Quotient + Zite

Quotient + Zite integrations

Create new Zite records whenever new quotes are sent in Quotient

This automation performs a vital task swiftly as you finalize quotes with Quotient. Once a quote is dispatched from Quotient, a new record is instantly created in Zite. This process reduces manual data entry and ensures all your business dealings are effortlessly documented in your Zite account, maintaining consistent records and enhancing your productivity.

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

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More things you can do with Quotient and Zite

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

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
- Base
  Required
- Table
Trigger
Instant
Try It

- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Trigger
Instant
Try It

- Base
  Required
- Table
Trigger
Instant
Try It
- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field
  Required
Action
Write
- Base
  Required
- Table
  Required
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field Name
  Required
Action
Search
- Base
  Required
- Table Name
  Required
Action
Search

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
- Base
  Required
- Table
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
Trigger
Instant
Try It
- Base
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
- Field Name
  Required
- Field Type
  Required
- Field Settings (JSON)
Action
Write
- Base
  Required
- Table Name
  Required
- First Field Name
  Required
- First Field Type
  Required
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Base
  Required
- Table
  Required
- Field
  Required
- New Field Name
- Field Settings (JSON)
Action
Write
- Base
  Required
- Table
  Required
- New Table Name
Action
Write
- Base
  Required
- Table
  Required
Action
Search

About Quotient

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

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Related categories

Proposal & Invoice Management

About Zite

Zite is an AI-powered app builder for product-ready business software

Learn moreLearn moreHelpHelp

Related categories

Databases