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monday.com + Quotient

monday.com + Quotient

monday.com + Quotient integrations

Update multiple columns in monday.com when new quotes are sent in Quotient

Streamline your workflow between Quotient and Monday.com with this time-saving automation. Once set up, each time a quote is sent from Quotient, the values in multiple columns change in Monday.com. Stay organized, keep your team updated, and enhance your productivity by integrating these two powerful tools.

  1. When this happens...
    Quote Sent
    Quote Sent
    Quote SentTriggers when a New Quote is first Sent.
  2. automatically do this!
    Update Item
    Update Item
    Update ItemChange multiple column values of an item
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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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