Quotient + Roll

Quotient + Roll integrations

Create new Roll projects when Quotient quotes are sent

Efficiently manage your projects by connecting Quotient and Roll with this seamless workflow. When a quote is sent in Quotient, a new project will be created in Roll, keeping your project pipeline up-to-date and streamlining your project management process. This automation helps you save time and ensures that no important projects fall through the cracks.

When this happens...
Quote SentTriggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Create ProjectTriggers when a new project is created.
ActionWrite

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More things you can do with Quotient and Roll

Discover other triggers and actions you can use with Quotient and Roll

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
New Company
Triggers when a new company is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Write

- Employee
  Required
- Project
  Required
- Time Date
  Required
- Time Notes
- Time (In Hours)
  Required
- Rate
Action
Write
- Project
  Required
Action
Search
- Project Name
  Required
- Company
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Search or write

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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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
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- 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 Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Time Record
Triggers when a new time record is created.
Trigger
Polling
Try It
- Company
  Required
- Project Name
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Write
- Company
Action
Search
- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Search or 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 Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create Roll projects from newly-accepted Quotient quotes

Related Zap Templates

Create Roll projects from newly-accepted Quotient quotes