How to Get Weekly Summary of Accepted Quotient Quotes Using Pabbly Connect

Learn how to automate the process of receiving a weekly summary of accepted Quotient quotes using Pabbly Connect, Google Sheets, and Gmail. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Weekly Summary

To get a weekly summary of accepted Quotient quotes, you will first need to set up Pabbly Connect. Start by visiting the Pabbly Connect homepage and creating a free account. After signing in, you will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Weekly Quotation Summary’. This setup is crucial as it will allow you to automate the process of receiving summaries directly to your email.

2. Connecting Quotient as the Trigger Application in Pabbly Connect

In this step, you will connect the Quotient application to Pabbly Connect. Since the acceptance of a quotation is the trigger event, select Quotient as your trigger application. Choose the ‘Configure Webhook’ option to generate a webhook URL. using Pabbly Connect

• Select Quotient as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL for use in Quotient.

After capturing the webhook URL, integrate it into your Quotient application to establish the connection. You will then need to manually accept a quotation to capture the response, which will contain all relevant details like customer name and quotation title.

3. Adding Google Sheets as an Action Step in Pabbly Connect

Next, you will add Google Sheets as an action step in your Pabbly Connect workflow. This is where all accepted quotations will be logged. Click the plus icon to add a new action step and select Google Sheets from the list. using Pabbly Connect

Choose the action event as ‘Add New Row’. You will need to select the specific Google Sheet where you want to log the data. Map the data from the previous trigger step, including customer details and quotation specifics, to the corresponding fields in Google Sheets.

4. Scheduling the Weekly Summary Email via Gmail

Now, you will set up another workflow to send a weekly summary email. Use the scheduler feature in Pabbly Connect to trigger this workflow every Monday at a specified time. This workflow will fetch data from Google Sheets for the past week.

• Select the scheduler trigger to run every Monday.
• Use DateTime Formatter to modify the current date to get data for the last seven days.
• Connect Gmail as the action application to send emails.

Map the email content, including the number of accepted quotations, and set the recipient’s email address. This ensures that every week, an automated summary is sent out without requiring any manual intervention.

5. Testing and Verifying Your Pabbly Connect Workflow

After setting up your workflows, it’s essential to test them to ensure they function correctly. Use the ‘Save and Send Test Request’ feature in Pabbly Connect to send a test email to verify that everything is working as expected.

Check your email inbox for the test email to confirm that the summary of accepted Quotient quotes has been sent successfully. If everything looks good, your automation is now ready to run and will operate in the background, sending you weekly summaries automatically.

Conclusion

By using Pabbly Connect, you can easily automate the process of receiving weekly summaries of accepted Quotient quotes. This integration not only saves time but also ensures that you stay updated on your business performance effortlessly.