Integrate Quotient with Tallyfy
Send information between Quotient and Tallyfy automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Create task
Creates a new task
Start process
Starts a new process using a template
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 Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
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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.
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.
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