Microsoft Teams + Quotient
Send chat messages in Microsoft Teams when new questions are asked in Quotient
Create a seamless flow of communication within your team with this workflow. Whenever a customer asks a question on Quotient, it promptly sends a chat message in your Microsoft Teams platform. This automation ensures your team stays informed and can quickly address any customer inquiries, improving response time and enhancing your customer service.
Create a seamless flow of communication within your team with this workflow. Whenever a customer asks a question on Quotient, it promptly sends a chat message in your Microsoft Teams platform. This automation ensures your team stays informed and can quickly address any customer inquiries, improving response time and enhancing your customer service.
- When this happens...Customer Asked Question
Triggers when a Customer asks a New Question.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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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
