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)
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Triggers when you add a new project.
Creates a project.
Triggers when you add a new task.
Adds a new task.
Triggers when you add a new client.
Creates a new timesheet entry for the current day.
Triggers when you add a new invoice (with line item support).
Adds a new contact.
Triggers when you add a new person.
Creates and starts a timer for the current day.