Integrate Clientify with Quotient to automate your work

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clientify with Quotient - no code necessary. See how you can get setup in minutes.

Select a trigger from Clientify

A trigger is an event that starts your Zap and runs the workflow. For example, with Clientify, a trigger could be "Tag Added to Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Quotient

An action is what takes place after the automation is triggered. For example, with Quotient, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clientify to Quotient

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Clientify to Quotient with a Zapier template.

Our most popular template

Create Clientify deals for new Quotient quotes sent
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Quotient + Clientify

Create Clientify deals for new Quotient quotes sent

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Quotient + Clientify

Make work flow with AI

Level up your Clientify to Quotient integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Clientify and Quotient to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Clientify and Quotient to unlock the power of automation

With Zapier's 7,000 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

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.

- Tag
  Required
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Task
Triggers when a new task is created in clientify.
Trigger
Scheduled
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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.
Trigger
Instant
Try It
- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

New Company
Triggers when a new company is created in clientify.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Scheduled
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- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Name
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact
  Required
- Contact owner
Action
Write
- email
- Phone number
- Full Name
- VAT Number
Action
Search
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- email
- First Name
  Required
- Last Name
- Company name
- Phone number
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

Learn how to automate Clientify on the Zapier blog

Learn how to automate Quotient on the Zapier blog

About Clientify

Clientify is a marketing and sales automation platform to easily grow your business. It includes all the marketing tools, in just one place

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn more

Related categories

Proposal & Invoice Management

Integrate @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Clientify with Quotient to automate your work

How Zapier works

Select a trigger from Clientify

Setup an action from Quotient

That’s it! You just connected Clientify to Quotient

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create Clientify deals for new Quotient quotes sent

Create Clientify deals for new Quotient quotes sent

Make work flow with AI

Connect Clientify and Quotient to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Clientify and Quotient to unlock the power of automation

Supported triggers and actions

Learn how to automate Clientify on the Zapier blog

Learn how to automate Quotient on the Zapier blog

Connect Clientify to Quotient on the world's largest no-code automation platform

Integrate Clientify with Quotient to automate your work