Integrate Quotient with 800+ apps

Create business workflows for Quotient without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Quotient workflows

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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient


This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.


How it works
1. A new quote is sent in Quotient.

2. Zoho Flow executes the following tasks automatically:

a. Creates a deal in Zoho CRM.

b. Sends a channel notification to a Zoho Cliq channel.
Use this flow
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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

Quotient + Zoho CRM + Zoho Cliq

Build your own Quotient integrations

Connect Quotient with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers

Build your Quotient workflows using the below triggers

All Triggers - A trigger kickstarts the flow

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

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.

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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 >

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