DripJobs + SumoQuote

DripJobs + SumoQuote integrations

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 this happens...
On-Site Estimate ScheduledTriggers when an on-site estimate scheduled appointment is created in dripjobs.
TriggerInstant
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Create ProjectCreates a new SumoQuote Project
ActionWrite

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More things you can do with DripJobs and SumoQuote

Discover other triggers and actions you can use with DripJobs and SumoQuote

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
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Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
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New Lead Created
Triggers when a new lead is created in dripjobs.
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
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Instant
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Task Created
Triggers when a new Task is created in DripJobs
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Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write

- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
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Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
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Instant
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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.
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Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address
  Required
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF Id
  Required
Action
Search

Card Label Changed
Triggers when a card label is changed
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
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Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
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Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone
  Required
- Job Address
- Job City
- Job State
- Job Zip
- Start Time
  Required
- End Time
  Required
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
- Send Email Notification
- Send Sms Notification
Action
Write
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
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Instant
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Project Created
Triggers when a new SumoQuote project is created.
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Instant
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Report Signed
Triggers when a Report is signed by all signatories.
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Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Id
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

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Related categories

CRM (Customer Relationship Management)

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About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

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Related categories

Proposal & Invoice Management