Asana + Quotient
Create tasks in Asana when new quotes are accepted in Quotient
Stay on top of your tasks without manual effort. When a client accepts a quote in Quotient, a task is promptly generated in Asana, allowing your team to stay updated and organized. This workflow helps you save time on data entry, enhance productivity, and ensure accurate task assignment.
Stay on top of your tasks without manual effort. When a client accepts a quote in Quotient, a task is promptly generated in Asana, allowing your team to stay updated and organized. This workflow helps you save time on data entry, enhance productivity, and ensure accurate task assignment.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Adds a new task.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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 ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
