Integrate Excel with Quotient
Send information between Excel and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
New worksheet
Triggers when a new worksheet is added to the selected workbook
New row
Triggers when a new row is added at the bottom of the selected worksheet
New row in table
Triggers when a new row is added at the bottom of the selected table
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
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
New Quote Accepted
Triggers when a quote is accepted
All Actions - Actions are the automated tasks
Add row to table
Adds a new row to the bottom of the selected table
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 a column value
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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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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Bulid 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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions 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
