Any.do Personal + Quotient
Create new Any.do Personal lists when Quotient quotes are accepted
Easily transform accepted quotes into organized task lists with this efficient workflow. When a quote is accepted in Quotient, this automation will create a new list in Any.do Personal, ensuring you never miss upcoming tasks or responsibilities. Stay on top of your workload and improve your productivity by turning your quotes into actionable tasks in seconds.
Easily transform accepted quotes into organized task lists with this efficient workflow. When a quote is accepted in Quotient, this automation will create a new list in Any.do Personal, ensuring you never miss upcoming tasks or responsibilities. Stay on top of your workload and improve your productivity by turning your quotes into actionable tasks in seconds.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create List
Creates a new list.
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Quote Accepted
Triggers when a Quote is Accepted.
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