Quotient integration with ServiceM8
How to Create jobs in ServiceM8 from accepted Quotient quotes
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create jobs in ServiceM8 from accepted Quotient quotes" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Quotient integrations
Quotient actions
Nekton can use any feature that is available in Quotient API.
Using our advanced AI, you can easily create custom automations for Quotient.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new Lead.
Create Contact
Creates a new Contact.
Quote Accepted
Triggers when a Quote is Accepted.
Customer Asked Question
Triggers when a Customer asks a New Question.
Customer 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.
Quote Declined
Triggers when a Quote is Declined.
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.