Integrate Quotient with Zoho Analytics

Send information between Quotient and Zoho Analytics automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a quote is accepted in Quotient.
  2. Zoho Flow creates a new row in the selected table in Zoho Analytics.
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Create a new row in the selected table in Zoho Analytics when a quote is accepted in Quotient

Quotient + Zoho Analytics

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Supported triggers and actions

Integrate Quotient and Zoho Analytics 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

All Actions - Actions are the automated tasks

Create slideshow

Creates a slideshow in the specified workspace

Create user group

Creates a new user group in the specified workspace

Create row

Creates a new row in the selected table

Share views

Shares a view with the specified users

Create user

Creates a new user in the specified organization

Add group members

Adds the user to the specified group

Update row

Updates the details of an existing row

Create or update row

Creates a new record or updates the details of an existing record in the selected table

Move views to folder

Moves a view to the specified folder

Remove group members

Removes a user from the specified group

Fetch row

Fetches the details of an existing row

Fetch view

Fetches the details of an existing view

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

What is Zoho Analytics?

Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports.

Dashboard Zoho

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.

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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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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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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