Airtable + Quotient
Manage accepted Quotient quotes by creating or updating records in Airtable
Stay on top of your workflow with this Quotient to Airtable automation. Whenever a quote is accepted in Quotient, a record will be created or updated in Airtable. This seamless integration helps you monitor your progress, ensuring every accepted quote is instantly noted in your Airtable database, saving you time and preventing overlooked updates.
Stay on top of your workflow with this Quotient to Airtable automation. Whenever a quote is accepted in Quotient, a record will be created or updated in Airtable. This seamless integration helps you monitor your progress, ensuring every accepted quote is instantly noted in your Airtable database, saving you time and preventing overlooked updates.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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
