Send Quotient quotes and create Zendesk tickets instantly
Streamline your customer support process with this seamless workflow between Quotient and Zendesk. When a new quote is sent out from Quotient, a corresponding ticket is instantly created in Zendesk. This not only saves you manual data entry time but also ensures no customer queries are left unanswered. Improve efficiency and enhance your customer service experience with this simple automation.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Create TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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More things you can do with Quotient and Zendesk
Discover other triggers and actions you can use with Quotient and Zendesk
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite






