Google Sheets + SumoQuote
Create spreadsheet rows in Google Sheets for new signatures reports sent in SumoQuote
Take the hassle out of tracking sent reports with this efficient workflow. The moment you send a report for signatures in SumoQuote, a new row is instantly created in your Google Sheets. This ensures you have a robust record of all reports sent, making review and follow-up tasks straightforward. Streamline your document tracking process with this SumoQuote to Google Sheets integration.
Take the hassle out of tracking sent reports with this efficient workflow. The moment you send a report for signatures in SumoQuote, a new row is instantly created in your Google Sheets. This ensures you have a robust record of all reports sent, making review and follow-up tasks straightforward. Streamline your document tracking process with this SumoQuote to Google Sheets integration.
- When this happens...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.
- 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
