Quotient + Sage Intacct
Create new Sage Intacct contacts for every accepted Quotient quote
Streamline and strengthen your client relationships with this efficient workflow. Whenever a quote is accepted on Quotient, a new contact is promptly created in Sage Intacct. This eliminates manual data transfer and maintains consistency across your platforms, allowing you to focus on nurturing your client relationships and expanding your business.
Streamline and strengthen your client relationships with this efficient workflow. Whenever a quote is accepted on Quotient, a new contact is promptly created in Sage Intacct. This eliminates manual data transfer and maintains consistency across your platforms, allowing you to focus on nurturing your client relationships and expanding your business.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
- 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