1.Detect new submission from renewal form
Integrate GoCanvas and submission mapping tools to detect new renewal form submissions and to capture customer email, coordinator email, submission ID, and PDF fields.
Send renewal quotation to customer from form submission
Automatically monitor new renewal form submissions across GoCanvas. Send renewal quotations when renewal submissions arrive, qualified records pass filters, or quotation PDFs are availableβso you can filter properly, format dates, and email quotes without manual follow-up.
How this automation sends renewal quotes reliably
When renewal submissions need manual review and quoting, delays can impact renewals and customer confidence. This automation captures renewal form submissions, filters qualifications, formats dates, and sends emailed quotes with attachments and coordinator CCβso your team can deliver quotes faster.
GoCanvasor swap with your favorite app
2.Filters qualifying renewal records
Integrate Filter by Zapier and validation rules to continue only for qualifying records so you can prevent non renewal requests from proceeding.
Filter by Zapieror swap with your favorite app
3.Formats submission date for email
Integrate Formatter by Zapier and date formatting tools to map the raw date field into a human readable date for email subject and body.
Formatter by Zapieror swap with your favorite app
4.Sends renewal quotation email
Integrate Gmail and email attachment tools to send the renewal quote to the customer, CC the coordinator, and attach the quote PDF when present.
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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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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