FreeAgent + Quotient
Create tasks in FreeAgent when new quotes are accepted in Quotient
Streamline your workflow and save time with this intuitive automation. Whenever a quote is accepted inside Quotient, a new task will be instantly created in FreeAgent. This ensures you're always staying productive and organized, helping your business run seamlessly.
Streamline your workflow and save time with this intuitive automation. Whenever a quote is accepted inside Quotient, a new task will be instantly created in FreeAgent. This ensures you're always staying productive and organized, helping your business run seamlessly.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Triggers when a new task is added.
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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