Aero Workflow + Quotient Integrations

How to connect Aero Workflow + Quotient

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Get Company Names
Trigger for Company dynamic dropdown.
Trigger
Scheduled
Create Appointment
Creates a new Aero Appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Email Aero
Creates a new Aero Email.
Action
Write
Create Note Aero
Creates a new Aero Other.
Action
Write
Create Task
Creates a new Aero Task.
Action
Write
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

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

Aero Workflow is a workflow application for accountants by accountants.

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

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