Quotient + Trello
Create new Trello cards when quotes are accepted in Quotient
Streamline your workflow when quotes are accepted in the Quotient app by creating a corresponding card in Trello. This integration boosts organization and ensures you never miss a step after securing client approval. Spend less time on manual data entry and focus more on execution, effortlessly improving your workflow efficiency.
Streamline your workflow when quotes are accepted in the Quotient app by creating a corresponding card in Trello. This integration boosts organization and ensures you never miss a step after securing client approval. Spend less time on manual data entry and focus more on execution, effortlessly improving your workflow efficiency.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Card
Adds a new card on a specific board and list.
- 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
