Quotient + Workiz
Create new Workiz jobs when quotes are accepted in Quotient
Simplify your business workflow by adopting this seamless integration between Quotient and Workiz. When a quote is accepted in Quotient, a job is promptly created in Workiz, allowing your team to kickstart work immediately. This efficient system not only streamlines your operations but also saves valuable time and enhances productivity. It's an easy and effective solution for businesses looking to stay organized and proactive.
Simplify your business workflow by adopting this seamless integration between Quotient and Workiz. When a quote is accepted in Quotient, a job is promptly created in Workiz, allowing your team to kickstart work immediately. This efficient system not only streamlines your operations but also saves valuable time and enhances productivity. It's an easy and effective solution for businesses looking to stay organized and proactive.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Job
Schedules a new job in your Workiz account.
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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