Integrate Quotient with Roll
Send information between Quotient and Roll automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create project
Creates a new project
Create company
Creates a new company
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.
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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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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Write simple scripting functions to format data, call web APIs, send emails, and more.
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