Purpose
1. Automate the intake, processing, quote generation, and sending of artwork restoration quotes to clients, reducing manual effort, increasing accuracy, accelerating response times, and automating tracking across communication channels for art restoration businesses.
2. Collate artwork details, restoration needs, media uploads, and client data.
3. Systematically automate quote calculation based on service catalog, restoration complexity, artwork type/size/material, and urgency.
4. Ensure automated, personalized, and timely quote delivery with confirmation and further communication options.
Trigger Conditions
1. Client submits a web form/inquiry via website, landing page, or messaging app.
2. New email inquiry containing required details detected.
3. Uploaded photo and restoration request through social channel DM or WhatsApp.
4. CRM or helpdesk logs a new restoration inquiry ticket.
5. Manual trigger by staff for walk-in or phone requests.
Platform Variants
1. Google Forms
- Feature/Setting: Automate response submission via Forms API, webhook for data extraction
2. Typeform
- Feature/Setting: Automate onSubmit webhook, configure response collection via API
3. Microsoft Power Automate
- Feature/Setting: Automator flow with "Trigger on form response", automated forwarding to email/CRM
4. Salesforce
- Feature/Setting: Automate quotes module, trigger on new lead or case via Process Builder
5. HubSpot
- Feature/Setting: Form submission workflow automation, auto-generate and email quote via Workflow API
6. Zendesk
- Feature/Setting: Automated trigger on ticket creation, auto-reply quote using Support API
7. Twilio SMS
- Feature/Setting: Automated SMS intake and automated quote replies using Twilio Messaging API
8. WhatsApp Business API
- Feature/Setting: Automate intake and instant quote delivery using WhatsApp Cloud API
9. Facebook Messenger
- Feature/Setting: Automated Messenger bot intake and quote reply via Messenger Platform’s Send API
10. Google Drive
- Feature/Setting: Automator to store/request artwork images, automate PDF quote output to Drive
11. Dropbox
- Feature/Setting: Automated client uploads trigger quote workflow, Dropbox API for doc/folder access
12. Zapier
- Feature/Setting: Automated trigger-action pipeline for form/email to quote send-out
13. DocuSign
- Feature/Setting: Automated document signature on quotes before sending, via DocuSign API
14. PandaDoc
- Feature/Setting: Automate quote template population & sending using PandaDoc API
15. Xero
- Feature/Setting: Automated quote as invoice generation, auto-send using Xero Quotes API
16. QuickBooks Online
- Feature/Setting: Automated estimate creation and emailing by QuickBooks API
17. SendGrid
- Feature/Setting: Automated email quote send-out and tracking via SendGrid Mail Send API
18. Mailgun
- Feature/Setting: Automate personalized quote email dispatch using Mailgun Messages API
19. Slack
- Feature/Setting: Automated internal notification of new quote requests via Slack Webhooks
20. Airtable
- Feature/Setting: Automatedly store inquiry data and trigger quote calculation using Airtable Automations
21. Calendly
- Feature/Setting: Automated follow-up to quote with scheduling link by Calendly API
22. Freshdesk
- Feature/Setting: Ticket creation triggers automated quote send-out via Freshdesk API
Benefits
1. Automatedly accelerates intake-to-quote timeline, impressing clients with responsiveness.
2. Automates accurate, consistent quote calculations, reducing manual error.
3. Automating communication ensures every inquiry is handled, no missed opportunities.
4. Automated quote delivery increases client conversion rates and enhances workflow scalability.
5. Automation enables detailed quote history, tracking, and reporting for optimization.
Client Intake & Communication