Microsoft Excel + Quotient

Add new Quotient customer questions to Microsoft Excel rows as a table entry

When a customer asks a question in Quotient, this workflow steps in to seamlessly add a new row to your Microsoft Excel table. It's an efficient solution that allows you to keep track of customer inquiries, helping you maintain an organized and responsive customer service approach. No need for manual data entry; let this automation take care of customer query documentation straight away.

When a customer asks a question in Quotient, this workflow steps in to seamlessly add a new row to your Microsoft Excel table. It's an efficient solution that allows you to keep track of customer inquiries, helping you maintain an organized and responsive customer service approach. No need for manual data entry; let this automation take care of customer query documentation straight away.

  1. When this happens...
    QuotientQuotient
    Customer Asked Question

    Triggers when a Customer asks a New Question.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Declined

    Triggers when a Quote is Declined.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Sent

    Triggers when a New Quote is first Sent.

    Trigger
    Instant
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

  • Microsoft
  • Spreadsheets

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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