Case study · App tier

Quote workflow automation
send, accept, project — zero manual steps

Serverless API pipeline that emails clients when quotes are sent, notifies the team when quotes are accepted, and auto-creates projects in Supabase — wired into the team portal and client portal with role-based auth.

TierApp — workflow API
Eventsquote-sent · quote-accepted
StackVercel · Resend · Supabase
Live appTeam portal →

The problem

Quote-to-project handoffs fail in email — clients don't know a quote was sent, teams miss accept notifications, and someone manually creates a project record. Timelee needed automated lifecycle events with branded emails and database updates triggered from portal actions.

What we built

  • POST /api/notify?op=quote-sent — team-authenticated; emails client with quote summary and portal link, copies team
  • POST /api/notify?op=quote-accepted — client-authenticated; auto-creates project row, emails team with client details
  • Resend email templates — HTML emails with branded shell, formatted USD amounts, and deep links to portal
  • Auth middleware — team vs client token verification before any notify operation
  • Portal integration — team saveQuote triggers send; client acceptQuote routes through notify API
  • Consolidated API design — single serverless function with op routing to stay within Vercel Hobby limits

Results

Quote accept → project creation happens in one API call with zero manual data entry. The event-driven email + database pattern is directly replicable for App tier clients: order confirmations, contract signing, onboarding triggers, and approval workflows with Stripe or HubSpot integrations.

Related case studies

Client & team portalSite consultation brieftimelee.com marketing site

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