Create new OneDrive folders when new Quotient quotes are accepted
Ease your document organization process with this seamless workflow. When a quote is accepted in Quotient, a corresponding folder is instantaneously created in OneDrive. This not only keeps your files systematically arranged but also eliminates the need for manual data transfer, saving you time and boosting efficiency. Experience the power of integrated software solutions.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create FolderTriggers when a new folder is created.
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More things you can do with Quotient and OneDrive
Discover other triggers and actions you can use with Quotient and OneDrive
- 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






