Google Sheets + SumoQuote
Create Google Sheets rows for new SumoQuote projects
Easily keep track of new projects in your Google Sheets with this efficient automation. Whenever a project is created in SumoQuote, a new row will be added to your selected Google Sheets spreadsheet, ensuring that your data is always up-to-date. Stay organized and save time by letting this workflow handle the tedious task of manually updating your project lists.
Easily keep track of new projects in your Google Sheets with this efficient automation. Whenever a project is created in SumoQuote, a new row will be added to your selected Google Sheets spreadsheet, ensuring that your data is always up-to-date. Stay organized and save time by letting this workflow handle the tedious task of manually updating your project lists.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
