

Integrate Quotient with Zoho Cliq
Send information between Quotient and Zoho Cliq automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


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.


Post new customer questions on Quotient to a Zoho Cliq channel
Quotient + Zoho Cliq



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.



Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
Quotient + Zoho Cliq + Zoho CRM

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Supported triggers and actions
Integrate Quotient and Zoho Cliq using the below triggers and actions
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

New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks

Message to bot
Sends a message to the selected bot

Add bot in a channel
Adds a bot to the selected channel

Create thread
Creates a new thread using message ID

Message as bot on channel
Message as a bot on the specified channel

Post card to channel
Posts a card to the specified channel

Create channel
Creates a new channel

Message as bot to user
Posts a message as a bot to the specified user

Message in channel
Posts a message in a channel

Delete channel
Deletes the selected channel

Add user status
Adds the specified status to an existing user

Message user
Sends a message to the specified user

Pin message
Pin an existing message in a conversation using message ID

Add channel member
Adds a new channel member

Archive channel
Archives the selected channel

Post card to chat
Posts a card to the specified chat

Message as bot
Posts message as the specified bot in the selected chat or channel

Update channel
Updates the details of an existing channel

Unarchive channel
Unarchives the selected channel

Update channel member role
Updates the role of a channel member

Fetch user by name or email
Fetches an existing user by name or email address

Fetch team
Fetches the details of an existing team by name

Fetch channel
Fetches the details of an existing channel by name

Remove channel member
Removes the specified member from the selected channel
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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What is Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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