Quotient + Zapier Tables

Transfer sent quotes from Quotient to Zapier Tables by creating new records

Streamline your record-keeping process with this Quotient to Zapier Tables automation. Whenever a quote is sent in Quotient, a corresponding record is instantly created in Zapier Tables. This simplifies tracking and ensures all your quote-related data is efficiently stored in one place, without any manual intervention.

When this happens...
Quote SentTriggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Create RecordCreates a new record on a table.
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 Zapier Tables

Discover other triggers and actions you can use with Quotient and Zapier Tables

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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It

- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Field
  Required
- Summary Formula
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It

- Table ID
  Required
- Calculate Field
  Required
- Aggregate Function
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or 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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
Instant
Try It
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
- Description
- Number of Fields
Action
Write
- Table ID
  Required
- Name
- Description
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

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 Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn moreLearn moreHelpHelp

Related categories

Related Zap Templates

Create records in Zapier Tables for newly viewed quotes in Quotient

Related Zap Templates

Create records in Zapier Tables for newly viewed quotes in Quotient