• Aero Workflow logoAero Workflow logo
  • Quotient logoQuotient logo

Aero Workflow + Quotient Integrations

How to connect Aero Workflow + Quotient

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  • Aero Workflow triggers, actions, and search
    Get Company Names
    Trigger for Company dynamic dropdown.
    Trigger
    Scheduled
  • Aero Workflow triggers, actions, and search
    Create Appointment
    Creates a new Aero Appointment.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Company
    Creates a new company.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Email Aero
    Creates a new Aero Email.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Note Aero
    Creates a new Aero Other.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Task
    Creates a new Aero Task.
    Action
    Write
  • Aero Workflow triggers, actions, and search
    Create Vault Entry
    Creates a new Vault Entry for specific company.
    Action
    Write
  • Aero Workflow

    Finds an existing company.

    Scheduled

    Action

  • Quotient

    Triggers when a Quote is Accepted.

    Instant

    Trigger

  • Quotient

    Triggers when a Quote is Declined.

    Instant

    Trigger

  • Quotient

    Triggers when a Customer asks a New Question.

    Instant

    Trigger

  • Quotient

    Triggers when a New Quote is first Sent.

    Instant

    Trigger

  • Quotient

    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.

    Instant

    Trigger

  • Quotient

    Creates a new Contact.

    Scheduled

    Action

  • Quotient

    Creates a new Lead.

    Scheduled

    Action

How Aero Workflow + Quotient Integrations Work

  1. Step 1: Authenticate Aero Workflow and Quotient.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
aero-workflow logo
aero-workflow logo

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

Related categories

quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

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