Google Drive + Quotient
Create new Google Drive folders for every accepted Quotient quote
When a quote is accepted in Quotient, this automation helps in creating a corresponding folder in Google Drive. It ensures a seamless flow of data between your sales and document storage processes. This enhances organized storage and easy access to important files related to each accepted quote, thereby saving your time.
When a quote is accepted in Quotient, this automation helps in creating a corresponding folder in Google Drive. It ensures a seamless flow of data between your sales and document storage processes. This enhances organized storage and easy access to important files related to each accepted quote, thereby saving your time.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
