Integrate Zoho Projects with Quotient
Send information between Zoho Projects and Quotient automatically, without writing any code, using Zoho Flow.
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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
When a client accepts your quote, the processes that follow need to be seamless. As soon as a quote is accepted in Quotient, this flow automatically creates a task for your team in Zoho Projects and adds the client as a contact in Zoho Books so you can generate invoices easily.
How it works
1. A new quote is accepted in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Creates a contact in Zoho Books.
b. Creates a task in Zoho Projects.
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
Quotient + Zoho Books + Zoho Projects
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Comment added
Triggers when a new comment is added to the selected task
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Task list created
Triggers when a new task list is created
Milestone completed
Triggers when a milestone is marked as completed
Task created in project
Triggers when a new task is created in the selected project
Task list completed
Triggers when a task list is marked as completed
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
Project updated
Triggers when the details of an existing project are updated
Project comment added
Triggers when a new comment is added in the selected project
Bug submitted
Triggers when a new bug/issue is submitted
Task created
Triggers when a new task is created in the selected portal
Event created
Triggers when a new event is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task updated in project
Triggers when the details of an existing task are updated in the selected project
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
All Actions - Actions are the automated tasks
Add comment to bug
Adds a new comment to the selected bug
Create comment in project
Creates a new comment in the selected project
Add followers to task
Adds the specified users as followers to an existing task
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add existing client company to a project
Adds an existing client company to a project
Create general time log
Creates a general time log for the selected project
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create subtask
Creates a new subtask in the selected task
Create task list
Creates a new task list
Add client company
Creates a new client company
Create project
Creates a new project
Create event
Creates a new event
Create milestone
Creates a new milestone
Associate project with a team
Associates a project with the selected team
Update task or subtask
Updates the task or subtask details for the specified ID
Update task time log
Updates the details of an existing task time log
Update project
Updates the details of an existing project
Update client company
Updates the details of an existing client company
Update task list
Updates the details of a task list using its ID
Update issue time log
Updates the details of an existing issue time log
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Complete milestone
Completes an existing milestone
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch task
Fetches the details of an existing task by name
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project status
Fetches the status of a project by name
Fetch task list
Fetches the details of an existing task list by name
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch task status
Fetches the status of an existing task by task name
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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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