Create tasks in Motion for every new accepted quote in Quotient
Seal the deal swiftly and stay organized with this innovative automation. Once you get an accepted quote in Quotient, this nifty workflow will instantly create a task in the Motion app, allowing you to self-direct your attention to more urgent matters. Simplify your operations and boost productivity by having your tasks ready to go, the moment a quote is confirmed.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create TaskCreates a new Motion Task
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More things you can do with Quotient and Motion
Discover other triggers and actions you can use with Quotient and Motion
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite



