CheckFlow + Quotient
CheckFlow + Quotient
CheckFlow + Quotient integrations
Create checklists in CheckFlow for new accepted quotes in Quotient
Streamline your task follow-ups with this efficient workflow. When a quote is accepted in Quotient, a checklist is instantly created in CheckFlow. This automation helps to ensure every accepted quote swiftly moves into the execution phase, keeping your workflow seamless and productive.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create ChecklistCreates a new checklist.
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More things you can do with Quotient and CheckFlow
Discover other triggers and actions you can use with Quotient and CheckFlow
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
Related categories
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories