Quotient + Formitize Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Quotient and Formitize.

Connect Quotient + Formitize in Minutes

It's easy to connect Quotient + Formitize and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantQuote Accepted

Triggers when a Quote is Accepted.

InstantCustomer Asked Question

Triggers when a Customer asks a New Question.

InstantCustomer 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.

InstantNew Submitted Form

Once a form has been submitted from Formitize

InstantQuote Declined

Triggers when a Quote is Declined.

InstantQuote Sent

Triggers when a New Quote is first Sent.

InstantNew Job Dispatched

This trigger occurs when a job is dispatched from the Formitize portal

How Quotient + Formitize Integrations Work

  1. Step 1: Authenticate Quotient + Formitize.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Quotient + Formitize