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

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

Add group members

Adds the user to the specified group

Create user

Creates a new user in the specified organization

Share views

Shares a view with the specified users

Create row

Creates a new row in the selected table

Create user group

Creates a new user group in the specified workspace

Create slideshow

Creates a slideshow in the specified workspace

Remove group members

Removes a user from the specified group

Move views to folder

Moves a view to the specified folder

Create or update row

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

Update row

Updates the details of an existing row

Fetch view

Fetches the details of an existing view

Fetch row

Fetches the details of an existing row

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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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