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.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Project From Template
Creates a new project using a template.
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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
New Account
Triggers when a new basecamp account is created.
Try It
