1.Detect quote accepted
Integrate Quotient to capture quote metadata and start billing when a quote is accepted.
Create invoice and customer record from accepted quote
Automatically monitor quote accepted events across Quotient, and accounts receivable workflows in QuickBooks Online, Google Sheets, and HubSpot. Create and update billing records when quotes are accepted, when customers are matched or missing, or when fee-bearing quotes qualify—so you can generate invoices, reconcile transactions, and kick off onboarding without manual data entry.
How this automation accelerates your invoicing and onboarding
When quotes get accepted but customer and invoice data stays scattered, billing delays and reconciliation errors follow. This automation uses Quotient and QuickBooks Online to create customers and invoices, then adds a tracking row in Google Sheets and optionally creates a HubSpot deal—so your team can bill faster.
Quotientor swap with your favorite app
2.Find or create customer
Integrate QuickBooks Online and data matching tools to find by email and create a customer record for invoicing.
QuickBooks Onlineor swap with your favorite app
3.Create invoice in QuickBooks Online
Integrate QuickBooks Online and invoice templates to generate an invoice with mapped dates, lines, and delivery settings.
4.Add tracking row
Integrate Google Sheets and reporting tools to append a row with invoice number, links, and acceptance timestamps.
Google Sheetsor swap with your favorite app
5.Create optional deal
Integrate HubSpot and CRM tools to create a deal for qualifying fee-bearing quotes and link it to the quote.
HubSpotor swap with your favorite app
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