1.Catches new quote request entry
Integrate Cognito Forms and form submission tracking to detect new quote requests and start the automation flow.
Send quote starter link to prospect and archive card
Automatically monitor quote request submissions across Cognito Forms. Automatically send quote starter links and update deal cards when quote form submitted, quote request received, or new entry recordedβso you can create short links, deliver messages, and archive Trello cards without manual outreach.
How this automation accelerates quote follow-up
When quote request submissions come in, delays can slow sales cycles and miss the moment a buyer is ready. This automation creates short links and routes quote messages and updates Trello cardsβso your team can respond without manual follow-up.
Cognito Formsor swap with your favorite app
2.Creates short quote starter link
Integrate Short.io and link tracking tools to create a short URL and map form fields into query parameters.
Short.ioor swap with your favorite app
3.Delivers quote message via sub-zap
Integrate Sub-Zap by Zapier and messaging routing logic to send the short URL using the selected channel.
Sub-Zap by Zapieror swap with your favorite app
4.Finds matching Trello card
Integrate Trello and board search to find the right card, then attach the link and archive or move it.
Trelloor swap with your favorite app
5.Runs fallback delivery and logging
Integrate Sub-Zap by Zapier and logging tools to deliver an alternate message or record the event when channel data is missing.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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