Create Harvest projects from accepted Quotient quotes
When this happensStep 1: Quote Accepted
Then do thisStep 2: Create Project
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.
How this Quotient-Harvest integration works
- A quote is accepted in Quotient
- Zapier creates a new project in Harvest
- Quotient (account with administrator access)