Quotient + Autotask + Xero Integrations
How to connect Quotient + Autotask + Xero
Zapier lets you send info between Quotient and Autotask and Xero automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Quotient + Autotask + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Quotient, Autotask, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
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.
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
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How Quotient + Autotask + Xero Integrations Work
- Step 1: Authenticate Quotient, Autotask, and Xero.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.
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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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
