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.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Update ItemChange multiple column values of an item
- Free forever for core features
- 14 day trial for premium features & apps
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 categories
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories
Related Zap Templates
- Create items in monday.com when new quotes are accepted in Quotient
- 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






