1.Detect new quotation records
Integrate Insightly and CRM workflows to watch for new quotation records.
Update quote record and SMS the assigned owner
Automatically enrich new quotation records across Insightly and format quote dates, currency, and totals. Create and update the quotation record and send SMS to the assigned owner when quote created, related IDs matched, or mobile phone availableβso you can update CRM fast, avoid manual calculations, and notify owners without reporting.
How this automation updates your quote records
When a new quotation arrives without enrichment, owners wait and forecast dates and totals stay inconsistent. This automation finds related records, formats dates and currency, aggregates line item totals, updates the quotation in Insightly, and sends SMSβso your team can act immediately.
Insightlyor swap with your favorite app
2.Find related opportunity and contacts
Integrate Insightly and data lookup tools to map related IDs to client and owner fields.
3.Format dates and currency outputs
Integrate Formatter by Zapier and date tools to format date fields and compute expiration and order by dates.
Formatter by Zapieror swap with your favorite app
4.Aggregate quote line item totals
Integrate AI by Zapier and calculation tools to compute quantities and totals and generate a product summary.
AI by Zapieror swap with your favorite app
5.Update quotation and opportunity records
Integrate Insightly and CRM update tools to write totals, formatted dates, and forecast close information.
6.Send SMS to assigned owner
Integrate SMS by Zapier and mobile messaging to notify qualifying owners with phone numbers.
SMS by Zapieror 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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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
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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