Dropbox + Quotient
Create new Dropbox folders for each sent Quotient quote
Organize your quotations effectively with this workflow! When you send a quote through Quotient, a new folder will be simultaneously created in Dropbox. This process ensures your documents are neatly filed, facilitating seamless internal coordination and allowing you to focus more on your client interactions rather than administrative duties. It's a handy way to streamline operations and improve productivity.
Organize your quotations effectively with this workflow! When you send a quote through Quotient, a new folder will be simultaneously created in Dropbox. This process ensures your documents are neatly filed, facilitating seamless internal coordination and allowing you to focus more on your client interactions rather than administrative duties. It's a handy way to streamline operations and improve productivity.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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 ($)
