Send emails in Gmail when new quotes are accepted in Quotient
When a quote is accepted in the Quotient app, streamline your workflow by allowing Gmail to send an email for you. This efficient integration assists in immediately notifying or updating relevant parties, reducing the wait time and increasing business efficiency. Stay on top of your client relationships by maintaining prompt and direct communication with this seamless process.
When a quote is accepted in the Quotient app, streamline your workflow by allowing Gmail to send an email for you. This efficient integration assists in immediately notifying or updating relevant parties, reducing the wait time and increasing business efficiency. Stay on top of your client relationships by maintaining prompt and direct communication with this seamless process.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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