Create integrations between Quotient and Workiz to automate any workflow
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.
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
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try It