Gmail + SumoQuote
Send emails in Gmail when new SumoQuote reports are signed
Save time and streamline your workflow when a report is signed in SumoQuote by automatically sending an email through Gmail. This process ensures efficient communication with your clients and team members, keeping them informed about the completed reports and any important updates. No more manual email composing or follow-ups, just seamless integration between your SumoQuote and Gmail accounts for a smoother experience.
Save time and streamline your workflow when a report is signed in SumoQuote by automatically sending an email through Gmail. This process ensures efficient communication with your clients and team members, keeping them informed about the completed reports and any important updates. No more manual email composing or follow-ups, just seamless integration between your SumoQuote and Gmail accounts for a smoother experience.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport 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 ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
