Workflow to gather project requirements post-quote approval

Purpose

1.1. Automate gathering of detailed project requirements from clients after quote approval, ensuring no critical information is missed for aluminum welding jobs.
1.2. Streamline client onboarding for aluminum projects, trigger internal team tasks, and collect requirements via preferred channels to accelerate project kickoff.

Trigger Conditions

2.1. Customer accepts or electronically signs quote for aluminum welding service.
2.2. Status change to ‘Quote Approved’ in CRM, ERP, or quoting tool.
2.3. Email/webhook received from e-signature platform confirming acceptance.

Platform variants

3.1. Salesforce
• API: Workflow Rule Trigger (quote status update); Action: Send requirements form
3.2. HubSpot
• Workflow: Deal Stage Change; Action: Send client survey via email
3.3. Pipedrive
• Automation: Custom Activity Trigger (deal status change); Action: Email template dispatch
3.4. Zoho CRM
• Workflow: Blueprint Transition - Quote Approved; Email webhook/send requirement checklist
3.5. Monday.com
• Automation: Status change to "Approved"; Action: Notify and assign tasks
3.6. Airtable
• Automation: Update record on status field; Action: Send pre-defined Typeform
3.7. Google Forms
• API: Form sharing via automated email on event webhook
3.8. Typeform
• API: Send form via link using custom email template upon quote approval
3.9. DocuSign
• Connect Event Notification: Completed envelope; Action: Trigger requirement form
3.10. PandaDoc
• Event API: Document completed; Action: Send project intake form
3.11. Gravity Forms
• Webhook: Send form to approved customer email post-acceptance
3.12. Microsoft Power Automate
• Trigger: Dynamics 365 Quote Approval; Action: Teams notification & project form
3.13. Slack
• Workflow Builder: Automated DM to client/project channel with form or questions
3.14. Asana
• Rule: Status Marked as Approved; Task: Assign requirements gathering checklist
3.15. Trello
• Automation: Card moves to "Approved"; Action: Attach client form and email
3.16. ClickUp
• Automation: Status Move; Action: Send list of requirements to client
3.17. Xero
• Event: Invoice/Quote Accepted; Action: Email with project scoping form
3.18. QuickBooks Online
• Event: Estimate accepted trigger; Action: Send email/form to customer
3.19. Zendesk
• Automation: New approval ticket; Action: Email requirements questionnaire
3.20. Twilio SMS
• API: Send SMS to client mobile with link to requirement form upon quote approval
3.21. SendGrid
• Trigger: API email with intake form; set up dynamic template for requirements
3.22. SurveyMonkey
• API: Programmatic survey sends following CRMs trigger
3.23. Pipefy
• Automation: Phase Input; Send requirement checklist email upon quote phase completion
3.24. JotForm
• API: Auto-send form link as soon as quote status changes

Benefits

4.1. Reduces manual follow-ups, speeds up requirement collection.
4.2. Prevents missing requirements; creates an audit trail.
4.3. Ensures professional, timely client communications automatically.
4.4. Easy multi-channel outreach, adaptable to client preferences.
4.5. Triggers internal collaboration and prep sooner, lowering project delays.