Integrate Quotient with 750+ 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 750+ 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.

Learn more >

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. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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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