ClickUp + Quotient
Create tasks in ClickUp when new quotes are accepted in Quotient
Effortlessly stay on top of your sales process with this Quotient and ClickUp integration. When a quote is accepted in Quotient, a new task will be created in ClickUp, helping you ensure timely follow-ups and smooth project management. Say goodbye to manual task creation and streamline your workflow with this efficient automation.
Effortlessly stay on top of your sales process with this Quotient and ClickUp integration. When a quote is accepted in Quotient, a new task will be created in ClickUp, helping you ensure timely follow-ups and smooth project management. Say goodbye to manual task creation and streamline your workflow with this efficient automation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
