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.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task From Template
Creates a new task in Asana from a selected template.
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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
