Integrate Excel with Quotient

Send information between Excel and Quotient automatically, without writing any code, using Zoho Flow.

Build your own integrations between Excel and Quotient

Connect Excel and Quotient with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

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

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

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