Integrate Pipefy with Quotient
Send information between Pipefy and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipefy and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
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
New Quote Accepted
Triggers when a quote is accepted
All Actions - Actions are the automated tasks
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
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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.
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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.
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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
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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