Microsoft Teams + Quotient
"send channel messages in Microsoft Teams when new quotes are sent in Quotient"
Effortlessly streamline your communication when sending quotes. With this workflow, each time you send a quote through Quotient, a channel message will be sent in Microsoft Teams. It digitally connects these two platforms, allowing for efficient and seamless updates, ensuring your team always stays in the loop.
Effortlessly streamline your communication when sending quotes. With this workflow, each time you send a quote through Quotient, a channel message will be sent in Microsoft Teams. It digitally connects these two platforms, allowing for efficient and seamless updates, ensuring your team always stays in the loop.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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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
