monday.com + Quotient
Create items in monday.com when new quotes are accepted in Quotient
Efficiently manage your sales process by connecting Quotient and monday.com through this seamless workflow. When a quote is accepted in Quotient, a new item will be created in your monday.com board, keeping your team informed and your project on track. Streamline your sales and project management to save time and ensure accurate communication across platforms.
Efficiently manage your sales process by connecting Quotient and monday.com through this seamless workflow. When a quote is accepted in Quotient, a new item will be created in your monday.com board, keeping your team informed and your project on track. Streamline your sales and project management to save time and ensure accurate communication across platforms.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Item
Create a new Item in a board
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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 ($)
