Plumsail Documents + Quotient Integrations
Zapier lets you send info between Plumsail Documents and Quotient automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Process NameRequired
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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.
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How to connect Plumsail Documents + Quotient
- Step 1: Authenticate Plumsail Documents and Quotient.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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