Integrate Quotient with Excel
Send information between Quotient and Excel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Quotient and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
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
New Quote Accepted
Triggers when a quote is accepted
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added at the bottom of the selected worksheet
Row added in table
Triggers when a new row is added at the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
All Actions - Actions are the automated tasks
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row in the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Update row in TeamDrive
Updates a new row in your excel sheet from you team drive
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from your spreadsheet in your Team Drive
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.
Similar apps
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
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