Quotient + Trello integrations
Create Trello cards from accepted Quotient quotes
Tired of copying and pasting data from Quotient into Trello? Let Zapier take care of this for you. This integration will create a Trello card whenever a quote is accepted in Quotient.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Quotient and Trello
Discover other triggers and actions you can use with Quotient and Trello
- 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
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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