topic Re: Create Automation AFTER a quote has been sent in Data Hub

Create Automation AFTER a quote has been sent

MarwanDajani — Sun, 02 Oct 2022 17:09:52 GMT

This is my end goal:

A CSM sends a quote to a customer from Hubspot
Once the quote is sent, I want to update the associated Deal Stage to "Quote Sent"
Then check through the API if the customer exists in QuickBooks Online, if so, create the Quote in QuickBooks Online

What I am struggling with now is how do I set my trigger when the Quote is sent. One thing to note is that the quote is created in steps prior but is set in DRAFT stage until the CSM sends it.

Re: Create Automation AFTER a quote has been sent

LeeBartelme — Mon, 03 Oct 2022 12:52:27 GMT

I think you'd base your trigger off of the Quote Approval Status (hs_status) field. Depending on if you are using approvals or not it'll be either Approved or Approval not needed once it's "sent" I believe.

Re: Create Automation AFTER a quote has been sent

MarwanDajani — Mon, 03 Oct 2022 16:19:06 GMT

Ok, figured this might be the one. I thought that field would be the one for when the customer approves the Quote. But this is it.. The value is "Approved". Thank you