Available Triggers
Quote Requested
The Quote Requested trigger automatically enrolls leads in workflows when they submit a quote request through your lead intake forms. This allows you to engage leads immediately after they express interest, before you even send a formal quote. How it works:- A lead submits your lead intake form
- Flashquotes automatically enrolls them in any active Quote Requested workflows
- The email sequence begins immediately based on your configured timing
- Workflows continue until the lead books or you stop them manually
- Automatic Enrollment: No manual action required - leads are enrolled as soon as they submit the form
- Immediate Engagement: Connect with leads during the critical window between request and quote delivery
- Gmail Account Selection: Choose which connected Gmail account sends the workflow emails
- Customizable Templates: Create email sequences tailored to new lead inquiries
- Send immediate acknowledgment confirming quote request receipt
- Share your company story and build trust while preparing their quote
- Provide helpful event planning tips and resources
- Set expectations about your quote preparation timeline
- Answer common questions proactively
- Navigate to Workflows from your main navigation
- Create a new workflow
- Select “Quote Requested” as the trigger type
- Add email steps with your desired timing and content
- Publish the workflow to activate automatic enrollment
Quote Sent
The Quote Sent trigger automatically starts the workflow when you send a quote with “Enroll in workflow” enabled.
- Send a quote from the quotes page
- Toggle “Enroll in workflow” before sending
- The 7-step email sequence begins automatically
- Emails send at preset intervals over 30 days
- Manual Control: Choose whether to enroll each quote individually
- Pre-configured Sequence: Comes with 7 optimized follow-up emails
- Customizable: Modify timing, content, and number of steps to match your sales process
Workflow Trigger Comparison
| Feature | Quote Requested | Quote Sent |
|---|---|---|
| Activation | Automatic on form submission | Manual toggle when sending quote |
| Timing | Starts immediately after form submission | Starts when you send the quote |
| Use Case | Initial engagement and acknowledgment | Quote follow-up and conversion |
| Default Templates | None (you create custom sequences) | 7 pre-configured follow-up emails |
| Enrollment | Automatic for all form submissions | Optional per quote |