Quotient + Roll
Create Roll projects from newly-accepted Quotient quotes
Now you've won the job, but you need to manage it all with your team, track your hours and invoice your client! Use Zapier to automatically create a project in Roll whenever a quote is accepted in Quotient.
Now you've won the job, but you need to manage it all with your team, track your hours and invoice your client! Use Zapier to automatically create a project in Roll whenever a quote is accepted in Quotient.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Project
Triggers when a new project is created.
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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