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
Integrate Excel and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in site
Triggers when a new row is added to a spreadsheet in site
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
Update row in site
Updates the details of an existing row in an excel sheet from your site
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row
Updates the details of an existing row
Find row in site
Finds a row from a spreadsheet in your site
Find row
Finds a row based on column value
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.
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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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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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
