Payaca + Quotient

Payaca + Quotient integrations

Create new Payaca deals when quotes are accepted in Quotient

Ensure a swift and efficient sales process with this handy integration. As soon as a quote is accepted in Quotient, a corresponding deal is immediately created in Payaca. This eliminates the need for a manual transfer of data between the two platforms. By ensuring every accepted quote is rapidly converted to a deal in Payaca, you're streamlining your workflow and enhancing your overall productivity.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create DealCreates a deal.
ActionWrite

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More things you can do with Quotient and Payaca

Discover other triggers and actions you can use with Quotient and Payaca

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
Action
Write

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

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Related categories

Sales & CRM

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

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Related categories

Proposal & Invoice Management