1.Catches incoming webhook payload
Integrate Webhooks by Zapier and request routing to forward the raw payload so you can parse quotation fields.
Update deal records with incoming quotation numbers and details
Automatically catch incoming quotation webhooks across Webhooks by Zapier, Code by Zapier, Google Sheets, Zapier Tables, and monday.com. Update matching deal records with parsed quote numbers and details and keep deal data current without manual data entry.
How this automation keeps deal records up to date
When incoming quotation payloads arrive but deal data stays scattered, updates can stall and owners miss the latest numbers. This automation parses the webhook and maps sheet fields to monday.com, so your team can update deal stage, owner, and value without manual entry.
Webhooks by Zapieror swap with your favorite app
2.Parses webhook quote reference
Integrate Code by Zapier and data parsing to extract the item identifier and quote reference from the webhook body.
Code by Zapieror swap with your favorite app
3.Looks up quotation row
Integrate Google Sheets and spreadsheet lookup to find the matching row using the quote reference.
Google Sheetsor swap with your favorite app
4.Finds matching contact record
Integrate Zapier Tables and database lookup to match sheet contact details and return the contact record id.
Zapier Tablesor swap with your favorite app
5.Updates deal columns and item name
Integrate monday.com and board updates to change multiple columns and set a truncated item title from the sheet.
monday.comor swap with your favorite app
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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
Connect your tools
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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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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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