1.Monitor quote authorised sale details
Integrate Cin7 Core Inventory and inventory tools to retrieve sale and quote line arrays when quote authorised.
Update quote tracker and email bathroom summary to stakeholders
Automatically monitor quote authorised events across Cin7 Core Inventory and Gmail and Google Sheets. Create and update a quote record, generate a categorized breakdown, and send stakeholder emails when quote authorized, sale status changes, or sale order authorizesβso you can reduce manual reporting and follow-up.
How this automation updates quote stakeholders fast
When quote authorised events happen, delays can stall stakeholder communication and quote tracking. This automation fetches sale details, creates or updates quote records, and generates AI summaries and emails and spreadsheet rowsβso your team can keep proposals moving.
Cin7 Core Inventoryor swap with your favorite app
2.Find or create central quote record
Integrate Zapier Tables and data mapping tools to find by sale order number and create a record when missing.
Zapier Tablesor swap with your favorite app
3.Generate categorized bathroom summary
Integrate AI by Zapier and templating tools to request grouped categories and notes, then output an HTML or text summary.
AI by Zapieror swap with your favorite app
4.Send stakeholder email summary
Integrate Gmail and email routing tools to send the AI summary to stakeholders and include a link to the quote record.
Gmailor swap with your favorite app
5.Update or add reporting row
Integrate Google Sheets and spreadsheet lookups to update or insert a row using sale order number and totals and item text.
Google Sheetsor 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
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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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