MaintainX + Quotient

MaintainX + Quotient integrations

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 this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create Work RequestCreates a new Work Request.
ActionWrite

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More things you can do with Quotient and MaintainX

Discover other triggers and actions you can use with Quotient and MaintainX

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- Return all Asset Info (serializeEntity)
Trigger
Instant
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- Properties
- Return all Work Order Data (serialize Entity)
- Only return Filtered Properties
Trigger
Instant
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- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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- Work Order
- Categories
Action
Write
- Name
  Required
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Conversation
  Required
- Message Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Start Date
- User Ids
- Team Ids
- Procedure Template
- Location
- Asset
- Categories
- Custom Fields
- Work Request ID
Action
Write
- Title
  Required
- Description
- Priority
- Location
Action
Write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer 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.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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New Work Order
Triggers when a new work order is created.
Trigger
Instant
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New Work Request
Triggers when a New Work Request is created
Trigger
Instant
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- Asset Name
  Required
- Asset Types
- Barcode
- Criticality
- Description
- Location
- Parent Asset
- Manufacturer
- Model
- Serial Number
- Responsible Teams
- Vendors
Action
Write
- Location ID
- Name
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Work Order ID
  Required
- Comment Content
Action
Write
- Work Order ID
  Required
- Title
- Asset
- Description
- Due Date
- Estimated Time
- Priority
- Procedure Template
- customFields
- User IDs
- Team IDs
Action
Write
- Entity Type
  Required
Action
Search

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

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Related categories

Task Management

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management