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
Build your own integrations between Quotient and Zoho Cliq
Connect Quotient and Zoho Cliq with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
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 user
Sends a message to the specified user
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Create channel
Creates a new channel
Message as bot to user
Posts a message as a bot to the specified user
Message as bot on channel
Message as a bot on the specified channel
Message to bot
Sends a message to the selected bot
Add bot in a channel
Adds a bot to the selected channel
Post card to channel
Posts a card to the specified channel
Create thread
Creates a new thread using message ID
Add channel member
Adds a new channel member
Add user status
Adds the specified status to an existing user
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Archive channel
Archives the selected channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Fetch user by name or email
Fetches an existing user by name or email address
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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Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
