MaintainX + Quotient
Create new MaintainX work requests from accepted Quotient quotes
When a quote is accepted in Quotient, this workflow swiftly creates a Work Request in MaintainX. This streamlined process helps you effortlessly transfer important job details, ensuring swift progression from a successful quote to the task at hand. As this automation takes charge, you reduce manual data entry and enable quicker response time to get your jobs started.
When a quote is accepted in Quotient, this workflow swiftly creates a Work Request in MaintainX. This streamlined process helps you effortlessly transfer important job details, ensuring swift progression from a successful quote to the task at hand. As this automation takes charge, you reduce manual data entry and enable quicker response time to get your jobs started.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Work Request
Creates a new Work Request.
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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
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
One of Categories
Show costs on Work Order event
Show Time entries on Work Order event
Try It