ClickSend SMS + Quotient

Send sms messages with ClickSend SMS for new quotes sent in Quotient

Stay connected with your clients by instantly sending SMS notifications when a quote is sent using Quotient. With this workflow, every time you send a quote from Quotient, a personalized text message will be delivered to your recipient via the ClickSend SMS app. Keep clients informed, improve response times, and enhance your customer service process with this seamless automation.

When this happens...
Quote Sent
Triggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Send SMS
Sends a new SMS.
ActionWrite

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Supported triggers and actions

What does this mean?

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Try It
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
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write

- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write

- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

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
Try It
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It
- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- Contact ListRequired
- Email AddressRequired
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn more Help

Related categories

Phone & SMS

About Quotient

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

Learn more Help

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

ClickSend SMS + Quotient

Send sms messages with ClickSend SMS for new quotes sent in Quotient

Quote Accepted

Customer Asked Question

Customer Viewed Quote

Create Lead

MessageRequired

EmailRequired

First NameRequired

Last Name

Company

Phone

Notes

Potential Value ($)

Address Type

Address Street

Address City

Address State

Address Zip

Address Country

Create Contact

Contact ListRequired

First Name

Last Name

Phone Number

Email

Fax Number

Organization Name

Custom 1

Custom 2

Custom 3

Custom 4

Address Line 1

Address Line 2

City

State

Postal Code

Country

Delete Contact

Contact ListRequired

Contact IDRequired

Send Fax

ToRequired

FromRequired

Custom String

PDF File UrlRequired

Send MMS Campaign

Campaign NameRequired

List NameRequired

From

Media URLRequired

SubjectRequired

MessageRequired

Schedule

Send Letter

Custom String

PDF File UrlRequired

Priority

Template Used

Colour

Duplex

Address NameRequired

Line 1Required

Line 2

CityRequired

State

Postal CodeRequired

CountryRequired

Return AddressRequired

Send SMS Campaign

Campaign NameRequired

List NameRequired

From

MessageRequired

Schedule

Send Voice

ToRequired