Keeper + Quotient

Create Keeper clients when new Quotient quotes are accepted

Save time and streamline your client onboarding process with this automation. When a quote is accepted in Quotient, this workflow will instantly create a new client in Keeper, ensuring all clients are organized and up-to-date in your system without any manual effort required. Focus on what matters most, and let this seamless process keep your client data effortlessly organized.

Save time and streamline your client onboarding process with this automation. When a quote is accepted in Quotient, this workflow will instantly create a new client in Keeper, ensuring all clients are organized and up-to-date in your system without any manual effort required. Focus on what matters most, and let this seamless process keep your client data effortlessly organized.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    KeeperKeeper
    Create Client

    Creates a new client in Keeper.

    ActionWrite
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Supported triggers and actions

What does this mean?
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keeper logo

About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
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Related categories

  • Business Intelligence
quotient logo
quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management