1.Detect sale status change
Integrate Cin7 Core Inventory and order context tools to catch sale status change events and map sale IDs into the workflow.
Update quote tracker when a sale is authorised
Automatically monitor sale status changes across Cin7 Core Inventory and Zapier Tables. Create and update quote records when a sale is authorised, sale moves to authorised, or order authorisedβso you can refresh quote details, update totals, and keep the Quote Tracker sheet current without manual quote updates.
How this automation updates your quote tracker records
When sale status change events stay scattered between systems, billing and operations see stale order context and delays. This automation catches authorised sales, retrieves sale details, and updates quote records and your Quote Tracker sheetβso your team can act on the latest order information.
Cin7 Core Inventoryor swap with your favorite app
2.Wait for one minute
Integrate Delay by Zapier and timing controls to pause execution for one minute before quote lookups.
Delay by Zapieror swap with your favorite app
3.Search for matching quote
Integrate Zapier Tables and database tools to find the quote row by order number and return the matching record id.
Zapier Tablesor swap with your favorite app
4.Retrieve full sale details
Integrate Cin7 Core Inventory and analytics tools to retrieve sale totals, fulfilment and invoice statuses, notes, and sale date.
5.Standardise sale date format
Integrate Formatter by Zapier and reporting formats to convert sale dates for consistent DD slash MM slash YYYY output.
Formatter by Zapieror swap with your favorite app
6.Update the quote record
Integrate Zapier Tables and record fields to update totals, status, last modified timestamp, and sale ID in your quote table.
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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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