Integrate QuickFile with Quotient
Send information between QuickFile and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate QuickFile and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Quote Accepted
Triggers when a quote is accepted
Quote Declined
Triggers when a quote is declined
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.
Customer Asked Question
Triggers when a customer asks a new question
Quote Sent
Triggers when a new quote is sent
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Add client
Adds a new client
Fetch item
Fetches the details of an existing item by name
What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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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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