Integrate Quotient with noCRM.io
Send information between Quotient and noCRM.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and noCRM.io using the below triggers and actions
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
Lead deleted
Triggers when a lead is deleted
Lead status updated
Triggers when a lead is updated to the selected status
Lead step updated
Triggers when a lead is updated to the selected step
Lead created
Triggers when a new lead is created
Lead content updated
Triggers when the content of a lead is updated
Unassigned lead created
Triggers when a lead is created and unassigned
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create row
Creates a new row for the specified prospect
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Add tags
Adds tags to the specified lead
Update lead step
Updates the step of the specified lead
Update lead status
Updates the status of the specified lead
Fetch prospecting list
Fetches details of an existing prospecting list by title
Fetch lead
Fetches details of an existing lead by email address
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.
Similar apps
What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
Similar apps
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
