Create tasks in Asana for new signatures sent for reporting in SumoQuote
Keep your projects moving promptly with this automated workflow. Whenever a report is sent for signatures in SumoQuote, a task will be instantly created in Asana. This efficient process ensures your team is always aware and ready to action incoming signed reports, improving productivity and accountability within your organization.
- When this happens...Report Sent for SignaturesTriggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
- automatically do this!Create TaskCreates a new task in Asana with specified details.
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More things you can do with SumoQuote and Asana
Discover other triggers and actions you can use with SumoQuote and Asana
- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant - Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItTriggerInstant - Project Updated
Triggers when a SumoQuote Project is updated.
Try ItTriggerInstant
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant - Project Created
Triggers when a new SumoQuote project is created.
Try ItTriggerInstant - Report Signed
Triggers when a Report is signed by all signatories.
Try ItTriggerInstant - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
ActionWrite






