1.Detect new quote row
Integrate Airtable and database lookup tools to detect a new quote row in your configured quotes table and start the workflow.
Send quote emails to clients and update project records
Automatically detect new quote rows across Airtable and format delivery dates. Create and update quote-ready project records and email approvals when quote row added or requester reference changes or quote table entries createdβso you can finalize cost, dates, and status without manual reporting.
How this automation accelerates quote approvals
When a new quote row is added, quote details can stall and approvals get delayed. This automation finds requester and project data, formats delivery dates, updates project records, and conditionally sends client emailsβso your team can move faster.
Airtableor swap with your favorite app
2.Find requester record
Integrate Airtable and contacts database tools to search your contacts table by requester reference and map requester fields to outputs.
3.Find project record
Integrate Airtable and project tracking tools to search your projects table by project reference and map project fields to outputs.
4.Format delivery date
Integrate Formatter by Zapier and date formatting tools to format the quoted delivery date into a readable string for the project record.
Formatter by Zapieror swap with your favorite app
5.Update project record
Integrate Airtable and project tracking tools to write quoted cost and formatted delivery date and set quote readiness stage.
6.Send client quote email
Integrate Gmail and email approval tools to conditionally send a quote email when the notify flag is true.
Gmailor 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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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.
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