CompanyCam + Quotient
Create new projects in CompanyCam when quotes get accepted in Quotient
Streamline your project management by linking your Quotient and CompanyCam apps. This workflow starts when a quote is accepted in Quotient and in turn, a new project is created in CompanyCam. This automation saves time, reduces manual task repetition, and fosters efficient project initiation.
Streamline your project management by linking your Quotient and CompanyCam apps. This workflow starts when a quote is accepted in Quotient and in turn, a new project is created in CompanyCam. This automation saves time, reduces manual task repetition, and fosters efficient project initiation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Add Project
Creates a new project in your account.
- 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