1.Receives request payload
Integrate Webhooks by Zapier and request intake tools to capture the incoming payload and start the automation flow.
Create tailored sales decks from incoming request webhook
Automatically catch incoming request payloads across Webhooks by Zapier, Storage by Zapier, Zapier Tables, Formatter by Zapier, and Google Slides. Create a deck when new requests arrive, storage keys are missing or not found, and placeholders are formattedβso you can prevent duplicates, enrich deal details, and share ready slides without manual deck building.
How this automation creates tailored sales decks
When incoming requests pile up, delays can derail deal momentum and duplicate decks create confusion. This automation catches request payloads, checks for existing keys, enriches records, formats fields, and creates a branded Google Slides deckβso your team can hand off consistently.
Webhooks by Zapieror swap with your favorite app
2.Checks storage key
Integrate Storage by Zapier and key value storage to look up an existing key and continue only for new requests.
Storage by Zapieror swap with your favorite app
3.Finds the related record
Integrate Zapier Tables and record lookup tools to locate the related account or opportunity for enrichment.
Zapier Tablesor swap with your favorite app
4.Formats dates and text
Integrate Formatter by Zapier and transform tools to normalize text and format dates for template placeholders.
Formatter by Zapieror swap with your favorite app
5.Creates presentation from template
Integrate Google Slides and template slide decks to create the branded presentation and apply sharing.
Google Slidesor swap with your favorite app
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Accelerate rep readiness with automated asset routing, content requests, and approval updates
Set up in minutes
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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