Quotient Help & Support

Supported Triggers#

• Quote Sent - Triggers when a New Quote is first Sent.
• Customer Asked Question - Triggers when a Customer asks a New Question.
• 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.
• Quote Accepted - Triggers when a Quote is Accepted.
• Quote Declined - Triggers when a Quote is Declined.

Supported Searches#

• None yet!

Supported Actions#

• Create Lead - Creates a new Lead.
• Create Contact - Creates a new Contact.

To get started with Quotient on Zapier, first you will need to click to connect your Quotient account to use with your Zap.

You’ll now be asked to log into your Quotient account (unless you are already logged in).

Finally, you will be asked to give Zapier permission to access your account. Click “Allow access toQuotient” to continue.

If all steps were successful your Quotient account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!