Asana + SumoQuote
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.
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 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.
- automatically do this!Create Task
Adds a new task.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport 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 ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
