monday.com + Quotient
Update multiple columns in monday.com when new quotes are sent in Quotient
Streamline your workflow between Quotient and Monday.com with this time-saving automation. Once set up, each time a quote is sent from Quotient, the values in multiple columns change in Monday.com. Stay organized, keep your team updated, and enhance your productivity by integrating these two powerful tools.
Streamline your workflow between Quotient and Monday.com with this time-saving automation. Once set up, each time a quote is sent from Quotient, the values in multiple columns change in Monday.com. Stay organized, keep your team updated, and enhance your productivity by integrating these two powerful tools.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Update Item
Change multiple column values of an item
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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
