NetSuite + Quotient
Delete NetSuite records when new Quotient quotes are sent
Maintain smooth operations with this workflow, designed to register sent quotes from Quotient into NetSuite. It activates when a quote is sent via Quotient, instantly updating your records in NetSuite. This process helps save time, reduces manual errors and ensures your records stay current with every crucial sales activity in Quotient. It's a practical solution for efficiency and reliable record-keeping.
Maintain smooth operations with this workflow, designed to register sent quotes from Quotient into NetSuite. It activates when a quote is sent via Quotient, instantly updating your records in NetSuite. This process helps save time, reduces manual errors and ensures your records stay current with every crucial sales activity in Quotient. It's a practical solution for efficiency and reliable record-keeping.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Delete Record
Deletes an existing record. Supports standard and custom records.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
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