Microsoft Teams + Quotient
Send Microsoft Teams chat messages when customers view quotes in Quotient
Streamline your workflow with this Quotient to Microsoft Teams automation. With this setup, each time a customer views a quote in your Quotient app, a chat message will be dispatched in Microsoft Teams. That means you're always in the loop, and can swiftly and efficiently follow up on customer interactions. Enhance your customer service and stay one step ahead with this automation.
Streamline your workflow with this Quotient to Microsoft Teams automation. With this setup, each time a customer views a quote in your Quotient app, a chat message will be dispatched in Microsoft Teams. That means you're always in the loop, and can swiftly and efficiently follow up on customer interactions. Enhance your customer service and stay one step ahead with this automation.
- When this happens...Customer 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.
- 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
