ClickUp + Quotient
Update custom field values in ClickUp when customers view quotes in Quotient
When a customer views a quote in Quotient, use this workflow to promptly adjust the corresponding custom field value in ClickUp. This streamlines your record-keeping and ensures that your team stays up-to-date with the customer's interactions with quotes. Keep customer engagement information accurate and handy without needing manual data entry each time.
When a customer views a quote in Quotient, use this workflow to promptly adjust the corresponding custom field value in ClickUp. This streamlines your record-keeping and ensures that your team stays up-to-date with the customer's interactions with quotes. Keep customer engagement information accurate and handy without needing manual data entry each time.
- When this happens...Customer 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.
- automatically do this!Update Custom Field Value
Update value of a custom field for a selected 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
