eWay-CRM + Quotient Integrations
Put eWay-CRM + Quotient to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between eWay-CRM and Quotient
See the kind of workflows teams build with eWay-CRM and Quotient below — describe the exact one you want above and the Agent builds it on demand.
eWay-CRM + Quotient
When a journal entry is created in eWay-CRM, update proposal notes in Quotient.
Turn closed deals into client invoices
When a deal is marked won in eWay-CRM, automatically create an invoice in Quotient so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Quotient, automatically update the deal stage in eWay-CRM to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in eWay-CRM, automatically sync the customer record in Quotient to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with eWay-CRM and Quotient?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for eWay-CRM and Quotient
Everything eWay-CRM and Quotient can do inside a workflow — the triggers that start one and the actions that run when it fires.
eWay-CRM Explore eWay-CRM →
eWay-CRM is a CRM plugin designed directly for Microsoft Outlook to manage sales pipelines and client relations.
TriggersTriggers when scheduled and returns a new or updated company in eWay-CRM.
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Creates a new company or edits an existing one.
Creates a new contact or edits an existing one.
Creates a new deal or edits an existing one.
Creates a new journal or edits an existing one.
Creates a new project or edits an existing one.
Creates a new task or edits an existing one.
Quotient Explore Quotient →
Quotient is a cloud-based online quoting and proposal software that allows businesses to create, send, and manage customer quotes.
TriggersTriggers when a Quote is Accepted.
Triggers when a Quote is Completed.
Triggers when a Quote is Declined.
Triggers when a Customer asks a New Question.
Triggers when a New Quote is first Sent.
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Creates a new Contact.
Creates a new Lead.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about eWay-CRM + Quotient
Is there a pre-built eWay-CRM + Quotient automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches eWay-CRM and Quotient's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built eWay-CRM or Quotient connector?
No. The Agent works whether or not eWay-CRM or Quotient already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Quotient and eWay-CRM streamline the sales-to-finance handoff?
Closing a deal in eWay-CRM can instantly create an invoice in Quotient, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Quotient update deal stages in eWay-CRM?
Yes, when a customer settles an invoice in Quotient, the corresponding deal stage in eWay-CRM can automatically update to reflect a completed transaction.