1.Catches incoming pricing payload
Integrate Webhooks by Zapier and data parsing tools to extract contact emails, reference fields, cost components, and validity dates.
When pricing requests arrive without a ready-to-send quote, response delays can cost deals. This automation catches request payloads, calculates and formats fees, and sends a branded quotation emailβso your team can quote fast without manual assembly.
Integrate Webhooks by Zapier and data parsing tools to extract contact emails, reference fields, cost components, and validity dates.
Integrate Formatter by Zapier and calculation tools to compute subtotal, tax, and the grand total from webhook cost components.
Integrate Formatter by Zapier and reporting tools to format currency and date strings for display from totals and validity inputs.
Integrate Microsoft Outlook and email templates to send the formatted quotation to the requester and CC commercial contacts.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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