Evernote + SumoQuote

Evernote + SumoQuote integrations

Create new SumoQuote projects from new Evernote notebooks

Streamline your project management by connecting Evernote and SumoQuote. With this workflow, each new notebook you create in Evernote instantly transforms into a new project in SumoQuote. Enjoy organized, seamless transition from notes to project execution, saving your time and enhancing productivity.

When this happens...
New NotebookTriggers when a new notebook is added to Evernote.
TriggerPolling
automatically do this!
Create ProjectCreates a new SumoQuote Project
ActionWrite

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More things you can do with Evernote and SumoQuote

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

- Notebook
Trigger
Polling
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- Notebook
Trigger
Polling
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- Tags
  Required
- Note
  Required
Action
Write
- Notebook
  Required
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write

- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
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

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
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- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
Action
Search
- Title
  Required
- Notebook
  Required
- Tags
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
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.
Trigger
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

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

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Related categories

Notes

Similar apps

Microsoft OneNote

Microsoft, Notes

Quip

Documents

Zoho Notebook

Notes, Zoho

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