Halo Service Solutions + Quotient

Halo Service Solutions + Quotient integrations

Create new Halo Service Solutions tickets when Quotient quotes are accepted

When a quote is accepted in Quotient, streamline your process by instantaneously creating a support ticket in Halo Service Solutions. Simplify your workflow with this automation and allow your team to swiftly tackle client's requirements. Enhance productivity, improve response time, and keep your customers satisfied.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create TicketCreates a new Ticket in Halo.
ActionWrite

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More things you can do with Quotient and Halo Service Solutions

Discover other triggers and actions you can use with Quotient and Halo Service Solutions

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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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
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
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- Name
  Required
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Email Address
  Required
- Ticket Type
  Required
- Summary
- Details
- Priority
Action
Write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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
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- 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
- Description
  Required
- Customer
- Site
- End-User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- Name
  Required
- Customer Name
  Required
- Main Site
  Required
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Name
  Required
- Customer Name
  Required
- Site Name
  Required
- Email Address
- Network Login
- Work Phone Number
- Mobile Phone Number
Action
Write

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

HelpHelp

Related categories

Project Management

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