Integrate Profile Builder with Quotient
Send information between Profile Builder and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Profile Builder and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User profile updated
Triggers when an existing user profile is updated through a Profile Builder form
User registered
Triggers when a new user registers through a Profile Builder form
Quote accepted
Triggers when a new quote is accepted
Quote Declined
Triggers when a quote is declined
Quote viewed by customer
Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Question asked by customer
Triggers when a customer asks a new question
Quote Sent
Triggers when a new quote is sent
All Actions - Actions are the automated tasks
Fetch user
Fetches the details of an existing user
What is Profile Builder?
Profile Builder is a user registration management WordPress plugin that helps users create and manage user registrations, profiles, and more on their WordPress site.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
