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Connecteam + Quotient

Connecteam + Quotient

Connecteam + Quotient integrations

Create jobs in Connecteam from newly accepted quotes in Quotient

When a quote is accepted in Quotient, this workflow instantly creates a job in Connecteam. It saves you the hassle of manual data entry, ensuring your Connecteam jobs remain updated with your Quotient activities. This seamless process keeps your operations efficient and your team coordinated.

  1. When this happens...
    Quote Accepted
    Quote Accepted
    Quote AcceptedTriggers when a Quote is Accepted.
  2. automatically do this!
    Create Job
    Create Job
    Create JobCreates a new job in the app.
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More things you can do with Quotient and Connecteam

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

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    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
  • 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
    • 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
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About Connecteam
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Related categories
quotient logo
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories