FastField Mobile Forms + Quotient Integration

Integrate FastField Mobile Forms to Quotient in one click, or tell Integrately AI how you want each form submission handled. Dispatch forms, update lookup lists, search global lists, and sync customer data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FastField Mobile Forms
    Form is submitted in FastField Mobile Forms Instant
  • FastField Mobile Forms
    Form is created in FastField Mobile Forms
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
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2.
  • FastField Mobile Forms
    Create form dispatch in FastField Mobile Forms
  • FastField Mobile Forms
    Update lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search lookup list in FastField Mobile Forms
  • FastField Mobile Forms
    Search global list in FastField Mobile Forms
  • FastField Mobile Forms
    Update global list in FastField Mobile Forms

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Ready WorkflowsReady Workflows   for FastField Mobile Forms + Quotient Integration

Dispatch forms from accepted quotes, update lookup lists, search global lists, and sync customer data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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Connect more apps to your FastField Mobile Forms + Quotient flow

Sync your accepted quotes and form submissions with CRM records, accounting software, and team communication tools. Pick a combination and activate it in one click.

FastField Mobile Forms
Quotient
+
SalesforceSalesforce (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
Q
F
S
When a quote is accepted in Quotient, create a form dispatch in FastField Mobile Forms and create a contact in Salesforce.
Accepted Quotient quotes trigger a FastField Mobile Forms dispatch and a new Salesforce contact instantly.
Q
F
S
When a new quote is sent in Quotient, update the lookup list in FastField Mobile Forms and create a task in Salesforce.
New Quotient quotes update your FastField Mobile Forms lookup list and open a Salesforce task.
Q
F
S
When a customer views a quote in Quotient, search the global list in FastField Mobile Forms and update the lead in Salesforce.
Quote views in Quotient trigger global list searches in FastField Mobile Forms and Salesforce updates.

Supported triggers and actions for FastField Mobile Forms and Quotient

Mix and match to build the exact automation you need

FastField Mobile Forms
FastField Mobile Forms Triggers & Actions
Instant
Form is submitted in FastField Mobile Forms
Triggers the automation when a new form is submitted
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Form is created in FastField Mobile Forms
Triggers the automation when a new form is added
Try it →
Create form dispatch in FastField Mobile Forms
Creates and send out forms to a list of recpients
Try it →
Update lookup list in FastField Mobile Forms
Updates the lookup list with new information
Try it →
Search lookup list in FastField Mobile Forms
Searches for a lookup list
Try it →
Search global list in FastField Mobile Forms
Searches for a global list
Try it →
Update global list in FastField Mobile Forms
Updates the central list of information to reflect new data entered
Try it →
Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
Try it →
Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
Try it →
Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
Try it →
Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
Try it →
Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
Try it →
No action is available

What can you automate with FastField Mobile Forms + Quotient?

Streamline your quoting and mobile form workflows with powerful automated actions that keep your data accurate across platforms.

What you can automate?
Trigger form dispatches from accepted quotes
Automatically create a form dispatch in FastField Mobile Forms the moment a quote is accepted in Quotient. Eliminate manual handoffs and get your field teams moving faster.
📋
Capture every submitted field accurately
Map all available form answers and quote details into your lookup lists and global lists. Ensure no customer requirement or custom field gets left behind.
🔔
Alert your team instantly on new activity
Send immediate notifications when customers view quotes, ask questions, or accept proposals. Keep your sales and support staff in sync at all times.
🔀
Route workflows based on quote status
Execute different actions depending on whether a quote is accepted, declined, or viewed. Tailor your follow-ups to match customer behavior.
🔄
Keep lookup and global lists updated
Synchronize your reference data across FastField Mobile Forms whenever quote details change in Quotient. Maintain a single source of truth for your business.
🔍
Search records instead of creating duplicates
Search lookup lists and global lists before processing new entries. Prevent redundant data creation and keep your databases clean.
📑
Handle proposal status changes smoothly
Automate responses to newly sent quotes, customer inquiries, and declined offers. Keep your pipeline moving without manual tracking.
🔌
Extend your workflow to external tools
Connect your FastField Mobile Forms and Quotient core flow with Slack, Salesforce, QuickBooks Online, and other apps for end-to-end automation.
And much more...

Who is FastField Mobile Forms + Quotient integration for?

Field operations and sales teams rely on seamless handoffs between quoting and form capture to eliminate administrative bottlenecks and accelerate project delivery.

Sales operations managers
Sales operations managers
Field service coordinators
Field service coordinators
Account executives
Account executives
Operations leads
Operations leads
Field technicians
Field technicians
Database administrators
Database administrators
📈
Sales operations managers
You oversee pipeline reporting and need accurate data on every submission, but manual entry delays your weekly numbers — connecting these apps means accepted quotes update your records instantly and your analytics stay current.
Field service coordinators
You need to dispatch field teams the moment a proposal closes, but waiting for manual handoffs slows down your response time — automating both apps means every accepted quote triggers a form dispatch immediately.
🤝
Account executives
You answer to clients waiting on proposal approvals and paperwork, but communication gaps between teams cause frustrating delays — with this integration, your quoting status and form data remain perfectly synchronized.
📊
Operations leads
The volume of incoming quotes and form submissions is too high for anyone to keep up by hand, leading to missed updates — automating both apps means every record and lookup list updates without manual oversight.
🔧
Field technicians
You own the execution step and depend on sales to hand over accurate job details, but missing information stalls your site visits — connecting these apps means every form dispatch arrives complete with all customer data.
🗂️
Database administrators
You need a reliable history of all submissions and quotes, but manual copying keeps introducing gaps and errors in your logs — this integration means every transaction is recorded accurately across your systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FastField Mobile Forms + Quotient

Build and manage your FastField Mobile Forms + Quotient automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FastField Mobile Forms + Quotient with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FastField Mobile Forms to Quotient?
Frequently Asked Questions
You can connect FastField Mobile Forms to Quotient using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build your custom automation between FastField Mobile Forms, Quotient, Slack, and 1,500+ other apps.
Can I automatically create a form dispatch when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect FastField Mobile Forms, Quotient, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for FastField Mobile Forms and Quotient?
Frequently Asked Questions
How does FastField Mobile Forms handle lookup lists during quote updates?
Frequently Asked Questions
Can Quotient trigger actions in FastField Mobile Forms when a quote is declined?
Frequently Asked Questions
Do I need coding skills to automate FastField Mobile Forms and Quotient?
Frequently Asked Questions
Is the FastField Mobile Forms and Quotient integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect FastField Mobile Forms or Quotient With 1500+ Other Apps

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