Airtable + Quotient
Create or update Airtable records each time a new quote is sent in Quotient
Easily manage your business proposals with this seamless synergy between Quotient and Airtable. Each time a quote is sent via Quotient, a corresponding record is created or updated in Airtable. This efficient workflow provides valuable assistance in tracking your sent quotes for an organized and streamlined proposal management.
Easily manage your business proposals with this seamless synergy between Quotient and Airtable. Each time a quote is sent via Quotient, a corresponding record is created or updated in Airtable. This efficient workflow provides valuable assistance in tracking your sent quotes for an organized and streamlined proposal management.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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- 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
