Integrate Excel with Quotient
Send information between Excel and Quotient automatically, without writing any code, using Zoho Flow.
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Connect Excel and Quotient with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Excel and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New worksheet
Triggers when a new worksheet is added to the selected workbook
New row in table
Triggers when a new row is added at the bottom of the selected table
New row
Triggers when a new row is added at the bottom of the selected worksheet
Quote accepted
Triggers when a new quote is accepted
Quote viewed by customer
Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Quote Declined
Triggers when a quote is declined
Quote Sent
Triggers when a new quote is sent
Question asked by customer
Triggers when a customer asks a new question
All Actions - Actions are the automated tasks
Add row
Adds a new row to the bottom of the selected worksheet
Add row to table
Adds a new row to the bottom of the selected table
Update row
Updates the details of an existing row
Find row
Finds a row based on a column value
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
Similar apps
What is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
