1.Detect quote sent event
Integrate Quotient and analytics tools to trigger outreach timing based on quote sent events.
Send 15% renewal email to expired quote recipients
Automatically monitor expired quote events in Quotient and route qualifying recipients across Zapier workflows. Create 15 percent renewal emails with a generated discount code and quote link when quote expires and duplicates are avoided, so you can protect renewal momentum and skip manual follow-up.
How this automation sends renewal emails at the right time
When quote expiration triggers outreach needs but follow-up is delayed, renewals can stall. This automation waits, filters recipients, prevents duplicates, generates a 15 percent discount code, and sends a personalized refresh emailβso your team can recover renewals fast.
Quotientor swap with your favorite app
2.Delays outreach for 14 days
Integrate Delay by Zapier and scheduling tools to wait 14 days before contacting an expired quote recipient.
Delay by Zapieror swap with your favorite app
3.Filters qualifying recipients
Integrate Filter by Zapier and routing rules to skip excluded domains and internal contacts before sending.
Filter by Zapieror swap with your favorite app
4.Looks up existing outreach by quote number
Integrate Zapier Tables and database lookups to find prior outreach records and continue only when none exist.
Zapier Tablesor swap with your favorite app
5.Generates a 15 percent discount code
Integrate Formatter by Zapier and code generation rules to create a short discount code from the quote number.
Formatter by Zapieror swap with your favorite app
6.Sends personalized renewal email
Integrate Gmail and email templates to send the 15 percent refresh email with a quote link and discount code.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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