Asana + Quotient

Create Asana tasks from templates when new Quotient quotes are accepted

Streamline your project management process with this robust automation. When a quote is accepted in Quotient, a task from a template is immediately created in Asana. This smooth workflow not only saves time but also ensures that each project kicks off promptly once the quote gets the green light. No more missing steps or delays in starting new projects.

Streamline your project management process with this robust automation. When a quote is accepted in Quotient, a task from a template is immediately created in Asana. This smooth workflow not only saves time but also ensures that each project kicks off promptly once the quote gets the green light. No more missing steps or delays in starting new projects.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task From Template

    Creates a new task in Asana from a selected template.

    ActionWrite
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Supported triggers and actions

  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management