Quotient + Trello
Create new Trello boards when quotes are accepted in Quotient
Automate your project management by linking Quotient and Trello through a streamlined workflow. This automation kicks into action each time a quote gets approved in Quotient, spawning a new board in Trello. This accelerates the initiation of new projects, bringing more efficiency and organization to your work.
Automate your project management by linking Quotient and Trello through a streamlined workflow. This automation kicks into action each time a quote gets approved in Quotient, spawning a new board in Trello. This accelerates the initiation of new projects, bringing more efficiency and organization to your work.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Board
Triggers when a new board is added.
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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
