Jobber + SumoQuote

Create new SumoQuote projects from Jobber quotes effortlessly

Effortlessly streamline your sales process with this efficient workflow between Jobber and SumoQuote. When a new quote is created in Jobber, a project will be instantly set up in SumoQuote, saving you time and reducing the risk of manual entry errors. Enhance your productivity and keep your data consistent across both platforms with this seamless automation.

When this happens...
New Quote
Triggers when a quote is created.
TriggerInstant
automatically do this!
Create Project
Creates a new SumoQuote Project
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
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New Job Completion
Triggers when a job completion is created.
Trigger
Instant
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New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
Try It
- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF IdRequired
Action
Search

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Jobber + SumoQuote

Create new SumoQuote projects from Jobber quotes effortlessly

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Email Clicked

Project Created

Report Signed

Create Project

Customer First NameRequired

Customer Last Name

Email

Phone

Address Line 1Required

City

State

Zip Code

Project Id

Salesperson Email

Date Created

CompanyCam Project Id

Get Project by Id

IdRequired

Search Projects

Search Criteria

Salesperson Email

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client

Client Name or Company Name

Email Address

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Project IDRequired

Customer First NameRequired

Customer Last Name

AddressRequired

Email Address

City

Postal Code

Phone Number

Intake Date

Won Date