Integrate Excel with Quotient

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

Build your own integrations between Excel and Quotient

Connect Excel and Quotient with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and Quotient using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Row added

Triggers when a new row is added to the bottom of the selected worksheet

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in site

Triggers when a new row is added to a spreadsheet in site

Quote accepted

Triggers when a new quote is accepted

Quote Declined

Triggers when a quote is declined

Quote viewed by customer

Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.

Question asked by customer

Triggers when a customer asks a new question

Quote Sent

Triggers when a new quote is sent

All Actions - Actions are the automated tasks

Update row in site

Updates the details of an existing row in an excel sheet from your site

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Add row to table

Adds a new row to the bottom of the selected table

Add row in site

Adds a new row to the selected spreadsheet in your site

Add row

Adds a new row to the bottom of the selected worksheet

Update row

Updates the details of an existing row

Find row

Finds a row based on column value

Find row in site

Finds a row from a spreadsheet in your site

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

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

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.

Learn more >

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.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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 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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