Create integrations between Formitize and Quotient to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try It- Assigned ToRequired
- FormRequired
- TitleRequired
- Start Date/TimeRequired
- Job Number
- Order Number
- Location
- Description
- Quote Accepted
Triggers when a Quote is Accepted.
Try It - Customer Asked Question
Triggers when a Customer asks a New Question.
Try It
- On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try It - TitleRequired
- Description
- Due DateRequired
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
- Quote Declined
Triggers when a Quote is Declined.
Try It - Quote Sent
Triggers when a New Quote is first Sent.
Try It
Related categories
Related categories