Halo Service Solutions + Quotient
Create new Halo Service Solutions tickets when Quotient quotes are accepted
When a quote is accepted in Quotient, streamline your process by instantaneously creating a support ticket in Halo Service Solutions. Simplify your workflow with this automation and allow your team to swiftly tackle client's requirements. Enhance productivity, improve response time, and keep your customers satisfied.
When a quote is accepted in Quotient, streamline your process by instantaneously creating a support ticket in Halo Service Solutions. Simplify your workflow with this automation and allow your team to swiftly tackle client's requirements. Enhance productivity, improve response time, and keep your customers satisfied.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Ticket
Creates a new Ticket in Halo.
- 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