Quotient + Todoist
Create tasks in Todoist when new quotes are accepted in Quotient
Secure accepted quotes into tasks efficiently with this workflow between Quotient and Todoist. The moment a quote is affirmed in Quotient, a relative task is established in Todoist, wiping out redundancy and enhancing precision. Feel at ease as this boosts your focus on operational matters, being assured that accepted quotations are instantly addressed.
Secure accepted quotes into tasks efficiently with this workflow between Quotient and Todoist. The moment a quote is affirmed in Quotient, a relative task is established in Todoist, wiping out redundancy and enhancing precision. Feel at ease as this boosts your focus on operational matters, being assured that accepted quotations are instantly addressed.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Creates a new task.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
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
