CompanyCam + SumoQuote
CompanyCam + SumoQuote
Add new SumoQuote projects to CompanyCam effortlessly with this workflow
Start a new project in SumoQuote and watch as the same project is instantly set up in your CompanyCam account. This workflow streamlines your process, letting you jump straight into work without spending time manually transferring information between systems. Enhance your project management efficiency and ensure consistency across platforms with this seamless automation.
- When this happens...Project CreatedTriggers when a new SumoQuote project is created.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with SumoQuote and CompanyCam
Discover other triggers and actions you can use with SumoQuote and CompanyCam
- 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