1.Detects new quote request card
Integrate Trello and project card tracking to trigger quote email actions when a new card appears in the specified list.
Send quote emails from board card to customers
Automatically monitor quote request cards in Trello for new card creation across Gmail and Trello. Automatically send or create quote drafts when contact and pricing fields arrive so you can deliver VAT totals, route approvals, and update card status without manual follow-up.
How this automation speeds your quote delivery
When quote request cards sit in Trello without emails going out, customers wait and quotes stall. This automation formats recipient details and VAT totals, routes send versus draft, and updates Trello with traceable linksβso your team can move faster.
Trelloor swap with your favorite app
2.Extracts contact and prices
Integrate Formatter by Zapier and data extraction tools to map card fields into customer email and VAT-inclusive totals.
Formatter by Zapieror swap with your favorite app
3.Waits two minutes
Integrate Delay by Zapier and automation timing controls to hold execution so rapid card edits can settle.
Delay by Zapieror swap with your favorite app
4.Routes send versus draft
Integrate Paths by Zapier to evaluate the configured email option and quote type for the correct branch.
Paths by Zapieror swap with your favorite app
5.Sends or creates quote message
Integrate Gmail and email templating tools to send an HTML quote email or create an editable draft.
Gmailor swap with your favorite app
6.Updates card status and comment
Integrate Trello and collaboration tools to add a quote status label and append a card comment with message or draft traceability.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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