Microsoft Outlook + Quotient
Send emails in Microsoft Outlook when new quotes are accepted in Quotient
When an accepted quote is detected in Quotient, this workflow instantly sends an email notification through your Microsoft Outlook account. This seamless process ensures you're instantly informed about bookings, allowing you to take immediate action. It's a simple way to improve your operational efficiency and serve your clients promptly.
When an accepted quote is detected in Quotient, this workflow instantly sends an email notification through your Microsoft Outlook account. This seamless process ensures you're instantly informed about bookings, allowing you to take immediate action. It's a simple way to improve your operational efficiency and serve your clients promptly.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
