Notion + Quotient
Create new Notion database items from accepted Quotient quotes
Elevate your efficiency with this streamlined workflow between Quotient and Notion. The instant a quote is accepted in Quotient, this automation will conveniently generate a new database item within Notion. Use this to effortlessly maintain an overview of your successful quotations while saving time on manual data entry.
Elevate your efficiency with this streamlined workflow between Quotient and Notion. The instant a quote is accepted in Quotient, this automation will conveniently generate a new database item within Notion. Use this to effortlessly maintain an overview of your successful quotations while saving time on manual data entry.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Database Item
Creates an item in a database.
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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