Microsoft Excel + SumoQuote
Microsoft Excel + SumoQuote
Create rows in Microsoft Excel for new signed reports in SumoQuote
Manage your signed reports efficiently with this workflow integrating SumoQuote and Microsoft Excel. Whenever a report is signed in SumoQuote, the details are instantly logged as a new row in your designated Excel spreadsheet. This process not only minimizes potential errors but also saves your valuable time previously spent on manual data entry, offering streamlined report management.
- When this happens...Report SignedTriggers when a Report is signed by all signatories.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with SumoQuote and Microsoft Excel
Discover other triggers and actions you can use with SumoQuote and Microsoft Excel
- 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
