Connect Quotient with another app

Quotient integration

Connect Quotient with 918+ other apps in FlowMattic. Pick a trigger, add Quotient steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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5 triggers Integration version 1.0 Category: Invoice Management Unlimited workflows and runs

Pair Quotient with another app

See what the two do together: triggers, actions and example workflows.

Popular with Quotient

Triggers and actions for Quotient

A trigger is the Quotient event that starts a workflow. An action is what FlowMattic does in Quotient from a step.

Event	What it does	Type
Quote Accepted	Triggers when a Quote is Accepted.	Trigger
Quote Sent	Triggers when a New Quote is first Sent.	Trigger
Customer Viewed Quote	Triggers every time a Customer views a Quote.	Trigger
Customer Asked Question	Triggers when a Customer asks a New Question.	Trigger
Quote Declined	Triggers when a Quote is Declined.	Trigger

Three steps to a running Quotient workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Quotient once
Add a Quotient connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Quotient event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Quotient steps and logic
Chain Quotient actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Quotient workflows people build

Each example pairs Quotient with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

When a quote is accepted, add the customer to HubSpot CRM

Quotient to HubSpot CRM

When a quote is declined, send a follow-up email via SMTP

Quotient to Email SMTP

When a quote is accepted, send WhatsApp notification via WhatsApp Cloud API

Quotient to WhatsApp Cloud API

When a customer views a quote, send a Slack notification

Quotient to Slack

When a new quote is sent, add the client to FluentCRM

Quotient to FluentCRM

Browse the workflow library

Connect Quotient with other apps

272 apps have triggers or actions that work with Quotient. The ones used together most often come first.

Showing 24 of 272 apps

About Quotient

FlowMattic integration version 1.0

Quotient is a smart online quoting software that helps businesses create, send, and manage professional quotes effortlessly. It streamlines client approvals and follow-ups, making sales processes more efficient.