Quotient + Resource Guru

Quotient + Resource Guru integrations

Create new Resource Guru projects from accepted Quotient quotes

Streamline your project management process with this efficient automation. When a quote is accepted in Quotient, a new project is instantaneously set up in Resource Guru. This workflow saves you precious time by reducing repetitive tasks and ensures seamless transitions between quoting and project execution phases.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Quotient and Resource Guru

Discover other triggers and actions you can use with Quotient and Resource Guru

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
Try It
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- New, Updated or Both
  Required
Trigger
Instant
Try It

- New, Updated or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It

- Name
  Required
- Notes
- Color
Action
Write
- Resource Type
  Required
Action
Write
- Booking
  Required
- Booker
- Resource
- Client
- Allow_waiting
- Details
- Specific Time or Hours Per Day
Action
Write
- Project
  Required
- ProjectCode
- Name
- Associated Client
- Notes
- Color
Action
Write
- Time Off Event
  Required
- Resource
- Booker
- Event Type
- From
- To
- Timezone
- Details
Action
Write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
Try It
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Try It
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
Try It
- 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
- New, Updated or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- Booker
- Resource
  Required
- Client
- Project
- Allow_waiting
- Details
- Specific Time or Hours Per Day
  Required
Action
Write
- Name
  Required
- ProjectCode
- Associated Client
- Notes
- Color
Action
Write
- Resource
  Required
- Booker
  Required
- Event Type
  Required
- From
  Required
- To
  Required
- Timezone
- Details
Action
Write
- Client
  Required
- Name
- Notes
- Color
Action
Write
- Resource
  Required
Action
Write

About Quotient

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Resource Guru

The fast, simple way to schedule people, equipment and other resources online.

HelpHelp

Related categories

Scheduling & Booking