Workflow · Sales
Quote declined → task to learn why
A declined quote becomes a task with the customer’s reason, so you can try again or learn from it.
2 steps · 2 apps- TriggerThe customer declined a quoteQuotes
- 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
The customer declined a quote
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 declined → task to learn why
Runs on your own Claude or ChatGPT subscription, or your API key.