ClickUp + Quotient
Create new tasks in ClickUp when quotes are sent in Quotient
Ensure your team stays on top of quotes with this straightforward automation. When you send a quote with Quotient, a task is instantly created in ClickUp for tracking and follow-up. This effective workflow helps your team maintain their focus by letting the software handle the routine details, allowing for more time on critical tasks.
Ensure your team stays on top of quotes with this straightforward automation. When you send a quote with Quotient, a task is instantly created in ClickUp for tracking and follow-up. This effective workflow helps your team maintain their focus by letting the software handle the routine details, allowing for more time on critical tasks.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Task
Creates a new task.
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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
