Jitbit Helpdesk + Quotient
Generate tickets in Jitbit Helpdesk when new quotes are accepted in Quotient
Streamline your customer service efforts with this efficient workflow. As soon as a quote is approved in Quotient, a relevant ticket is immediately created in Jitbit Helpdesk. This process ensures quick response to customer needs, thereby boosting your operational effectiveness and fostering positive customer relationships.
Streamline your customer service efforts with this efficient workflow. As soon as a quote is approved in Quotient, a relevant ticket is immediately created in Jitbit Helpdesk. This process ensures quick response to customer needs, thereby boosting your operational effectiveness and fostering positive customer relationships.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Ticket
Creates a Ticket in your Helpdesk
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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