Quotient + Zoho Invoice
Create new Zoho Invoice for every accepted quote in Quotient
This workflow turns accepted quotes from Quotient into new invoices in Zoho Invoice without lifting a finger. Once a quote is accepted in Quotient, an invoice is immediately created in Zoho, saving you time and reducing manual data entry errors. Execute seamless financial operations through this streamlined process between Quotient and Zoho Invoice.
This workflow turns accepted quotes from Quotient into new invoices in Zoho Invoice without lifting a finger. Once a quote is accepted in Quotient, an invoice is immediately created in Zoho, saving you time and reducing manual data entry errors. Execute seamless financial operations through this streamlined process between Quotient and Zoho Invoice.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create New Invoice
Triggers when a new sales invoice is created.
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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
