Streamline quote request processing by automating notifications and data entry using Gmail, Airtable, and Slack. This workflow connects Tally for quote submissions, instantly sending request details to your team via Slack and updating Airtable for organized tracking. Features real-time notifications, automatic data syncing, and efficient team collaboration. Perfect for sales teams managing high volumes of quote requests or client inquiries. Requires 3 accounts: Gmail OAuth, Airtable API, Slack API. Save up to 10 hours a week by automating communication and data management, ensuring no request gets overlooked.
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Credentials
Copy or download to import into your n8n instance
{
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"meta": {
"instanceId": "18b0d04ad5030054be4ab49562e84ea4a079ab4cb036003697394140227c7e76",
"templateCredsSetupCompleted": true
},
"name": "Automate Quote Request Processing with Tally, Airtable, Slack and Gmail",
"tags": [],
"nodes": [
{
"id": "6a6880c5-cab9-4473-8515-672049ce61e3",
"name": "Wait",
"type": "n8n-nodes-base.wait",
"position": [
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],
"webhookId": "f9c8eafb-ecaa-4b32-a6b5-fb10dbee1f19",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "43240a01-1678-46b8-89ef-e22b7b34b68e",
"name": "Webhook : Tally",
"type": "n8n-nodes-base.webhook",
"position": [
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],
"webhookId": "2eefd271-2928-42a7-98ef-7fc65524a950",
"parameters": {
"path": "Request a Quote",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "8099b72c-4d67-4bdf-8d07-e286864b4413",
"name": "GMAIL : Send a message",
"type": "n8n-nodes-base.gmail",
"position": [
1584,
560
],
"webhookId": "38134cd8-0b71-4d19-bab4-3c473cb35f47",
"parameters": {
"sendTo": "={{ $('Edit Fields').item.json['Email Address'] }}",
"message": "=Hi {{ $('Edit Fields').item.json.Name }} ,\n\nThanks a lot for your quote request — we’ve received your information!\n\nOur team will get back to you within the next 24 hours to discuss your project.\n\nTalk soon, \n— The WebExperts Team",
"options": {},
"subject": "Thanks for your quote request 🙌"
},
"credentials": {
"gmailOAuth2": {
"id": "h1ZY21K9DQNwgOhO",
"name": "GMAIL BAPTISTE FORT"
}
},
"typeVersion": 2.1
},
{
"id": "0ecb54fe-09cb-4778-b740-02c891576ef4",
"name": "Edit Fields",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "95bdaad3-0b5e-44a4-bbd3-060d425d7b68",
"name": "Name",
"type": "string",
"value": "={{ $json.body.data.fields[0].label }}"
},
{
"id": "479970d8-e639-463a-bf7a-5f8d55cd65b2",
"name": "Email Address",
"type": "string",
"value": "={{ $json.body.data.fields[1].value }}"
},
{
"id": "ce6234c2-ceff-4191-8942-55a88dc47c77",
"name": "Type of Service Needed",
"type": "string",
"value": "={{ $json.body.data.fields[2].value }}"
},
{
"id": "d2cb542d-1145-466b-93b4-4e377ecc1334",
"name": " Estimated Budget",
"type": "string",
"value": "={{ $json.body.data.fields[3].value }}"
},
{
"id": "e375ee00-745c-472a-862c-dfae10867d3f",
"name": "Preferred Timeline",
"type": "string",
"value": "={{ $json.body.data.fields[4].value }}"
},
{
"id": "0165025d-aee9-4853-ae94-314644aab9e1",
"name": "Additional Details or Questions",
"type": "string",
"value": "={{ $json.body.data.fields[5].value }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "51b5ca70-f018-4f27-a321-1edc79f917ee",
"name": "Create a record",
"type": "n8n-nodes-base.airtable",
"position": [
800,
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],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appZ7CtNukjbwxDap",
"cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap",
"cachedResultName": "Request A Quote - Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblcS0ZQeEo4dC1Iv",
"cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap/tblcS0ZQeEo4dC1Iv",
"cachedResultName": "Request A Quote - Airtable Base"
},
"columns": {
"value": {
"Name": "={{ $json.Name }}",
"Email": "={{ $json['Email Address'] }}",
"Type of Service": "={{ $json['Type of Service Needed'] }}",
"Additional Details": "={{ $json['Additional Details or Questions'] }}",
"Preferred Timeline": "={{ $json['Preferred Timeline'] }}",
"Estimated Budget (€)": "={{ $json[' Estimated Budget'] }}"
},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Type of Service",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Type of Service",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Estimated Budget (€)",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Estimated Budget (€)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Preferred Timeline",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Preferred Timeline",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Additional Details",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Additional Details",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Submission Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Submission Date",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"id": "KrRcXyxYN2kyob57",
"name": "Airtable Personal Access Token account 2"
}
},
"typeVersion": 2.1
},
{
"id": "1261dcfa-1c5e-4cb0-afa2-b4944a294373",
"name": "Send a message",
"type": "n8n-nodes-base.slack",
"position": [
1136,
560
],
"webhookId": "fd880910-128a-47f8-98a6-c1b486d98381",
"parameters": {
