monday.com + Quotient
Update multiple columns in monday.com when a new quote is accepted in Quotient
Streamline your project management tasks when you receive an accepted quote in Quotient. With this workflow, an acceptance in Quotient will prompt a change in multiple column values in monday.com. This ensures that your team stays updated on project status, allowing for seamless progression from proposal acceptance to task execution. Manage your team's workload efficiently with this user-friendly and time-saving automation.
Streamline your project management tasks when you receive an accepted quote in Quotient. With this workflow, an acceptance in Quotient will prompt a change in multiple column values in monday.com. This ensures that your team stays updated on project status, allowing for seamless progression from proposal acceptance to task execution. Manage your team's workload efficiently with this user-friendly and time-saving automation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Update Item
Change multiple column values of an item
- Free forever for core features
- 14 day trial for premium features & apps
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
