Basecamp 3 + Quotient

Create new Basecamp 3 projects from templates when quotes are accepted in Quotient

Simplify your business workflow with this seamless integration. When a quote gets accepted in Quotient, it initiates the creation of a new project from a template in Basecamp 3 instantly. It ensures swift transformation of approved quotations into organized projects, thereby saving precious time and improving task efficiency.

Simplify your business workflow with this seamless integration. When a quote gets accepted in Quotient, it initiates the creation of a new project from a template in Basecamp 3 instantly. It ensures swift transformation of approved quotations into organized projects, thereby saving precious time and improving task efficiency.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    Basecamp 3Basecamp 3
    Create Project From Template

    Creates a new project using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
  • Quotient triggers, actions, and search

    Quote Declined

    Triggers when a Quote is Declined.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Sent

    Triggers when a New Quote is first Sent.

    Trigger
    Instant
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
  • Basecamp 3 triggers, actions, and search

    New Account

    Triggers when a new basecamp account is created.

    Trigger
    Scheduled
    Try It
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About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
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Related categories

  • Project Management

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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 moreHelp

Related categories

  • Proposal & Invoice Management