Integrate Quotient with 900+ apps

Create business workflows for Quotient without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Quotient workflows

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Send emails via Gmail to follow up on quotes sent through Quotient

There could be a number of reasons why a customer has not yet responded to your quote. This flow helps you determine why. If the status of a quote is still "sent" three days after the customer views it, this flow automatically sends an email via Gmail to check in with the customer.

How it works

1. A new quote is sent in Quotient. 

2. Zoho Flow executes the following tasks automatically: 

a. Waits for a period of 3 days. 

b. Uses Decision to check if the status of the quote is 'sent'. 

c. If (b) is true, sends the customer an email via Gmail.

Use this flow
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Send emails via Gmail to follow up on quotes sent through Quotient

Quotient + Gmail for G Suite

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Send Slack messages when Quotient quotes are declined

Need to alert your team when a customer declines your quote? Zoho Flow can help. Every time a customer declines your quote, this flow automatically posts a message in a specific Slack channel. 

How it works

1. A quote sent through Quotient is declined. 

2. Zoho Flow sends a channel message in Slack.

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Send Slack messages when Quotient quotes are declined

Quotient + Slack

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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient

When a client accepts your quote, the processes that follow need to be seamless. As soon as a quote is accepted in Quotient, this flow automatically creates a task for your team in Zoho Projects and adds the client as a contact in Zoho Books so you can generate invoices easily.

How it works

1. A new quote is accepted in Quotient. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a contact in Zoho Books. 

b. Creates a task in Zoho Projects.

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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient

Quotient + Zoho Books + Zoho Projects

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Post new customer questions on Quotient to a Zoho Cliq channel

Every time a customer posts a question about your quote in Quotient, this flow automatically sends a channel notification in Zoho Cliq. This helps you respond to your customers much faster.

How it works

1. A question is posted for a quote in Quotient. 

2. Zoho Flow sends a message in Zoho Cliq.

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Post new customer questions on Quotient to a Zoho Cliq channel

Quotient + Zoho Cliq

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.

How it works

1. A new quote is sent in Quotient. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a deal in Zoho CRM. 

b. Sends a channel notification to a Zoho Cliq channel.

Use this flow
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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

Quotient + Zoho Cliq + Zoho CRM

Build your own Quotient integrations

Connect Quotient with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers

Build your Quotient workflows using the below triggers

All Triggers - A trigger kickstarts the flow

Quote Sent

Triggers when a new quote is sent

Customer Asked Question

Triggers when a customer asks a new question

Customer Viewed Quote

Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.

Quote Declined

Triggers when a quote is declined

New Quote Accepted

Triggers when a quote is accepted

All Actions - Actions are the automated tasks

What is Quotient?

Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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