Microsoft Teams + Quotient
"send chat messages in Microsoft Teams when new quotes are accepted in Quotient"
Effortlessly streamline your business communication when a quote is accepted in Quotient. This workflow instantly sends a chat message in Microsoft Teams, keeping your team updated effectively and efficiently. Enhancing your team collaboration, this automation ensures you never miss an update on accepted quotes.
Effortlessly streamline your business communication when a quote is accepted in Quotient. This workflow instantly sends a chat message in Microsoft Teams, keeping your team updated effectively and efficiently. Enhancing your team collaboration, this automation ensures you never miss an update on accepted quotes.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
- 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
