MaintainX + Quotient
Create new MaintainX work requests from accepted Quotient quotes
When a quote is accepted in Quotient, this workflow swiftly creates a Work Request in MaintainX. This streamlined process helps you effortlessly transfer important job details, ensuring swift progression from a successful quote to the task at hand. As this automation takes charge, you reduce manual data entry and enable quicker response time to get your jobs started.
When a quote is accepted in Quotient, this workflow swiftly creates a Work Request in MaintainX. This streamlined process helps you effortlessly transfer important job details, ensuring swift progression from a successful quote to the task at hand. As this automation takes charge, you reduce manual data entry and enable quicker response time to get your jobs started.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Work Request
Creates a new Work Request.
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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 ($)