Connect Insightly to Quotient and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Insightly to Quotient with a Zapier template.

Our most popular template

Create new Insightly records when quotes are sent in Quotient
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Insightly + Quotient
Create new records in Insightly when quotes are accepted in Quotient
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Insightly + Quotient

Create new Insightly records when quotes are sent in Quotient

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Insightly + Quotient

Create new records in Insightly when quotes are accepted in Quotient

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Insightly + Quotient

How Zapier works

Zapier makes it easy to integrate Insightly with Quotient - no code necessary. See how you can get setup in minutes.

Select a trigger from Insightly

A trigger is an event that starts your Zap and runs the workflow. For example, with Insightly, a trigger could be "Deleted Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Quotient

An action is what takes place after the automation is triggered. For example, with Quotient, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Insightly to Quotient

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Insightly and Quotient to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Insightly and Quotient to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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
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- 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

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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