Quoting, Invoicing, and Payment AutomationPurpose
1.2. Automatedly monitor when a quote is sent, viewed, accepted, declined, or ignored.
1.3. Automate an immediate response workflow to send automated reminders or follow-ups based on status change.
1.4. Automator triggers ensure no quote is left untracked, and follow-ups are sent with minimal delay across channels.
1.5. Purpose extends to improving quote acceptance rates and automating client communication with less manual effort.
Trigger Conditions
2.2. Quote status changes (viewed/accepted/declined/expired).
2.3. No client response after pre-set period (e.g., 24/48/72 hours).
2.4. Client engages (replies, clicks a link, requests a revision).
2.5. Manual override — staff triggers automated follow-up or halts automation.
Platform Variants
• Feature/Setting: Automated SMS, API endpoint /Messages; configure recipient and timing based on quote status webhook.
3.2. SendGrid
• Feature/Setting: Automated transactional email, API endpoint v3/mail/send; map status change event to email template.
3.3. HubSpot
• Feature/Setting: Workflow automation, “deal pipeline” automation; set triggers for quote stage updates to trigger follow-ups.
3.4. Salesforce
• Feature/Setting: Process Builder; configure flow to send automated email or create task when quote status updates.
3.5. Zoho CRM
• Feature/Setting: Blueprint/Automation Rules; map quote status field change to automated follow-up email or SMS.
3.6. Slack
• Feature/Setting: Incoming Webhooks; automate internal alerts to sales/plasterer teams on quote status or schedule.
3.7. Pipedrive
• Feature/Setting: Workflow Automation; status update triggers automated email/sms or task assignment.
3.8. Monday.com
• Feature/Setting: Automations center; set “When status changes” → “send email”/“notify user” recipe.
3.9. Mailgun
• Feature/Setting: Automated email API, endpoint /messages; connect to status change events.
3.10. ActiveCampaign
• Feature/Setting: Automated campaign, “If/Else” split on quote status; automated sequences via Deals CRM.
3.11. Gmail API
• Feature/Setting: Automatedly send templated emails via /users.messages.send endpoint by status change webhook.
3.12. Outlook (Microsoft Graph API)
• Feature/Setting: Automate email sends, POST /sendMail, mapped to status update triggers.
3.13. WhatsApp Business API
• Feature/Setting: Automated outbound message for quote follow-up using /messages endpoint based on status webhook.
3.14. ClickSend
• Feature/Setting: Automated SMS/Email; set trigger for quote status via REST API /v3/sms/send or /email/send.
3.15. Trello
• Feature/Setting: Automation/Butler; automate card movement or checklist updates on quote triggers.
3.16. Asana
• Feature/Setting: Rules for “Task updated” triggers; automating task assignment or messaging from quote status.
3.17. Xero
• Feature/Setting: “Quotes” webhooks/API allows status tracking, automate follow-up via connected app or workflow.
3.18. QuickBooks Online
• Feature/Setting: Custom triggers with “Estimate” endpoint to automate follow-up via external REST calls.
3.19. FreshBooks
• Feature/Setting: Automated reminders for quotes using “invoice/estimate” events; configure webhook for status.
3.20. Zapier
• Feature/Setting: Multi-app integration; trigger workflows when “new quote” or “quote status updated” event fires.
Benefits
4.2. Automated tracking eliminates missed opportunities, improving quote-to-cash time.
4.3. Automation of multi-channel communication boosts response and acceptance rates.
4.4. Automator systems provide audit trails for compliance and customer satisfaction.
4.5. Automates repetitive tasks, letting staff focus on high-value client interactions.
4.6. Reduces operational delays and automates reminders for outstanding quotes.
4.7. Automation builds a scalable quoting workflow for any plastering business.