Integrate Spiro and push notifications to write labor pricing JSON back to the assembly and alert the assigned owner if incomplete.
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