Connect Quotient to Shortcut and 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
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
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.
- Quote Accepted
Triggers when a Quote is Accepted.
Try It - Customer Asked Question
Triggers when a Customer asks a New Question.
Try It - 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.
Try It - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- Quote Declined
Triggers when a Quote is Declined.
Try It - Quote Sent
Triggers when a New Quote is first Sent.
Try It - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
- NameRequired
- Description
- Story Type
- Workflow IdRequired
- Workflow State
- Team
- Epic
- Due Date
- Estimate
- Requester
- Followers
- Owners
- Iteration
- Labels
- External Links
- Comments
- Tasks
Related categories
Related categories