Integrate Zoho Cliq with Quotient

Send information between Zoho Cliq and Quotient automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient


This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.


How it works
1. A new quote is sent in Quotient.

2. Zoho Flow executes the following tasks automatically:

a. Creates a deal in Zoho CRM.

b. Sends a channel notification to a Zoho Cliq channel.
Use this flow
+
+

Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient

Quotient + Zoho CRM + Zoho Cliq

Build your own integrations between Zoho Cliq and Quotient

Connect Zoho Cliq 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 Zoho Cliq and Quotient using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New channel added

Triggers when a new channel is created in your organization

Customer Viewed Quote

Triggers every time 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

Customer Asked Question

Triggers when a customer asks a new question

New Quote Accepted

Triggers when a quote is accepted

All Actions - Actions are the automated tasks

Create channel

Creates a new channel

Message to bot

Sends a message to the selected bot

Add user status

Adds the specified status to an existing user

Message in channel

Posts a message in a channel

Post card to channel

Posts a card to the specified channel

Add channel member

Adds a new channel member

Message user

Sends a message to the specified user

Message as bot on channel

Message as a bot on the specified channel

Message as bot to user

Posts a message as a bot to the specified user

Delete channel

Deletes the selected channel

Post card to chat

Posts a card to the specified chat

Unarchive channel

Unarchives the selected channel

Archive channel

Archives the selected channel

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel member role

Updates the role of a channel member

Update channel

Updates the details of an existing channel

Fetch team

Fetches the details of an existing team by name

Fetch user by name or email

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Remove channel member

Removes the specified member from the selected channel

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

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.

Proposals & Invoices

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY