Insightly + Quotient Integrations
Put Insightly + Quotient to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Insightly and Quotient
See the kind of workflows teams build with Insightly and Quotient below — describe the exact one you want above and the Agent builds it on demand.
Insightly + Quotient
When a record is deleted in Insightly, update or archive the associated quote in Quotient.
Turn closed deals into client invoices
When a deal is marked won in Insightly, 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 Insightly to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Insightly, 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 Insightly and Quotient?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and Quotient
Everything Insightly and Quotient can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
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.
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10xCRM
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17hats
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1CRM
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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.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
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 Insightly + Quotient
Is there a pre-built Insightly + Quotient automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and Quotient's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or Quotient connector?
No. The Agent works whether or not Insightly 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 Insightly streamline the sales-to-finance handoff?
Closing a deal in Insightly can instantly create an invoice in Quotient, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Quotient update deal stages in Insightly?
Yes, when a customer settles an invoice in Quotient, the corresponding deal stage in Insightly can automatically update to reflect a completed transaction.