Quotient + Trello integrations
Create Trello comments when customers view quotes in Quotient
When a customer views a quote in Quotient, this integration ensures instant communication on Trello. It creates a comment on your Trello board to make sure everyone on your team is updated without delay. This allows for seamless collaboration, saving time and boosting efficiency.
- When this happens...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.
- automatically do this!Create CommentWrites a new comment on a specific card.
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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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