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Create project card and notify client after quote accepted

Create project card and notify client after quote accepted

Accepted quotes currently don't create project records, leaving schedulers without job details. Get a project card created, a customer email sent, and staff alerted so work starts same day.

Create project card and notify client after quote accepted

Overview

Accepted quotes should trigger action, not manual follow-ups. This flow creates the project card, alerts schedulers by SMS, and sends the client a welcome email so your ops team can schedule and staff the job same day. It removes handoffs and keeps sales ops focused on higher-value work.

Create project card and notify client after quote accepted