Quotient + ServiceM8
Create jobs in ServiceM8 from accepted Quotient quotes
Streamline your workflow from quote to job. If work needs to be booked in from your accepted Quotient quote, then this Zapier automation makes it easy by creating a ServiceM8 job with all the relevant details from the quote. No more copying and pasting.
Streamline your workflow from quote to job. If work needs to be booked in from your accepted Quotient quote, then this Zapier automation makes it easy by creating a ServiceM8 job with all the relevant details from the quote. No more copying and pasting.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Job
Creates a new job.
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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
