Infinity + Quotient Integration

Integrate Infinity to Quotient in one click, or tell Integrately AI how you want each quote handled. Track accepted quotes, create items, update your project boards, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
  • 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
Arrow Right
2.
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity

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Ready WorkflowsReady Workflows   for Infinity + Quotient Integration

Track new quotes, create project items, organise folders, update boards, and notify your team, 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

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Infinity + Quotient flow

Bring your CRM, messaging, and project tools into the process once quotes arrive. Pick a combination and activate it in one click.

Infinity
Quotient
+
TrelloTrello (5)
+
SlackSlack (5)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
Q
I
T
When a new quote is sent in Quotient, create an item in Infinity and create a card in Trello.
New Quotient quotes appear in Infinity as items while Trello creates a tracking card, eliminating manual data entry.
Q
I
T
When a quote is accepted in Quotient, update the matching item in Infinity and move the Trello card.
Accepted Quotient quotes update your Infinity items and shift your Trello card to done without manual effort.
Q
I
T
If a quote is declined in Quotient, update the Infinity item and archive the Trello card.
Declined quotes update your Infinity records and clean up your Trello boards automatically.
Q
I
T
When a customer asks a question in Quotient, create a comment in Infinity and create a Trello task.
Customer questions in Quotient generate Infinity comments and Trello tasks so your team can respond fast.
Q
I
T
When a quote is viewed in Quotient, search for the item in Infinity and update the Trello board.
Track quote engagement by updating Infinity items and Trello boards the moment a customer views a quote.

Supported triggers and actions for Infinity and Quotient

Mix and match to build the exact automation you need

Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
Try it →
Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
Try it →
Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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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 Infinity + Quotient?

Streamline your entire proposal and project management lifecycle with powerful, reliable workflows.

What you can automate?
📋
Create project items from new quotes
Automatically generate a new item in Infinity the moment a quote is sent in Quotient, eliminating manual data entry.
🏷️
Capture every submitted quote detail
Map all available quotation parameters, pricing options, and client data directly into your Infinity fields and folders.
🔔
Alert your team instantly upon quote dispatch
Notify your project managers and sales reps the second a new proposal goes out to a prospective client.
🔀
Route workflows based on quote status
Perform different actions depending on whether a quote is accepted, declined, or currently being reviewed.
🔄
Keep project boards updated automatically
Synchronize status changes in Quotient with your Infinity boards so your project pipeline reflects reality.
🔍
Search and update existing records
Locate existing items, folders, or boards in Infinity and update them when client activities occur in Quotient.
💬
Log customer questions and comments
Turn customer inquiries submitted inside Quotient into structured comments within your Infinity project items.
🔗
Extend your workflow to external apps
Connect your core Infinity and Quotient flow with tools like Slack or Trello to notify teams and manage tasks.
And much more...

Who is Infinity + Quotient integration for?

Teams managing projects and proposals across Infinity and Quotient eliminate manual data entry, keep records updated in real time, and accelerate client onboarding.

Operations Managers
Operations Managers
Sales Executives
Sales Executives
Client Services Teams
Client Services Teams
Project Coordinators
Project Coordinators
Account Managers
Account Managers
Business Owners
Business Owners
📈
Operations Managers
You oversee project workflows in Infinity while sales dispatches proposals in Quotient, but tracking acceptance metrics manually leaves your dashboards outdated — this integration means every accepted quote updates your project boards instantly and your metrics stay current.
Sales Executives
You need to kick off project deliverables the moment a client approves a proposal, but waiting for manual handoffs delays your response time — automating both apps means proposal statuses sync to your boards instantly and your team can start work right away.
🤝
Client Services Teams
You answer client inquiries and coordinate project deliverables, but searching across disparate tools causes communication delays — connecting these apps means customer questions in Quotient log comments in Infinity automatically and your service level stays high.
📊
Project Coordinators
You manage high volumes of incoming project items and boards, but manual entry cannot keep pace with proposal velocity — this integration means every new quote creates project items automatically and your workload stays manageable.
🔍
Account Managers
You depend on sales teams to notify you when proposals are viewed or accepted, but updates often slip through the cracks — automating both apps means proposal engagement triggers instant alerts and you never miss a follow-up window.
🗂️
Business Owners
You rely on accurate records across your quoting and project management platforms, but manual data transfers introduce costly errors — connecting these apps means every quote, item, and folder stays synchronized without manual intervention.
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 Infinity + Quotient

Build and manage your Infinity + 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 Infinity + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Infinity to Quotient?
Frequently Asked Questions
You can connect Infinity to Quotient in one click using ready-made templates on Integrately. Choose a pre-built workflow or ask Integrately AI to set up your custom process with apps like Slack, HubSpot, and Google Drive in seconds.
Can I automatically create Infinity items when a new quote is sent in Quotient?
Frequently Asked Questions
Can I connect Infinity, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Infinity and Quotient?
Frequently Asked Questions
How does Infinity handle data received from Quotient quotes?
Frequently Asked Questions
Can Quotient trigger updates when a quote is accepted?
Frequently Asked Questions
Do I need coding skills to automate Infinity and Quotient?
Frequently Asked Questions
Is the Infinity and Quotient integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Infinity or Quotient With 1500+ Other Apps

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