Workflow · Sales
Quote expired → task to renew it
A quote that lapsed unanswered becomes a task to send a fresh one.
2 steps · 2 apps- TriggerA sent quote lapsed unansweredQuotes
- 1ActionCreate a taskTasks
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Quotes
A sent quote lapsed unanswered
The flow starts the moment this happens in Quotes — nobody needs to press a button.
- 2
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Quotes
- Tasks
To run it
- Modules switched on: Quotes, Era
- Picking it in Era and looking it over once
Similar templates
Start with Quote expired → task to renew it
Runs on your own Claude or ChatGPT subscription, or your API key.