Integrate Quotient with Zoho Cliq
Send information between Quotient and Zoho Cliq automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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.
Post new customer questions on Quotient to a Zoho Cliq channel
Quotient + Zoho Cliq
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.
Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
Quotient + Zoho Cliq + Zoho CRM
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Supported triggers and actions
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
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Create channel
Creates a new channel
Delete channel
Deletes the selected channel
Add user status
Adds the specified status to an existing user
Message to bot
Sends a message to the selected bot
Add channel member
Adds a new channel member
Message in channel
Posts a message in a channel
Post card to channel
Posts a card to the specified channel
Message as bot to user
Posts a message as a bot to the specified user
Message user
Sends a message to the specified user
Message as bot on channel
Message as a bot on the specified channel
Archive channel
Archives the selected channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Update channel
Updates the details of an existing channel
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Fetch user by name or email
Fetches an existing user by name or email address
Remove channel member
Removes the specified member from the selected channel
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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Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know 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. Know 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.
Neville Mader
Director, Perth Security Services
