QuickBooks Commerce + Quotient Integration

Integrate QuickBooks Commerce to Quotient in one click, or tell Integrately AI how you want each order handled. Track accepted quotes, create corresponding orders, update your customer records, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • QuickBooks Commerce
    Invoice is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Contact is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is fulfilled in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order fulfillment is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Address is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is finalized in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Company is created in QuickBooks Commerce 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.
  • QuickBooks Commerce
    Create order in QuickBooks Commerce
  • QuickBooks Commerce
    Create contact in QuickBooks Commerce
  • QuickBooks Commerce
    Create company in QuickBooks Commerce
  • QuickBooks Commerce
    Search company in QuickBooks Commerce
  • QuickBooks Commerce
    Create address in QuickBooks Commerce
  • QuickBooks Commerce
    Search sales order in QuickBooks Commerce

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Ready WorkflowsReady Workflows ย  for QuickBooks Commerce + Quotient Integration

Create orders from accepted quotes, track customer responses, update commerce records, and notify your team, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your QuickBooks Commerce + Quotient flow

Automatically sync accepted quotes to your customer records, alert your team, and trigger downstream fulfillment tasks. Pick a combination and activate it in one click.

QuickBooks Commerce
Quotient
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
Q
Q
S
When a quote is accepted in Quotient, create an order in QuickBooks Commerce and add the product in Shopify.
Accepted Quotient quotes instantly generate QuickBooks Commerce orders and update your Shopify catalog without manual entry.
Q
Q
S
When a customer views a quote in Quotient, create a customer in QuickBooks Commerce and add a customer in Shopify.
Quote views in Quotient automatically register new customer profiles in QuickBooks Commerce and Shopify.
Q
Q
S
When a quote is declined in Quotient, update the order in QuickBooks Commerce and cancel the fulfillment in Shopify.
Declined quotes in Quotient instantly update your QuickBooks Commerce records and halt Shopify fulfillment.

Supported triggers and actions for QuickBooks Commerce and Quotient

Mix and match to build the exact automation you need

QuickBooks Commerce
QuickBooks Commerce Triggers & Actions
Instant
Invoice is created in QuickBooks Commerce
Triggers the automation when any invoice is added or modified
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Instant
Contact is created in QuickBooks Commerce
Triggers the automation when a new contact is created
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Instant
Order is created in QuickBooks Commerce
Triggers the automation when a new order is created
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Instant
Order is fulfilled in QuickBooks Commerce
Triggers the automation when any order is successfully delivered
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Instant
Order fulfillment is created in QuickBooks Commerce
Triggers the automation when a new order fulfillment is created
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Instant
Address is created in QuickBooks Commerce
Triggers the automation when a new address is created
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Instant
Order is finalized in QuickBooks Commerce
Triggers the automation when an order is finalized
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Instant
Company is created in QuickBooks Commerce
Triggers the automation when a new company is created
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Create order in QuickBooks Commerce
Creates a new order
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Create contact in QuickBooks Commerce
Adds a new contact to the database
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Create company in QuickBooks Commerce
Generates a new company profile with given details
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Search company in QuickBooks Commerce
Finds information about a company
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Create address in QuickBooks Commerce
Generates a new address entry
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Search sales order in QuickBooks Commerce
Searches for a sales order with
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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
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No action is available

What can you automate with QuickBooks Commerce + Quotient?

Streamline your entire order-to-fulfillment workflow by connecting your quoting tool directly to your retail platform.

What you can automate?
๐Ÿงพ
Create orders from accepted quotes automatically
Generate a new order in QuickBooks Commerce the exact moment a customer accepts a proposal in Quotient, removing manual entry.
๐Ÿ“‹
Capture every submitted field and item
Map all quote line items, pricing options, and customer details directly into your QuickBooks Commerce order records.
๐Ÿ””
Notify your team the moment a deal closes
Alert sales and fulfillment channels in Slack or via email as soon as a quote status changes to accepted.
๐Ÿ”€
Route records based on quote value
Apply conditional logic to handle high-value orders differently or assign them to specialized account managers.
๐Ÿ”„
Keep records updated as statuses change
Automatically update customer and company profiles in QuickBooks Commerce whenever quotes are viewed, sent, or declined.
๐Ÿ”
Search and prevent duplicate entries
Check existing company and contact records in QuickBooks Commerce before creating new entries from Quotient activity.
โŒ
Handle declined quotes and cancellations
Instantly flag lost proposals in QuickBooks Commerce when a customer declines a quote in Quotient.
๐ŸŒ
Extend your workflow to external apps
Connect your core pair with Slack, HubSpot, Mailchimp, or Shopify to notify teams and sync customer data instantly.
And much more...

Who is QuickBooks Commerce + Quotient integration for?

Connecting QuickBooks Commerce and Quotient eliminates manual entry between quoting and fulfillment, ensuring retail and wholesale teams operate from accurate data.

Sales managers
Sales managers
Account executives
Account executives
Client success leads
Client success leads
Wholesale operations teams
Wholesale operations teams
Fulfillment specialists
Fulfillment specialists
Finance teams
Finance teams
๐Ÿ“ˆ
Sales managers
You review proposal metrics and conversion numbers every week, but your revenue reports are always delayed because team members manually export data between Quotient and QuickBooks Commerce โ€” with this integration, every accepted quote updates your commerce records instantly and your pipeline figures stay current.
โšก
Account executives
You need to initiate fulfillment the moment a client approves a proposal, but you only find out after checking multiple tabs and systems โ€” with this integration, every new order is created automatically and your fulfillment team can start work right away.
๐Ÿค
Client success leads
You answer client inquiries about order status and delivery timelines, but gaps in your communication channels lead to delayed follow-ups โ€” with this integration, every quote update syncs straight to your contact records so you always have accurate details ready.
๐Ÿ“ฆ
Wholesale operations teams
You manage high volumes of multi-channel B2B orders by hand, but manual transcription errors cause fulfillment bottlenecks and shipping delays โ€” with this integration, every order and contact transfers without human error and operations run smoothly.
๐Ÿ”„
Fulfillment specialists
You depend on sales reps to hand over approved customer orders before you can prepare shipments, but manual handoffs cause frustrating backlogs โ€” with this integration, every approved quote creates an order instantly so you can pack items without waiting.
๐Ÿ“‹
Finance teams
You need a reliable history of all commercial transactions for auditing and reconciliation, but manual record-keeping leaves missing entries in your ledgers โ€” with this integration, every transaction is logged accurately and your financial history remains complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate QuickBooks Commerce + Quotient

Build and manage your QuickBooks Commerce + 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 QuickBooks Commerce + 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 โ€” 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
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2
Connect Accounts
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 QuickBooks Commerce to Quotient?
Frequently Asked Questions
You can connect QuickBooks Commerce to Quotient in just one click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build the workflow and map your fields.
Can I automatically create a QuickBooks Commerce order when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect QuickBooks Commerce, Quotient, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for QuickBooks Commerce and Quotient?
Frequently Asked Questions
How does QuickBooks Commerce handle customer and order data in integrations?
Frequently Asked Questions
How does Quotient handle quote events in automations?
Frequently Asked Questions
Can I set up this integration without writing code?
Frequently Asked Questions
Is the QuickBooks Commerce and Quotient integration free?
Frequently Asked Questions
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