DripJobs + SumoQuote
Schedule new on-site estimates in DripJobs and create matching projects in SumoQuote
When an on-site estimate is scheduled in DripJobs, this automation streamlines your workflow by creating a new project in SumoQuote. By bridging these two apps, you can save time on administrative tasks and focus more on the project at hand. Simplify your process and keep your project pipeline running smoothly with this effective solution.
When an on-site estimate is scheduled in DripJobs, this automation streamlines your workflow by creating a new project in SumoQuote. By bridging these two apps, you can save time on administrative tasks and focus more on the project at hand. Simplify your process and keep your project pipeline running smoothly with this effective solution.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Project
Creates a new SumoQuote Project
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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