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Harvest + Quotient

Create Harvest projects from accepted Quotient quotes

Need to organize who’s taking care of what after a quote has been accepted in Quotient? Use Zapier to automatically create a project in Harvest whenever a quote is accepted in Quotient.

Need to organize who’s taking care of what after a quote has been accepted in Quotient? Use Zapier to automatically create a project in Harvest whenever a quote is accepted in Quotient.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    HarvestHarvest

    Finds a Project by Name.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • 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
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    Action
    Write
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About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.
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Related categories

  • Time Tracking Software