Airtable + Quotient
Create Airtable records each time quotes are accepted in Quotient
Streamline your record-keeping process with this efficient workflow. When a quote is accepted in Quotient, a new record is instantly created in Airtable. This saves valuable time, reduces admin work, and ensures accurate data entry. This setup makes tracking your successful quotations easier and more organized.
Streamline your record-keeping process with this efficient workflow. When a quote is accepted in Quotient, a new record is instantly created in Airtable. This saves valuable time, reduces admin work, and ensures accurate data entry. This setup makes tracking your successful quotations easier and more organized.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Quote Accepted
Triggers when a Quote is Accepted.
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 ($)
Quote 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
BaseRequired
TableRequired
Limit to View
Include file contents?
Try It
