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.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!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
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
Related Zap Templates
- Create monday.com items for new Quotient quotes sent
- Create items in monday.com from new customer-viewed quotes in Quotient
- Create Quotient contacts from new monday.com board items
- Create new monday.com boards when quotes are accepted in Quotient
- Update multiple columns in monday.com when new quotes are sent in Quotient






