Keeper + Quotient
Create Keeper clients when new Quotient quotes are accepted
Save time and streamline your client onboarding process with this automation. When a quote is accepted in Quotient, this workflow will instantly create a new client in Keeper, ensuring all clients are organized and up-to-date in your system without any manual effort required. Focus on what matters most, and let this seamless process keep your client data effortlessly organized.
Save time and streamline your client onboarding process with this automation. When a quote is accepted in Quotient, this workflow will instantly create a new client in Keeper, ensuring all clients are organized and up-to-date in your system without any manual effort required. Focus on what matters most, and let this seamless process keep your client data effortlessly organized.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Client
Creates a new client in Keeper.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Client Properties Update
Triggers when client properties are modified.
Try It