Integrate Quotient with Excel
Send information between Quotient and Excel automatically, without writing any code, using Zoho Flow.
Build your own integrations between Quotient and Excel
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Supported triggers and actions
Integrate Quotient and Excel using the below triggers and actions
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
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
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 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.
Similar apps
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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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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!
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Head of Operations, AAA Band Rentals
