Google Sheets + SumoQuote
Create spreadsheet rows in Google Sheets for each signed report in SumoQuote
Whenever a report is signed off in SumoQuote, streamline your workflow by having a new row created instantly in Google Sheets. This automation not only saves valuable time but also ensures that every key datum from your report signings gets recorded systematically in a single, easy-to-access space. Achieve a seamless data management experience in your business by integrating SumoQuote with Google Sheets.
Whenever a report is signed off in SumoQuote, streamline your workflow by having a new row created instantly in Google Sheets. This automation not only saves valuable time but also ensures that every key datum from your report signings gets recorded systematically in a single, easy-to-access space. Achieve a seamless data management experience in your business by integrating SumoQuote with Google Sheets.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- 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
