Invoiced + Quotient Integration

Integrate Invoiced to Quotient in one click, or tell Integrately AI how you want each quote handled. Track accepted quotes, create invoices, update customer records, and notify your team automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
  • 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.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Invoiced + Quotient Integration

Create invoices from accepted quotes, update customer records, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Quotient + Invoiced Integration

Create Invoiced invoice from new Quotient quote

If you're using Quotient to create your quote, you'll be happy to know that you can also create invoice straight from Invoiced.

This automation will automatically generate an invoice in Invoiced for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoiced + Quotient flow

Send quote data and created invoices straight to your CRM, notification channels, and accounting tools. Pick a combination and activate it in one click.

Invoiced
Quotient
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
TrelloTrello (3)
Q
I
S
When a quote is accepted in Quotient, create an invoice in Invoiced and create a customer in Stripe.
Accepted quotes instantly generate an Invoiced invoice and a new customer record in Stripe without manual data entry.
Q
I
S
When a new quote is sent in Quotient, create an invoice in Invoiced and create a payment in Stripe.
Send new quote details from Quotient to Invoiced and log the payment in Stripe automatically.
Q
I
S
When a quote is declined in Quotient, create a credit note in Invoiced and update customer details in Stripe.
Declined quotes trigger a credit note in Invoiced and update customer records in Stripe instantly.

Supported triggers and actions for Invoiced and Quotient

Mix and match to build the exact automation you need

Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
Try it →
Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
Try it →
Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
Try it →
Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
Try it →
Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
Try it →
Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
Try it →
Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
Try it →
Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
Try it →
Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
Try it →
Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
Try it →
Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
Try it →
Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
Try it →
Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
Try it →
Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
Try it →
Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
Try it →
Instant
Task is created in Invoiced
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
Try it →
Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
Try it →
Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
Try it →
Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
Try it →
Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
Try it →
Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
Try it →
Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
Try it →
Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
Try it →
Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
Try it →
Create invoice in Invoiced
Generates invoices for sales transactions
Try it →
Search invoice in Invoiced
Locates and retrieves invoices with
Try it →
Create contact in Invoiced
Adds a new contact to the database
Try it →
Create credit note in Invoiced
Generates a credit note for returned items
Try it →
Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
Try it →
Search credit note in Invoiced
Searches for a credit note
Try it →
Create customer in Invoiced
Adds a new customer to the database
Try it →
Update customer in Invoiced
Updates a customer's information
Try it →
Search customer in Invoiced
Locates and retrieves customer information
Try it →
Create note in Invoiced
Creates a new note in the particular format
Try it →
Create payment in Invoiced
Generates and process a payment transaction
Try it →
Create task in Invoiced
Creates a new task
Try it →
Create estimate in Invoiced
Adds a new contact to the contact list
Try it →
Search estimate in Invoiced
Searches for an estimate
Try it →
Create subscription in Invoiced
Enrolls users in a subscription service
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 Invoiced + Quotient?

Connect Quotient quoting events to Invoiced billing workflows to eliminate manual data entry and accelerate cash flow.

What you can automate?
🧾
Create invoices from accepted quotes automatically
When a client accepts a quote in Quotient, an invoice is generated in Invoiced instantly. Manual quote copying is eliminated entirely.
📝
Capture every quote detail in customer records
Map all submitted pricing options and customer answers from Quotient directly into Invoiced customer profiles and contact notes.
🔔
Notify your team the moment quotes are accepted
Trigger instant Slack alerts and email notifications whenever a client accepts or declines a quote in Quotient.
🔀
Route workflows based on quote status
Perform different actions depending on whether a quote is accepted, declined, or viewed by the customer in Quotient.
🔄
Keep customer profiles updated across platforms
Automatically update existing Invoiced customer accounts whenever quote details or client contact information changes in Quotient.
🛡️
Prevent duplicate billing records
Search existing Invoiced customer records before creating new invoices to maintain clean, duplicate-free financial databases.
💳
Handle declined quotes with credit notes
Generate credit notes in Invoiced automatically whenever a proposal is declined by a client in Quotient.
🚀
Extend your quoting flow to team collaboration tools
Connect your Invoiced and Quotient workflow to Slack to announce closed deals and kick off project execution instantly.
And much more...

Who is Invoiced + Quotient integration for?

Connecting Invoiced and Quotient automates billing workflows and proposal tracking for teams managing client projects and recurring revenue.

Financial controllers
Financial controllers
Sales managers
Sales managers
Account managers
Account managers
Billing specialists
Billing specialists
Project managers
Project managers
Operations directors
Operations directors
📈
Financial controllers
You rely on accurate invoice records to forecast revenue, but manual data entry from accepted quotes leaves gaps in your financial statements — this integration means every accepted quote generates an Invoiced invoice instantly and your books stay current.
⚡
Sales managers
You need to initiate fulfillment the moment a client approves a proposal, but waiting for manual notifications slows down your project kickoff — automating both apps means your team hears about accepted quotes immediately and project work starts right away.
🤝
Account managers
You answer to clients who expect rapid turnaround on billing and project setup, but administrative handoffs delay your response times — connecting these apps means accepted quotes instantly create invoices and client records without manual delays.
📊
Billing specialists
The volume of client quotes and invoices is too high for anyone to keep up by hand, leading to missed billing items and billing errors — with this integration, every quote event flows directly into your billing workflow without manual re-keying.
📋
Project managers
You depend on sales to hand over signed quotes so you can schedule tasks, but communication bottlenecks leave your team waiting for project briefs — automating this process means approved quotes immediately trigger invoice creation and task setup.
🔍
Operations directors
You need a reliable history of all proposal and invoice activities, but manual record-keeping results in missing transaction entries and audit gaps — this integration means every quote action is logged accurately across your invoicing stack.
Try This Integration – No Code Neededarrow right
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 Invoiced + Quotient

Build and manage your Invoiced + 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 Invoiced + 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
Connect Invoiced + Quotient Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Invoiced + Quotient Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Invoiced to Quotient?
Frequently Asked Questions
You can connect Invoiced to Quotient in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation and map the fields.
Can I automatically create Invoiced invoices when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect Invoiced, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and Quotient?
Frequently Asked Questions
How does Invoiced handle invoice creation from Quotient quotes?
Frequently Asked Questions
Can Quotient trigger actions in Invoiced instantly?
Frequently Asked Questions
Do I need coding skills to automate Invoiced and Quotient?
Frequently Asked Questions
Is the Invoiced and Quotient integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Invoiced
Popular Invoiced Integrations
Connect Invoiced to accounting, billing, and reporting tools to manage your revenue flow.
See All
Invoiced Integrations arrow right
No popular apps found
Quotient
Popular Quotient Integrations
Sync Quotient with CRM, email, and proposal tools to streamline your sales pipeline.
See All
Quotient Integrations arrow right
No popular apps found