Quotient + Trello
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 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 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.
- automatically do this!Create Comment
Writes a new comment on a specific card.
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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
