Payments & Invoices trigger
Quote Viewed
The client opens the quote for the first time
Starts a workflow when this happens.
Business plan and up
Variables this trigger adds
Use these in any later step, alongside the usual lead, agency and date variables.
{trigger.quote_id} Quote ID. Internal quote identifier {trigger.quote_total} Quote Total. Total amount on the quote {trigger.quote_link} Accept Link. Public link the client uses to accept the quote {lead.name} Client Name. Client's name (from lead record) How to add it
- Open Workflows in the app and create or open a workflow.
- Click the trigger at the top and pick Quote Viewed under Payments & Invoices.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this trigger is quote_viewed. See the MCP documentation.
More Payments & Invoices triggers
- Invoice Created
- Invoice Sent
- Invoice Paid
- Invoice Overdue
- Partial Payment
- Quote Sent
- Quote Accepted
- Quote Declined
- Quote Expired
- Quote → Invoice
- Client Billing Turned On
- Client Added A Card
- Client Paused, No Card
- Checkout Abandoned
- Stripe
- FanBasis Payment Received
- FanBasis Subscription Created
- FanBasis Subscription Canceled
- FanBasis Webhook (Any Event)