Create Automation AFTER a quote has been sent

Data Hub Data Hub
1

This is my end goal:

  1. A CSM sends a quote to a customer from Hubspot
  2. Once the quote is sent, I want to update the associated Deal Stage to “Quote Sent”
  3. 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.

2

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.

3

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