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

New Quote Accepted

Triggers when a quote is accepted

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

All Actions - Actions are the automated tasks

Create user group

Creates a new user group in the specified workspace

Create slideshow

Creates a slideshow in the specified workspace

Share views

Shares a view with the specified users

Create row

Creates a new row in the selected table

Add group members

Adds the user to the specified group

Create user

Creates a new user in the specified organization

Remove group members

Removes a user from the specified group

Move views to folder

Moves a view to the specified folder

Update row

Updates the details of an existing row

Create or update row

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

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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