Productive.io + Quotient

Create new Productive.io companies from sent Quotient quotes

Efficiently manage your client information and save time with this seamless workflow. When you send a quote in Quotient, it instantly creates a new company in Productive.io, ensuring your records are always up-to-date and streamlined. Focus on building relationships and leave the manual data transfer between platforms to this automated process.

Efficiently manage your client information and save time with this seamless workflow. When you send a quote in Quotient, it instantly creates a new company in Productive.io, ensuring your records are always up-to-date and streamlined. Focus on building relationships and leave the manual data transfer between platforms to this automated process.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    Productive.ioProductive.io
    Create Company

    Creates company.

    ActionWrite
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Supported triggers and actions

What does this mean?
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productiveio logo

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.
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Related categories

  • Project Management
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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 more

Related categories

  • Proposal & Invoice Management