1.Runs monthly schedule
Integrate Schedule by Zapier and automation orchestration tools to start the monthly run for updating quote values.
Update lead quote values from monthly estimate pulls
Automatically monitor monthly estimate totals across Zapier Tables and CRM lead records. Update quote values when estimate totals are missingβso you can refresh pricing, set quotable status, and keep reps aligned without manual data cleanup.
How this automation refreshes lead quote values
When the monthly schedule runs and estimate totals are still blank, outdated quotes can stall deals and confuse reps. This automation finds missing table records, enriches them via an estimates API, and updates both database and lead quote fieldsβso your team can quote accurately.
Schedule by Zapieror swap with your favorite app
2.Finds records missing totals
Integrate Zapier Tables and database tables to find rows where the configured estimate total field is empty and return identifiers.
Zapier Tablesor swap with your favorite app
3.Iterates each missing row
Integrate Looping by Zapier and mapping tools to iterate each found row and pass record id and phone number onward.
Looping by Zapieror swap with your favorite app
4.Fetches estimate and job data
Integrate Code by Zapier and estimates API tools to call your estimates API and output job ids and estimate totals.
Code by Zapieror swap with your favorite app
5.Selects the right estimate
Integrate Formatter by Zapier and selection logic tools to pick the most relevant estimate id and total from the API results.
Formatter by Zapieror swap with your favorite app
6.Updates estimate fields in table
Integrate Zapier Tables and database update tools to write the chosen estimate id and total back to configured table fields.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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