

Integrate SuiteDash with Quotient
Send information between SuiteDash and Quotient automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate SuiteDash and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Company created
Triggers when a new company is created

Quote accepted
Triggers when a new quote is accepted

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.

Quote Declined
Triggers when a quote is declined

Quote Sent
Triggers when a new quote is sent

Question asked by customer
Triggers when a customer asks a new question
All Actions - Actions are the automated tasks

Create company
Creates a new company

Create contact
Creates a new contact

Update company
Updates the details of an existing company

Update contact
Updates the details of an existing contact

Fetch contact
Fetches the details of an existing contact by email or UID

Fetch company
Fetches the details of an existing company by name or UID
What is SuiteDash?
SuiteDash is an all-in-one business management software that enables businesses to manage client portals, CRM, onboarding, digital marketing, billing, payments, and more.
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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.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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