1.Catches inbound webhook payload
Integrate Webhooks by Zapier to receive extracted quote data and trigger the workflow to populate quote context.
Update quote records from extracted documents for reps
Automatically catch inbound webhook payloads and parse quote identifiers across Salesforce and Google Drive. Create and update when quote numbers match or document filenames arrive or key fields are extractedβso you can enrich quote records and attach source files without manual review.
How this automation updates quote records with extracted data
When extracted quote details arrive via a webhook, delays can leave quote fields incomplete for reps. This automation catches the payload and finds the quote, normalizes parsed fields, enriches vendor info, updates Salesforce, and attaches the source fileβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Finds matching quote record
Integrate Salesforce and CRM lookup tools to search for the quote by the incoming quote number and return the record id.
Salesforceor swap with your favorite app
3.Finds source document file
Integrate Google Drive and file lookup tools to search for the document by title and return the file link to attach.
Google Driveor swap with your favorite app
4.Normalizes and categorizes fields
Integrate Code by Zapier and data parsing tools to clean filenames and categorize emails for owner and customer outputs.
Code by Zapieror swap with your favorite app
5.Looks up vendor in sheet
Integrate Google Sheets and vendor lookup tools to query the vendor sheet by parsed description and return vendor name.
Google Sheetsor swap with your favorite app
6.Updates quote and attaches file
Integrate Salesforce and document attachment workflows to update parsed quote fields and attach the Drive file link to the quote.
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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
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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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