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monday.com + Quotient

monday.com + Quotient

monday.com + Quotient integrations

Create items in monday.com when new quotes are accepted in Quotient

Efficiently manage your sales process by connecting Quotient and monday.com through this seamless workflow. When a quote is accepted in Quotient, a new item will be created in your monday.com board, keeping your team informed and your project on track. Streamline your sales and project management to save time and ensure accurate communication across platforms.

  1. When this happens...
    Quote Accepted
    Quote Accepted
    Quote AcceptedTriggers when a Quote is Accepted.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Quotient and monday.com

Discover other triggers and actions you can use with Quotient and monday.com

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
  • Quotient triggers, actions, and search
    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search
    Customer Viewed Quote

    Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Message
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Notes
    • Potential Value ($)
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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