Coda + Quotient

Coda + Quotient integrations

Create new rows in Coda when quotes are sent in Quotient

Elevate your record-keeping with this efficient workflow. When you send a quote using Quotient, a row is immediately added to Coda, building an organized inventory of quote data. Save time and effort with this seamless integration, letting you focus more on crafting perfect quotes and less on meticulous data entry.

When this happens...
Quote SentTriggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Create RowCreates a new row in the selected table.
ActionWrite

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More things you can do with Quotient and Coda

Discover other triggers and actions you can use with Quotient and Coda

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

- Source Doc
  Required
- Title (override)
Action
Write
- Document
  Required
- Table
  Required
Action
Write

- Document
  Required
- Table
  Required
- Matching Columns
Action
Write
- Document
  Required
- Table
  Required
- Search Column
  Required
- Search Value
  Required
Action
Search

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
Try It
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
- 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
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Request ID
  Required
Action
Write
- Document
  Required
- Table
  Required
- Row
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.

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Related categories

Documents

Similar apps

Microsoft OneNote

Microsoft, Notes

Quip

Documents

Google Sheets

Google, Spreadsheets

About Quotient

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management