1.Detect authorised quote sale change
Integrate Cin7 Core Inventory and analytics data tools to capture the authorised quote sale status event and extract sale and contact fields.
Update authorised quote records in central table daily
Automatically monitor sale status change for authorised quotes across Cin7 Core Inventory, Formatter by Zapier, and Zapier Tables. Create and update when sale status changes, authorised quotes get authorized, or sales go authorisedβso you can trim emails, upsert quote rows, and capture sale totals without manual table updates.
How this automation updates your quote table
When sale status changes for an authorised quote, delays can stall billing and fulfillment. This automation detects authorised quote events, normalizes contact emails, and updates your Zapier Tables recordsβso your team can rely on accurate quote rows.
Cin7 Core Inventoryor swap with your favorite app
2.Normalize customer contact email
Integrate Formatter by Zapier, data cleaning tools, and contact enrichment tools to trim and normalize the customer contact email for the lookup and update.
Formatter by Zapieror swap with your favorite app
3.Find or create central quote record
Integrate Zapier Tables, spreadsheet style indexing tools, and data mapping tools to find the quote record by order number or create a new row.
Zapier Tablesor swap with your favorite app
4.Fetch detailed sale fields
Integrate Cin7 Core Inventory and invoicing reporting tools to fetch sale details by sale ID and pull customer, totals, and status information.
5.Update central quote columns
Integrate Zapier Tables and workflow reporting tools to update the table record with totals, notes, fulfillment, invoice status, and sale dates.
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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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