Integrate Quotient with 950+ 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
Send emails via Gmail to follow up on quotes sent through Quotient
Quotient + Gmail for Workspace
There could be a number of reasons why a customer has not yet responded to your quote. This flow helps you determine why. If the status of a quote is still "sent" three days after the customer views it, this flow automatically sends an email via Gmail to check in with the customer.
How it works
1. A new quote is sent in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Waits for a period of 3 days.
b. Uses Decision to check if the status of the quote is 'sent'.
c. If (b) is true, sends the customer an email via Gmail.
Send Slack messages when Quotient quotes are declined
Need to alert your team when a customer declines your quote? Zoho
Flow can help. Every time a customer declines your quote, this flow
automatically posts a message in a specific Slack channel.
How it works
1. A quote sent through Quotient is declined.
2. Zoho Flow sends a channel message in Slack.
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
Quotient + Zoho Books + Zoho Projects
When a client accepts your quote, the processes that follow need to be seamless. As soon as a quote is accepted in Quotient, this flow automatically creates a task for your team in Zoho Projects and adds the client as a contact in Zoho Books so you can generate invoices easily.
How it works
1. A new quote is accepted in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Creates a contact in Zoho Books.
b. Creates a task in Zoho Projects.
Post new customer questions on Quotient to a Zoho Cliq channel
Every time a customer posts a question about your quote in Quotient,
this flow automatically sends a channel notification in Zoho
Cliq. This helps you respond to your customers much faster.
How it works
1. A question is posted for a quote in Quotient.
2. Zoho Flow sends a message in Zoho Cliq.
Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
Quotient + Zoho Cliq + Zoho CRM
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.
Build your own Quotient integrations
Connect Quotient with over 950+ 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
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
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
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
