Integrate Quotient with 1000+ 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
Send emails via Gmail to follow up on quotes sent through Quotient
Quotient + Gmail for Workspace
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.
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.
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.
Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
Quotient + Zoho Cliq + Zoho CRM
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.
Create a new row in the selected worksheet in Google Sheets when a quote is accepted in Quotient
Integrate Quotient with Google Sheets using Zoho Flow. Whenever a quote is accepted in Quotient, Zoho Flow automatically creates a new row in the selected worksheet in Google Sheets. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is accepted in Quotient.
- Zoho Flow creates a new row in the selected worksheet in Google Sheets.
Create a new row in the selected table in Zoho Analytics when a quote is accepted in Quotient
Integrate Quotient with Zoho Analytics using Zoho Flow. Whenever a quote is accepted in Quotient, Zoho Flow automatically creates a new row in the selected table in Zoho Analytics. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is accepted in Quotient.
- Zoho Flow creates a new row in the selected table in Zoho Analytics.
Create a new item in the selected database in Notion when a quote is accepted in Quotient
Integrate Quotient with Notion using Zoho Flow. Whenever a quote is accepted in Quotient, Zoho Flow automatically creates a new item in the selected database in Notion. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is accepted in Quotient.
- Zoho Flow creates a new item in the selected database in Notion.
Create a new issue in GitHub when a quote is declined in Quotient
Integrate Quotient with GitHub using Zoho Flow. Whenever a quote is declined in Quotient, Zoho Flow automatically creates a new issue in GitHub. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is declined in Quotient.
- Zoho Flow creates a new issue in GitHub.
Create a new task in the selected project in Asana when a quote is declined in Quotient
Integrate Quotient with Asana using Zoho Flow. Whenever a quote is declined in Quotient, Zoho Flow automatically creates a new task in the selected project in Asana. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is declined in Quotient.
- Zoho Flow creates a new task in the selected project in Asana.
Create a new card in the selected list in Trello when a quote is declined in Quotient
Integrate Quotient with Trello using Zoho Flow. Whenever a quote is declined in Quotient, Zoho Flow automatically creates a new card in the selected list in Trello. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a quote is declined in Quotient.
- Zoho Flow creates a new card in the selected list in Trello.
Create a new task or subtask in a project in Zoho Projects when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient
Integrate Quotient with Zoho Projects using Zoho Flow. Whenever Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient, Zoho Flow automatically creates a new task or subtask in a project in Zoho Projects. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient.
- Zoho Flow creates a new task or subtask in a project in Zoho Projects.
Create a new contact, or updates it if the email already exists in Zoho CRM when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient
Integrate Quotient with Zoho CRM using Zoho Flow. Whenever Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact in Bigin by Zoho CRM when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient
Integrate Quotient with Bigin by Zoho CRM using Zoho Flow. Whenever Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient, Zoho Flow automatically creates a new contact in Bigin by Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view in Quotient.
- Zoho Flow creates a new contact in Bigin by Zoho CRM.
Create a new deal in Pipedrive when a customer asks a new question in Quotient
Integrate Quotient with Pipedrive using Zoho Flow. Whenever a customer asks a new question in Quotient, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a customer asks a new question in Quotient.
- Zoho Flow creates a new deal in Pipedrive.
Create a new event in Google Calendar when a customer asks a new question in Quotient
Integrate Quotient with Google Calendar using Zoho Flow. Whenever a customer asks a new question in Quotient, Zoho Flow automatically creates a new event in Google Calendar. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a customer asks a new question in Quotient.
- Zoho Flow creates a new event in Google Calendar.
Create a new ticket in the selected organization in Zoho Desk when a customer asks a new question in Quotient
Integrate Quotient with Zoho Desk using Zoho Flow. Whenever a customer asks a new question in Quotient, Zoho Flow automatically creates a new ticket in the selected organization in Zoho Desk. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a customer asks a new question in Quotient.
- Zoho Flow creates a new ticket in the selected organization in Zoho Desk.
Create a new ticket in a verified end user's account in Zendesk when a new quote is sent in Quotient
Integrate Quotient with Zendesk using Zoho Flow. Whenever a new quote is sent in Quotient, Zoho Flow automatically creates a new ticket in a verified end user's account in Zendesk. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new quote is sent in Quotient.
- Zoho Flow creates a new ticket in a verified end user's account in Zendesk.
Create a new customer in QuickBooks when a new quote is sent in Quotient
Integrate Quotient with QuickBooks using Zoho Flow. Whenever a new quote is sent in Quotient, Zoho Flow automatically creates a new customer in QuickBooks. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new quote is sent in Quotient.
- Zoho Flow creates a new customer in QuickBooks.
Create a new invoice in Zoho Invoice when a new quote is sent in Quotient
Integrate Quotient with Zoho Invoice using Zoho Flow. Whenever a new quote is sent in Quotient, Zoho Flow automatically creates a new invoice in Zoho Invoice. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new quote is sent in Quotient.
- Zoho Flow creates a new invoice in Zoho Invoice.
Build your own Quotient integrations
Connect Quotient with over 1000+ 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
New Quote Accepted
Triggers when a quote is accepted
Quote Declined
Triggers when a quote is declined
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.
Customer Asked Question
Triggers when a customer asks a new question
Quote Sent
Triggers when a new quote is sent
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.
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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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
