1.Monitor quote status change
Integrate PaintScout and reporting data tools to detect quote status changed events to trigger row mapping.
Update proposal win-rate rows when quote status changes
Automatically monitor quote status changes across PaintScout and Google Sheets. Create and update proposal win rate rows when quotes move to viewed, sent, or acceptedβso you can normalize owner names, fill sent dates, and update the matching row without manual spreadsheet updates.
How this automation keeps proposal win rate rows current
When quote status changes but proposal rows stay stale, win rate reporting becomes unreliable and decisions slow down. This automation watches quote status changes and normalizes owner names and dates, then finds and updates the matching sheet rowβso your team can trust the numbers.
PaintScoutor swap with your favorite app
2.Normalizes incoming owner name
Integrate Formatter by Zapier and lookup tables to map incoming owner first and last name to a normalized display name.
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3.Derives ISO sent date logic
Integrate Formatter by Zapier and date formatting tools to set the sent date from the trigger timestamp when missing.
4.Finds matching proposal row
Integrate Google Sheets and worksheet lookup tools to match by proposal number and return the matching row ID.
Google Sheetsor swap with your favorite app
5.Stops when row not found
Integrate Filter by Zapier and spreadsheet logic to continue only when a sheet row exists for the proposal.
Filter by Zapieror swap with your favorite app
6.Updates proposal row with totals
Integrate Google Sheets and spreadsheet update tools to write owner, date columns, and amount totals into the matched row.
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