Any.do Personal + Quotient

Any.do Personal + Quotient integrations

Create new Any.do Personal lists when Quotient quotes are accepted

Easily transform accepted quotes into organized task lists with this efficient workflow. When a quote is accepted in Quotient, this automation will create a new list in Any.do Personal, ensuring you never miss upcoming tasks or responsibilities. Stay on top of your workload and improve your productivity by turning your quotes into actionable tasks in seconds.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create ListCreates a new list.
ActionWrite

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More things you can do with Quotient and Any.do Personal

Discover other triggers and actions you can use with Quotient and Any.do Personal

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- List
Trigger
Polling
Try It

- List Name
  Required
Action
Write
- Task
  Required
- Title
- Status
Action
Write

- Title
  Required
- List
  Required
- Due Date
- Set Reminder?
- Note
Action
Search or write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Title
  Required
- Due Date
- Set Reminder?
- Note
Action
Write
- Task title
  Required
Action
Search

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

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Related categories

Task Management

About Quotient

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

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Related categories

Proposal & Invoice Management