"text": "=:new: *New quote request received!*\n\n*👤 Name: {{ $json.fields.Name }}\n*📧 Email: {{ $json.fields.Email }}\n*💼 Service: {{ $json.fields['Type of Service'] }}\n*💰 Budget: {{ $json.fields['Estimated Budget (€)'] }}\n*⏱️ Timeline: {{ $json.fields['Preferred Timeline'] }}\n*📝 Notes: {{ $json.fields['Additional Details'] }}\n",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "=YOUR CANAL"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "ERqGlDjoRRcGe4Qj",
"name": "Slack account 2"
}
},
"typeVersion": 2.3
},
{
"id": "95ad5ca7-5cc4-44d0-81e8-1b91a3e436cd",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 380,
"height": 220,
"content": "**=== AUTOMATION OVERVIEW ===**\n\n**Workflow:** Tally → Airtable → Slack → Gmail \n**Purpose:** Automatically process client quote requests\n\n*What if your quote requests managed themselves?*\n\nInstead of manually checking emails, notifying your team, and logging leads — this automation handles it all.\n"
},
"typeVersion": 1
},
{
"id": "02e8d819-c9ad-42e1-892b-daa4abab5571",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
80,
176
],
"parameters": {
"color": 2,
"height": 520,
"content": "**== STEP 1 – Webhook (Tally) ==**\n\n**Trigger:** When a user submits the quote form. \n**Type:** POST Webhook \n**Path:** `/Request a Quote` \n**Authentication:** None \n**Respond:** Immediately\n\nTally sends the form fields as an array in `body.data.fields`. \nEach item contains a `label` and a `value`.\n\nWe’ll extract and map these manually in the next step.\n"
},
"typeVersion": 1
},
{
"id": "3ca3da74-7036-4618-b77b-6956a3af6015",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
320,
96
],
"parameters": {
"color": 3,
"width": 320,
"height": 604,
"content": "**== STEP 2 – Edit Fields ==**\n\n**Goal:** Convert raw array into usable fields.\n\nUse a Set node or Function with manual mapping:\n\n- `Name` = `{{ $json.body.data.fields[0].label }}`\n- `Email Address` = `{{ $json.body.data.fields[1].value }}`\n- `Type of Service Needed` = `{{ $json.body.data.fields[2].value }}`\n- `Estimated Budget` = `{{ $json.body.data.fields[3].value }}`\n- `Preferred Timeline` = `{{ $json.body.data.fields[4].value }}`\n- `Additional Details` = `{{ $json.body.data.fields[5].value }}`\n\nThis prepares clean variables for Airtable, Slack and Gmail.\n"
},
"typeVersion": 1
},
{
"id": "4980315f-a820-40fe-859a-3fb6f1866d9d",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
640,
160
],
"parameters": {
"color": 4,
"width": 444,
"height": 544,
"content": "**== STEP 3 – Create Airtable Record ==**\n\n**Base:** Request a Quote - Airtable Base \n**Operation:** Create \n**Table:** Same name \n**Mode:** Map Each Column Manually\n\n**Mapped fields:**\n- Name → `{{ $json.Name }}`\n- Email → `{{ $json[\"Email Address\"] }}`\n- Service → `{{ $json[\"Type of Service Needed\"] }}`\n- Budget → `{{ $json[\"Estimated Budget\"] }}`\n- Timeline → `{{ $json[\"Preferred Timeline\"] }}`\n- Notes → `{{ $json[\"Additional Details\"] }}`\n\nEach request is now stored as a structured CRM lead.\n"
},
"typeVersion": 1
},
{
"id": "d61542e0-f8a0-4839-8743-b7e1de00c8a5",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1072,
160
],
"parameters": {
"color": 5,
"width": 216,
"height": 540,
"content": "**== STEP 4 – Send Slack Notification ==**\n\n**Channel:** #sales (or any other) \n**Message Type:** Simple text\n\n**Slack message:**\n:new: *New quote request received!*\n\n**👤 Name:** {{ Name }} \n**📧 Email:** {{ Email }} \n**💼 Service:** {{ Service }} \n**💰 Budget:** {{ Budget }} \n**⏱️ Timeline:** {{ Timeline }} \n**📝 Notes:** {{ Notes }}\n\nOptionally include an Airtable link at the bottom.\n"
},
"typeVersion": 1
},
{
"id": "5e360dd9-ed44-44e8-9bc9-0a017018e97d",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1280,
240
],
"parameters": {
"color": 6,
"width": 200,
"height": 456,
"content": "**== STEP 5 – Wait Node ==**\n\n**Purpose:** Delay the confirmation email by 5 minutes. \nThis allows a human to respond first if needed.\n\n**Settings:**\n- Resume After Time Interval\n- Wait Amount: 5\n- Wait Unit: Minutes\n"
},
"typeVersion": 1
},
{
"id": "3082e948-6062-4e64-adcf-2e01552f4193",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1472,
160
],
"parameters": {
"color": 7,
"width": 336,
"height": 536,
"content": "**== STEP 6 – Send Email via Gmail ==**\n\n**To:** `{{ $('Edit Fields').item.json[\"Email Address\"] }}` \n**Subject:** \"Thanks for your quote request 🙌\" \n**Email Type:** HTML\n\n**Email Body:**\n\nHi `{{ $('Edit Fields').item.json.Name }}`,\n\nThanks a lot for your quote request — we’ve received your information!\n\nOur team will get back to you within the next 24 hours to discuss your project.\n\nTalk soon, \n— The WebExperts Team\n"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "6b50fb1b-4fbe-40b5-8df4-8ce624571377",
"connections": {
"Wait": {
"main": [
[
{
"node": "GMAIL : Send a message",
"type": "main",
"index": 0
}
]
]
},
"Edit Fields": {
"main": [
[
{
"node": "Create a record",
"type": "main",
"index": 0
}
]
]
},
"Send a message": {
"main": [
[
{
"node": "Wait",
"type": "main",
"index": 0
}
]
]
},
"Create a record": {
"main": [
[
{
"node": "Send a message",
"type": "main",
"index": 0
}
]
]
},
"Webhook : Tally": {
"main": [
[
{
"node": "Edit Fields",
"type": "main",
"index": 0
}
]
]
}
}
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