Insightly + Quotient + Typeform Integrations
How to connect Insightly + Quotient + Typeform
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Do even more with Insightly + Quotient + Typeform
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Quotient, and Typeform. And don’t forget that you can add more apps and actions to create complex workflows.
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
Quote AcceptedTriggers when a Quote is Accepted.Trigger- Quotient
Triggers when a Quote is Declined.
Instant
Trigger
- Quotient
Triggers when a Customer asks a New Question.
Instant
Trigger
- Quotient
Triggers when a New Quote is first Sent.
Instant
Trigger
- Quotient
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.
Instant
Trigger
- Quotient
Creates a new Contact.
Scheduled
Action
- Quotient
Creates a new Lead.
Scheduled
Action
- Typeform
Triggers when a form is submitted.
Instant
Trigger
- Typeform
Creates a new empty form.
Scheduled
Action
- Typeform
Duplicates an existing form
Scheduled
Action
- Typeform
Update Dropdown, Multiple Choice or Ranking Question Options
Scheduled
Action
- Typeform
Looks up responses for a given criteria.
Scheduled
Action
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How Insightly + Quotient + Typeform Integrations Work
- Step 1: Authenticate Insightly, Quotient, and Typeform.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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