Integrate Quotient with Syncro
Send information between Quotient and Syncro automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and Syncro 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
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Lead added
Triggers when a new lead is added
Asset created
Triggers when a new asset is created
RMM alert created
Triggers when a new RMM alert is created
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
Product added
Triggers when a new product is added
Payment created
Triggers when a new payment is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Ticket added
Triggers when a new ticket is added
Appointment added
Triggers when a new appointment is added
Customer added
Triggers when a new customer is added
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create ticket
Creates a ticket
Create contract
Creates a new contract
Create product
Creates a new product
Create payment
Creates a new payment
Create vendor
Creates a vendor
Create lead
Creates a new lead
Create customer
Creates a new customer
Create contact
Creates a new contact
Create appointment
Creates a new appointment
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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
