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monday.com + Quotient

monday.com + Quotient

monday.com + Quotient integrations

Create items in monday.com from new customer-viewed quotes in Quotient

Keep track of your customers' engagement with your quotes by connecting Quotient to monday.com through this workflow. When a customer views a quote in Quotient, an item will be created in your designated monday.com board, keeping your team updated about client interactions. This automation streamlines your sales process and ensures that you never miss important customer insights.

  1. When this happens...
    Customer Viewed Quote
    Customer Viewed Quote
    Customer Viewed QuoteTriggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
  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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