monday.com + Quotient
Create new monday.com boards when quotes are accepted in Quotient
Streamline your workflow between Quotient and monday.com. Once this automation is set up, each time you accept a quote in Quotient, a new board will be created in monday.com. This keeps your projects organized and helps you start working on them as soon as a quote is approved. No more manual data entry, thus saving time and improving efficiency.
Streamline your workflow between Quotient and monday.com. Once this automation is set up, each time you accept a quote in Quotient, a new board will be created in monday.com. This keeps your projects organized and helps you start working on them as soon as a quote is approved. No more manual data entry, thus saving time and improving efficiency.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Board
Creates a new 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 ($)
